Onboarding Implementation Client Change Management
The Citco Group Limited
Job Title
Executive Vice President (EVP) Client Transformation Program Manager
Job Description
Transformation Office strives to create a consistent ability to standardize and optimize our organization at all times. By bringing together subject matter expertise across process, platform and line of business, we provide clear direction and governance to change, positioning CFS to continually evolve & scale to the changing market dynamics, to our business demands and to our client needs.
As a core member of our Transformation Office, you will be working with some of the industry's most accomplished professionals to deliver the most effective and efficient solutions for our clients and our business.
Responsibilities
Join us in our new location, Dallas, Texas
The role of an Executive Vice President (EVP) Client Transformation Program Manager involves leading/overseeing client integrations, conversions, and strategic projects. The incumbent is responsible for leading and the management of virtual teams tasked with project managing client transformations across operating models, digital, data, regulatory & compliance and technology. The Program Manager may be involved in securing new business as well as manage existing client relationships and implementations, will have a lead role in global or local initiatives interacting with other Citco global offices and technology groups.
The role of the Program Manager involves working with some of the industry's most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon. The Program Manager will play an integral role in leading the team in overseeing the success of the strategic and tactical initiatives in partnership with various business units' senior leadership teams. The Program Manager will also provide strategic leadership, ensuring the team executes programs in a standardized, risk-adverse manner, providing Management Information Reporting for initiatives as well as marketing the team and identifying opportunities to expand the team's scope and improve processes and frameworks.
The core skills required are having experience in leading teams for successful delivery of programs within a project management framework, demonstrating effective communication skills, having client-facing experience and understanding the financial services business.
Strategic Planning & Execution
- Developing and implementing transformation strategies
- Managing complex, cross-functional programs
- Setting and tracking program milestones and KPIs
Stakeholder Management
- Coordinating with senior leadership and key stakeholders
- Leading change management and communication efforts
- Building and maintaining relationships across business units
Delivery & Operations
- Overseeing program budgets and resources
- Managing risks and dependencies
- Ensuring alignment with business objectives
- Driving continuous improvement initiatives
Technology & Process
- Leading digital transformation initiatives
- Modernizing business processes
- Implementing new systems, processes and technologies
Project Management
- Coordinate with all relevant teams to ensure internal will meet client needs and they capture all unique sets of requirements
- Coordinate with both internal and external stakeholders to ensure the project scope is documented, agreed and completed at planning phases
- Tracking of projects, progress, status and deadlines
- Actively manage operational risk monthly reporting on status reports and key development issues to external clients and executive management team
- Ensure fluid execution and strategy for work forecasting and allocation
Sales Preparation
- Participate in marketing and sales pitches; effectively demonstrate and communicate Citco's workflows, best practices and technologies
- Request for proposal/information assistance
- Stakeholder in the development of new clients/business
- Leverage existing client relationship to secure new business, offering our products and services
Qualifications
About You:
- You have a related degree or related professional qualification.
- 5+ years' experience in accounting operations and relationship management
- 10+ years' experience in the financial industry and in an external client facing role
- 10+ years' experience Program and Project Management experience
- Proven knowledge of Private Equity, Real Assets, and Credit fund administration
- Proven Business Analysis experience
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
Job Info
- Job Identification 12621
- Job Category Fund Accounting
- Posting Date 12/17/2025, 01:08 PM
- Job Schedule Full time
- Locations Park Central 7, Dallas, TX, 75251, US
$220k
...About the job: The Client Partner is a high-impact... ...deep experience managing large-scale client relationships... ...-being throughout the changing stages of your life... ...that need to implement innovation at speed and... ...during the hiring and onboarding process. Click the...ImplementationFull timeLocal areaFlexible hours- ...likes tothink outside the box? We are seeking Wealth Management Professionals who work with their team to provide exceptional... ...as a resource for their team’s operational tasks and client experience byfacilitatingthe onboarding ofthe clientrelationships. OUR IMPACT Asset & Wealth...Implementation
- ...Description Job Description The Client Relations Manager – Military Operations is... ...Relations Manager leads program onboarding, manages client-requested changes, oversees billing operations,... ...Division. Coordinate implementation of new programs, client integrations...ImplementationWorldwideShift work
- ...Payments. You will oversee onboarding, due diligence, ongoing monitoring... ...reviews for sponsored clients including ISOs and PFs, with... ...risk governance and policy implementation. The role collaborates with... ...cross-functional risk teams to manage controls, KRIs/KPIs, and issue...Implementation
- ...comprehensive solutions to meet our clients' complex treasury... ...sales and go-live journey, onboarding, implementation and testing, and throughout... ...diligence and documentation, managing complex implementations and... ..., and also ensure change managementWork with onboarding...ImplementationContract workWork at office
- ...investors (LPs) and fund managers (GPs) to get better,... ...solutions for our clients. If you are a high... ...originating from new client implementations ~ Validate... ...team on client-facing change management activities... ...? ~ Comprehensive onboarding and training programs...ImplementationFull timeCasual workWork at officeWork visa
- ...trillion dollar wealth management industry by building... ...outcomes for their clients. We’re looking for exceptional... ...swiftly adapting to change and overcoming... ...for a Corporate RIA Onboarding Program Lead to own the... ...in onboarding, implementation, or transitions management...ImplementationFull timeWork at officeImmediate start3 days per week
$126.81k - $154.99k
...maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization... ...and processes. Coordinates the development and implementation of operational changes within the unit. May be responsible for meeting...ImplementationTemporary workWork experience placement3 days per week$50k
...institutional-grade investment management, advanced financial... ...services to our clients through a platform... ...net-worth households: onboarding new clients,... ...beneficiary and registration changes through Charles Schwab... ...and portfolio implementation Gather and verify client...ImplementationWork at office- Discover your exciting role The Change Manager leads the strategic integration and execution... ...initiation, evaluation, review, and implementation of changes, adherence to contractual obligations, project objectives and client expectations, while maintaining transparency...ImplementationContract workFor subcontractorLocal area
- ...partnerships with each other, our clients, and our communities.... ...As a Client Relationship Manager I, you will be the principal... ...budgets, risk management, QA/QC implementation, and close-out. Monitor financials... ...; review invoices and manage change orders and additional...ImplementationTemporary workWork at officeImmediate startFlexible hours
- Goldman Sachs Asset Management As one of the world’s... ...mission is to help our clients achieve their... ...solutions in an ever‑changing business environment.... ...for internal users (Onboarding / KYC, client service... ...testing, debugging and implementation. About Goldman Sachs...Implementation
- ...trillion dollar wealth management industry by building... ...outcomes for their clients. We’re looking for exceptional... ...swiftly adapting to change and overcoming... ...We’re looking for an Onboarding Specialist to own the... ...it. You’ll own your implementations end to end — running...ImplementationWork at officeImmediate startShift work3 days per week
- Altruist is seeking an Onboarding Specialist to guide advisory firms from post-sale handoff... ...on our platform. You’ll own the implementation plan, schedule milestones, and train teams... ...ensure smooth transitions and measurable value for clients. #J-18808-Ljbffr AltruistImplementation
- ## Sr. Client Services Account ManagerApplyremote type... ...Services Account Manager is responsible for the... ...expertise to support change initiatives, standardize... ...with the business to implement correctly.* Monitor staffing... ...seamless handover and onboarding of new clients...ImplementationRemote work
- ...Experient Group in Dallas, Texas is seeking a Change Management Consultant to guide organizations... ...stakeholder engagement and successful implementation of new business processes. The ideal... ...essential. Join us and support our clients in embracing change. #J-18808-Ljbffr...Implementation
$111.6k - $223.2k
...Client Partner We are seeking a talented individual to join our... ...multiple platform technology implementation partner, including Workday,... ...to C-suite stakeholders. Manage, mentor, and inspire a team of... ...across the portfolio. Risk & Change Leadership: Anticipate and...ImplementationMinimum wageRemote workFlexible hours- ...Senior Program Manager - Data Center Construction... ...Develop Best practice implementation for scalable teams... ...governance with seamless change management Employee... ...proposal management Client development and stakeholder... ...an in-person Day 1 onboarding at an AECOM office location...ImplementationFor subcontractorWork at officeRelocation package
$114.1k - $268.18k
...growth. In this ever-changing market environment, our... ...currently seeking a Manager to join our Advisory... ...Governance and Veza implementations including solution design... ..., and application onboarding Design identity governance... ...practices Help clients improve identity...ImplementationFull timeH1bLocal area- Salesforce Change Manager Our client located in Dallas, TX near the DFW Airport is in need of a Salesforce Change Manager. This is an onsite... ...stakeholders are prepared for successful system implementation. Develop and execute organizational change management...ImplementationFull timeContract workFor contractors
$131.56k
...People Consulting - Workforce Advisory - People Behavior Change Specialist - Manager - Multiple Positions - 1729317, Ernst & Young U.S. LLP, Dallas, TX. Advise clients on how to measure, shift, design, and implement organizational and individual behavioral programs and...ImplementationFull timeWork experience placementSummer holidayImmediate startMonday to FridayShift work- ...CALL CENTER CLIENT ACCOUNT MANAGER I MCI is one of the fastest-growing tech-enabled business... ...drive strategic initiatives, oversee change management, ensure process compliance... ...products and services Process design and implementation Client scorecards and business...ImplementationFull timeTemporary workWork experience placementWork at officeLocal areaRemote workShift work
$115k - $150k
...(NYSE: MRSH) business, is a management consulting firm driven by deep... ...Lead Strategic Change Initiatives and Pilots Manage... ...problem definition through implementation Translate broad strategic priorities... ...management consulting, advising clients in 130 countries. With...ImplementationMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$108k - $162k
...someone to join our team as the Regulatory Change Management Officer in U.S. Banks Non-Financial... ...evolving and innovating to better serve our clients and our communities in more than 40... ...change proposals - Develop, implement and maintain a process to collect, analyze...ImplementationFull timeTemporary work- ...Client Treasury Associate The Client Treasury Associate will support the implementation of treasury management solutions for business clients. This role involves collaborating with the... ...teams to ensure successful client onboarding and product implementation. Assisting...ImplementationWork at office
- ...seeking an experienced Call Center Client Account Manager III to manage complex business process... ...planning initiatives, oversee change management, ensure process compliance... ...products and services Process design and implementation Client scorecards and business...ImplementationFull timeWork at officeRemote work
$70k - $125k
...seeking someone to join our team as a Change Management Professional in Global Financial Crimes... ...and innovating to better serve our clients and our communities in more than 40 countries... ...control requirements. Support implementation of controls into systems and processes...ImplementationFull timeTemporary workLocal area$147.2k - $196.88k
...Grant Thornton is seeking an accomplished Manager in our Workforce Transformation Change Management practice, providing our clients and engagement delivery teams with... ...business transformation experience, such as ERP implementations, operating model design and...ImplementationWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hoursShift work3 days per week- ...Requirements ~7+ years of experience leading change management or transformation initiatives ~ Management consulting experience required ~ Experience with ERP implementations (Oracle Fusion preferred) ~ Strong knowledge of OCM methodologies (PROSCI...Implementation
$150k - $250k
...Institutional Securities, Wealth Management, and Asset Management.... ...advice and services to its clients, including brokerage, investment... ..., from inception through implementation Own the redesign of the online... ...buy-in for platform changes Work with members of Home...ImplementationFull timeTemporary workWork experience placementWork at officeWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Onboarding Implementation Client Change Management. Be the first to apply!
- senior implementation engineer Dallas, TX
- implementation support engineer Dallas, TX
- implementation engineer Dallas, TX
- director of implementation Dallas, TX
- implementation Dallas, TX
- network implementation engineer Dallas, TX
- saas implementation Dallas, TX
- vice president implementation Dallas, TX
- implementation technician Dallas, TX
- erp implementation Dallas, TX




