Onboarding Implementation Client Change Management
The Citco Group Limited
About the Team & Business Line 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. Job Description 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 Lead and oversee client integrations, conversions, and strategic projects. Manage virtual teams tasked with project managing client transformations across operating models, digital, data, regulatory & compliance, and technology. Secure new business and manage existing client relationships and implementations. Provide strategic leadership, ensuring programs are standardized, risk‑adverse, documented with management reporting, and marketed to identify opportunities for expansion and improvement. Develop and implement transformation strategies. Manage complex, cross‑functional programs; set and track program milestones and KPIs. Coordinate with senior leadership and key stakeholders; lead change management and communication efforts. Build and maintain relationships across business units. Oversee program budgets, resources, risks, and dependencies while ensuring alignment with business objectives. Drive continuous improvement initiatives. Lead digital transformation initiatives, modernize business processes, and implement new systems, processes, and technologies. Coordinate with all relevant teams to capture requirements and document scope with both internal and external stakeholders. Track projects, progress, status, and deadlines; manage operational risk with monthly reporting to external clients and executive management. Ensure efficient execution and forecasting of work allocation. Participate in marketing and sales pitches; effectively demonstrate Citco’s workflows, best practices, and technologies. Assist with RFP and information requests; serve as a stakeholder in the development of new clients/business. Leverage existing client relationships to secure new business and offer our products and services. Location Dallas, Texas Qualifications Related degree or 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 in Program and Project Management. 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. #J-18808-Ljbffr
- ...Executive Vice President (EVP) Client Transformation Program Manager Job Description Transformation... ...clear direction and governance to change, positioning CFS to continually evolve... ...existing client relationships and implementations, will have a lead role in global...ImplementationFull timeWork at officeLocal areaFlexible hours
- ...opportunities, and turn them into clients for life. We’re a... ...companies. What you’ll do: As the Onboarding Manager at Real Geeks, you will... ...stronger results across implementation, early retention, and customer... ...never feels left behind by change. Analytical, not lost in...ImplementationWork at officeRemote work
- ...Transaction Banking - Onboarding - Dallas - Vice President... ...solutions to meet our clients' complex treasury... ...journey, onboarding, implementation and testing, and throughout... ...working on and managing complex client onboardings... ...incorporating product change management, and identify...ImplementationFull timeContract workTemporary workWork at office
- ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking... ..., we engage directly with clients, providing market insights and... ...Job Description The Treasury Onboarding Project Manager is primarily... ...responsible for providing Project and Change Management, Sales,...SuggestedWork at office
- ...is growing, and we are in search of an onboarding manager to join our dynamic team of Fivers! We... ...progress, meet deadlines, and support implementation across multiple properties or... ...Over the length of employment these functions and tasks may change. #J-18808-Ljbffr...ImplementationWork at officeMonday to Friday
- Craftable in Dallas is seeking a highly skilled Implementation Manager to lead client onboarding and ensure successful software implementation. This role requires strong project management abilities and a deep understanding of the hospitality industry. The ideal candidate...Implementation
- 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
$135.8k - $159.8k
..., willing to listen to your ideas. The Manager, Change Management - Armanino Ventures (Change... ...Director, Transformation in leading and implementing change management for the firm’s Level... ..., collaborating with practice leaders, client delivery leads, product managers, and internal...ImplementationContract workWork experience placementLocal areaFlexible hoursShift work$59.9k - $74.6k
...service wherever our clients' needs take us. As one... ...Specialist, Global Onboarding Employment Type Regular... ..., and master data management within the Global Accounts... ...to the firm’s P2P implementation success, SOX controls... ...documentation of all changes; and Establish and...ImplementationTemporary workWork at officeLocal areaFlexible hours- ...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
- ...Looking to add an experienced Call Center Client Account Manager II to support complex business... ...relationship including strategic planning, change management, process creation and... ...and services Process design and implementation Client scorecards and business reviews...ImplementationFull timeContract workTemporary workCasual workWork at officeLocal areaRemote work
- ...Harbor is seeking a Manager, Vendor Management Office... ...services to support clients manage their vendor governance... ...and vendor onboarding, strategic sourcing, buying... ...team members and implementing the identified opportunities... ...and implementing change while minimizing organizational...ImplementationPermanent employmentContract workWork at officeRemote work
- ...Client Success Manager Join Our Growing Team at Pereview Software: Client Success Manager... ...throughout their entire journey post implementation as well as continuing to improve the... ...client base As needed, shadow Client Onboarding projects, as well as other...Implementation
- ...proactive and solution-oriented Implementation Lead to ensure successful... ...for leading process changes, handling client escalations, and mentoring... ...scope and budget Document onboarding trends and proactively work... ...administration, operations management, or related field. PMP or...Implementation
- ABOUT ASSET & WEALTH MANAGEMENT Goldman Sachs’ Asset & Wealth Management... ...geographies. AWM helps it’s clients navigate today’s dynamic... ...Asset & Wealth Management: Change Management Global Change Managers... ...the timely delivery of implementations, on budget and to a high quality...Implementation
- ...Dallas is looking for an Operations Associate to assist in client onboarding and operational processes. The role involves maintaining client... ...proficiency in Microsoft Office, and a strong desire to advance in the financial management industry. #J-18808-Ljbffr LegacyknightWork at office
- Our client, the U.S.’s largest commercial real estate services firm, has an exciting opportunity for a Change Manager in Richardson, TX . This 8+ month contract role is ideal for a highly... ...in enterprise technology implementations, stakeholder engagement, communications...ImplementationContract work
- HR & Client Services Coordinator Company: Strategic Focus, LLC Location: Dallas... ...of the Principal, responsible for managing day-to-day HR operations,... ...organizations Execute HR processes including onboarding, offboarding, policy implementation, and compliance tracking Draft...ImplementationLocal area
- ...not limited to: capital planning, change management, commissioning/asset onboarding, communications, construction... ...HDR project delivery teams and clients on the technical, regulatory, financial... ...risks that may impact program implementation, and assist HDR project delivery...ImplementationContract workFor contractorsWork at office
- Executive in Residence - Client Experience & Operations Company... ...comprehensive, tailored wealth management experience. Farther’s... ...solutions and supporting automation implementation Maintain service delivery... ...through growth and change Strong cross‑functional influence...ImplementationContract workTemporary workFixed term contractInterim roleWork at officeLocal area
$146.7k - $335.1k
...working world. The Transition/Onboarding Lead will play a critical... ...transition, and stabilization of clients onto EY’s IFMS operating... ...of contact during transition, managing communications, risks, issues... ...technology SMRs. Drive structured change management, communications,...Summer holidayFlexible hoursShift work$120k
About The Role As the Defined Contributions Client Leader, you will be responsible for... ...the business and create client-specific implementation plans. You will keep updated with your client... ...sales process. Acting as a positive change agent, both internally and externally....ImplementationWork experience placementWork at officeLocal areaWorldwide- ...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
- ...hospitality leadership/management Position Summary:... ...the development and implementation of policies and practices... ...of mind for our clients and explain those values... ...and communicate changes in regulations and company... ...in the interview and onboarding process? Team...ImplementationHourly payAll shiftsShift workNight shift
- ...receive an alert: Treasury Onboarding Consultant Location: Dallas... ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking... ..., we engage directly with clients, providing market insights and... ...Managers (RMs) to implement products and services for customers...ImplementationTemporary work
- ...Goldman Sachs’ Asset & Wealth Management Division (AWM) is one of the... ...geographies. AWM helps it’s clients navigate today’s dynamic... ...Asset & Wealth Management: Change Management Global Change Managers... ...the timely delivery of implementations, on budget and to a high quality...ImplementationFull timeWork at office
- ...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
- CliftonLarsonAllen is seeking an experienced Senior Project Manager to lead Acumatica ERP projects from kickoff through go-live and post-implementation support. You will coordinate internal teams and client stakeholders to ensure clear communication, on-time delivery,...Implementation
- A recruitment firm is seeking an experienced ADP Workforce Now Implementation Project Manager for a contract role in Addison, TX. This position focuses on configuring and implementing Onboarding and Recruitment modules within ADP for a multi-state organization. The ideal...ImplementationContract work
$85k - $100k
Switchboard Hiring is seeking an Implementation Manager for their client, Yooz, to manage cloud-based solutions for customers. This hybrid role requires 3+ years of experience in project management, balancing customer interactions with technical collaboration. Located in...Implementation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Onboarding Implementation Client Change Management. Be the first to apply!
- vice president implementation Dallas, TX
- implementation project coordinator Dallas, TX
- implementation technician Dallas, TX
- implementation Dallas, TX
- senior implementation engineer Dallas, TX
- implementation coordinator Dallas, TX
- kronos implementation Dallas, TX
- director of implementation Dallas, TX
- network implementation engineer Dallas, TX
- implementation engineer Dallas, TX

