VP - Digital Workflow, Automation & AI

Overview

In this role you will drive automation and digital workflow initiatives within Strategic Operations, Pod C, from opportunity assessment to deployment and realized benefits. You will partner with Operations, IT, and Transformation to design, test, and implement automated processes that scale. The role focuses on identifying automation opportunities, building business cases, and delivering end-to-end changes that stick in the business. You’ll be at the heart of Citco’s transformation, enabling measurable efficiency across private assets operations.

Responsibilities

• Deliver automation and digital workflow changes from opportunity identification through deployment and measured benefit
• Identify processes suitable for automation or AI, quantify the opportunity, and build the case
• Design the target workflow with exception handling and controls
• Write and agree requirements with IT and the Transformation Office, and support them through build
• Design, plan and execute testing, including UAT, and manage defects through to sign-off
• Deploy solutions into the business and confirm they are used as intended
• Measure and report realized benefit against the original case
• Collaborate with Pods A and B where automation depends on process redesign or data capability
• Produce project documentation, status reporting and ad hoc analysis

Key requirements

• 8+ years’ experience in private assets accounting or operations with hands-on exposure to automation or process improvement
• Hands-on experience of automation deployment, workflow design, process improvement or system implementation
• Strong technical knowledge of private assets processes and where manual effort sits
• Familiarity with automation and workflow tooling; practical view of AI applicability
• Project management skills with attention to detail and ability to multi-task
• Confident engaging both operational teams and technology partners
• Strong written and verbal communication skills
• Advanced Microsoft Excel; familiarity with reporting, workflow or automation tooling is an advantage
• Bachelor’s Degree in Accounting, Finance or Economics; professional accounting designation is preferred

• Strong communication and stakeholder management
• Curiosity and willingness to challenge the status quo
• Transformational mindset and end-to-end change ownership
• Automation deployment
• Workflow design and tooling
• AI awareness and applicability

Full job description from WhatJobs. Apply for this role →