Executive Vice President - Client Services; Private Assets
Listed on 2026-09-05
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Management
Client Relationship Management
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
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.
As a core member of our Private Equity team, you will be 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.
Citco is seeking an accomplished Executive Vice President to lead Client Service and Fund Accounting for Private Equity clients within our growing Dallas operation. This is a strategic leadership opportunity for an experienced industry professional who can combine deep technical expertise with exceptional client relationship management and organizational leadership.
Your Role:The successful candidate will play a key role in expanding Citco's presence in Dallas, helping shape the future of our private assets business while supporting some of the industry's most sophisticated and high-profile clients. This position offers the opportunity to influence the growth of a developing business footprint and build a team capable of delivering best-in-class service:
- You will be responsible for client
Relationship Management for some prestige Private Equity Clients. - Act as a trusted advisor to clients, developing long-term partnerships and proactively identifying opportunities to enhance service and client satisfaction.
- Lead, mentor, and develop a growing team of professionals supporting private assets clients.
- Support the successful integration and development of teams while fostering a collaborative and client-centric culture.
- Maintain and enhance client relationships by monitoring and developing client service level agreements providing a full service/ product offering
- Leverage existing client relationships to secure new business, offering our products and services
- Be responsible for monitoring and owning gross margins for clients and will be measured on increase of client wallet share
- Work closely and participate with Business Development and Senior Management teams on marketing pitches and other client presentations
- Work in partnership with the Senior Vice Presidents and wider Citco team to oversee the resolution of complex client issues
- Visit clients on periodic basis to evaluate service quality and identify client priorities, ensuring services are delivered in accordance with agreed KPIs, SLAs, and Fund Documents
- Work alongside our integration team to establish plan for new client setup and transitions, and assist to develop best operating models for optimal service delivery to clients
- Maintain a pro-active customer focus at all times
- Enhance current servicing levels and deliver beyond client expectations
- Coordinate with various stakeholders, including other operational and ancillary service groups to ensure client deliverables are met timely and accurately
- Assist in the resolution of complex client issues
- Review private equity fund client’s partnership agreements, PPMs and other materials
- Develop and implement best practice standards and drive towards efficiencies
- Maintain pristine compliance with local regulators and internal/external auditors
- Establish and document business contingency plans for all areas of responsibility
- Participate in and lead projects that may be defined from time to time in connection with the continuing expansion and evolution of the business
- Review departmental procedures and policies and supervise Vice Presidents to ensure adherence to these procedures
- Set challenging team goals & empower people to achieve them
- Keep people focused on critical goals and deadlines through frequent and consistent communication
- Motivate people by creating a high…
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