Senior Vice President, Digital Workflow, Automation & AI

FOCUS AREA | DIGITAL WORKFLOW, AUTOMATION & AI

Senior Vice President, Digital Workflow, Automation & AI

Global | Permanent

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

For more information about Citco, please visit www.citco.com

About the Team & Business Line

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.

Strategic Operations is a dedicated function within Private Assets. It brings transformation delivery, project execution, business analysis, operational initiatives and implementation support into one team, reducing the delivery burden on BAU Operations and maintaining ownership from design through adoption.

The group will be split across three distinct focus areas, aligned under two individual leaders:

Operating Model, Product & Client Solutions: led by the Operating Model & Product leader, this area will define how services should run end to end, shape scalable products and solutions, support complex client implementations, and ensure client commitments are operationally deliverable.

Data, Reporting & Platform Enablement: led by the Technology, Data & Delivery leader, this area will define Operations requirements for data, reporting and platforms, strengthen data quality and lineage, and carry solutions through testing, deployment and adoption.

Digital Workflow, Automation & AI: also led by the Technology, Data & Delivery leader, this area will identify and deliver workflow, automation and AI opportunities, establish appropriate controls, and measure whether the expected benefits are realised.

The group works in close partnership with Operations, the Transformation Office, IT, Tactical Operations and Marquee Client teams. Roles may be permanent or approximately 12-month rotational assignments anchored in strategic locations. Rotational colleagues will join from the business, help shape and deliver change, and return to the line with broader project experience.

Your Role

You will lead the automation and AI agenda for Private Assets Operations — determining what is worth automating, how it gets deployed, and whether the benefit was real.

- Identify and prioritise automation, digital workflow and AI opportunities across the Private Assets estate.
- Determine the right approach for each opportunity — workflow, automation tooling or AI — and make the case for it.
- Own deployment standards so solutions are reusable and supportable rather than one-off local fixes.
- Partner with IT and the Transformation Office through build, deployment and support.
- Define how benefit will be measured before build starts, and report on whether it was realised.
- Establish the governance and controls around automated and AI-assisted processes, working with Risk and the Control Office.
- Coordinate with Tactical Operations on automation already deployed, and pick up solutions worth scaling.
- Lead and mentor focus area resources, including rotational colleagues joining from the business.
- Report on progress, risks and benefits realisation to the relevant leader and senior stakeholders.

About You

You have 12–15 years’ experience in private assets or a comparable financial services environment, with substantial exposure to automation or digital transformation.

- Proven delivery of automation, digital workflow or AI initiatives that were deployed and adopted, not just piloted.
- Strong technical knowledge of private assets processes — enough to judge what is genuinely automatable and what is not.
- Practical understanding of workflow orchestration, exception-based processing and the control implications of automation.
- Sound commercial judgement on effort versus benefit, and the willingness to stop work that will not pay back.
- Strong leadership skills and supervisory experience of other professionals, including rotational colleagues joining from the business.
- Skilled in business planning, budgeting and stakeholder negotiation.
- Strong written and verbal communication skills.
- Advanced computer skills (Microsoft Excel, Word, PowerPoint and SharePoint).
- Bachelor’s Degree in Accounting, Finance, Economics or a related field; professional accounting designation a plus.

What We Expect of the Strategic Operations Team

Regardless of role or focus area, everyone in Strategic Operations is expected to demonstrate the following:

- Deep technical and operational knowledge — genuine depth in how our processes, data and platforms actually work — the detail that only comes from having run the work.
- Curiosity — the instinct to ask why a process looks the way it does, to challenge the answer, and to keep asking whether there is a better way.
- A transformational mindset — comfortable redesigning end to end rather than patching, and prepared to see change through past go-live to the point where it is genuinely adopted.
- Ownership through to adoption — accountability does not end at delivery; success is measured by whether the change sticks in the business.
- Commercial and client awareness — an understanding of what we can genuinely run, so that what we commit to a client is deliverable.
- Global mindset — working across regions, jurisdictions and time zones, and designing solutions that scale beyond a single desk, client or location.
- Ambition to shape Citco’s future — an appetite to help build the operating model we will run for years, and to be measured on whether it works.

Our Benefits

Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.