Implementation Manager (Securities Services Ops) - Vice President


Securities Services & Issuer Operations has ~5,500 FTE and services multiple products, including Funds Services, Global Custody and Direct Custody and Clearing Services. 


 The Client Implementations organization, within SS&I Ops, has global responsibility for Client Implementations across these Securities Services products.


The role of Implementations Manager (IM) is to work with Clients, Business, Technology and Ops as a central point of contact for any Securities Services client on-boarding activities in Hong Kong. He/she is responsible for the planning, on-boarding new and migrating existing funds. This can include liaising with various fund managers.

Key Responsibilities:

  • Act as the single point of contact to clients’ contact involved in implementation. Manage and coordinate the overall implementation process including migrations, account openings and entitlements to deliver client desired services
  • Develop and communicate a regular status of all implementations in the relevant region highlighting any potential risk 
  • Engage in client discussions & relationship management activities as required to support the various Businesses
  • Work together with key parties in each project, and ensure all parties are accountable for their tasks and progress as planned.
  • Manage tasks to shorten cycle time and accelerate generation of revenues.
  • Handhold clients in fulfilling markets account opening documentations
  • Lead internal resources across functions (operations, systems, and products management), to complete implementations on time
  • Arrange handover of the client service requirements to Client Servicing Team for seamless transition upon successful completion of transition activities, and post implementation review    
  • Coordinate transition activities with all internal and external parties and report to clients
  • Provide feedback on current processes and be a member to contribute to process improvement initiatives, if appropriate
  • Provide regular internal and external update regarding that projects that he/she is running

Experience/Qualifications:

  • Extensive knowledge of banking products and operations, especially securities related services including Fund Accounting and System Web
  • Minimum of 13 - 15 years in a securities operations/client service role
  • Solid experience of assets transition and custody account opening activities preferred
  • Strong Customer orientation, Client facing skills and team player
  • Energetic, flexible, collaborative, and proactive with strong organizational skills
  • Good time management, negotiation and communication skills
  • PMP certified and good project management skills
  • Proficient in MS Projects
  • Able to identify issues/risks and escalate where appropriate

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Grade :All Job Level - All Job Functions

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Time Type :Full time

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE.

To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.
To view the EEO Policy Statement CLICK HERE.
To view the Pay Transparency Posting CLICK HERE.


Securities Services & Issuer Operations has ~5,500 FTE and services multiple products, including Funds Services, Global Custody and Direct Custody and Clearing Services. 


 The Client Implementations organization, within SS&I Ops, has global responsibility for Client Implementations across these Securities Services products.


The role of Implementations Manager (IM) is to work with Clients, Business, Technology and Ops as a central point of contact for any Securities Services client on-boarding activities in Hong Kong. He/she is responsible for the planning, on-boarding new and migrating existing funds. This can include liaising with various fund managers.

Key Responsibilities:

  • Act as the single point of contact to clients’ contact involved in implementation. Manage and coordinate the overall implementation process including migrations, account openings and entitlements to deliver client desired services
  • Develop and communicate a regular status of all implementations in the relevant region highlighting any potential risk 
  • Engage in client discussions & relationship management activities as required to support the various Businesses
  • Work together with key parties in each project, and ensure all parties are accountable for their tasks and progress as planned.
  • Manage tasks to shorten cycle time and accelerate generation of revenues.
  • Handhold clients in fulfilling markets account opening documentations
  • Lead internal resources across functions (operations, systems, and products management), to complete implementations on time
  • Arrange handover of the client service requirements to Client Servicing Team for seamless transition upon successful completion of transition activities, and post implementation review    
  • Coordinate transition activities with all internal and external parties and report to clients
  • Provide feedback on current processes and be a member to contribute to process improvement initiatives, if appropriate
  • Provide regular internal and external update regarding that projects that he/she is running

Experience/Qualifications:

  • Extensive knowledge of banking products and operations, especially securities related services including Fund Accounting and System Web
  • Minimum of 13 - 15 years in a securities operations/client service role
  • Solid experience of assets transition and custody account opening activities preferred
  • Strong Customer orientation, Client facing skills and team player
  • Energetic, flexible, collaborative, and proactive with strong organizational skills
  • Good time management, negotiation and communication skills
  • PMP certified and good project management skills
  • Proficient in MS Projects
  • Able to identify issues/risks and escalate where appropriate

-------------------------------------------------

Grade :All Job Level - All Job Functions

------------------------------------------------------

Time Type :Full time

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE.

To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.
To view the EEO Policy Statement CLICK HERE.
To view the Pay Transparency Posting CLICK HERE.

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