Senior Vice President, Digital Workflow, Automation & AI

Toronto, ON, Canada (Hybrid)

Job Description

About Citco

The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.

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.

Responsibilities

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 chance — 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.

Qualifications

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.

Skil

📌 Senior Vice President, Digital Workflow, Automation (Canada)
🏢 The Citco Group
📍 Canada