Senior AU/NZ Transfer Agency and Collective Investment Service Operational Oversight Lead

About the role

Citi is looking for a Senior Vice President to lead operational execution and delivery of key Australian and regional/global operational projects for the Transfer Agency and Collective Investment Service operations. The role is an operational subject-matter expert position, not a project or program role, and sits within the Global Transfer Agency and Collective Investment Service Management team. It covers location strategy, end-state operating model design, automation projects, regulatory, tax reporting and AML/KYC initiatives, and reports to the Regional Head of Transfer Agency and Collective Investment Service Operations.

Key responsibilities

• Manage a wide network of internal and external stakeholders, including Country and Regional Management, Client Executives, Product Heads, Legal, Technology, clients, auditors, regulators and industry participants.
• Define and execute initiatives with TA Technology, TA Product, Global Change and cross-functional onshore and offshore teams to deliver efficient operational models.
• Drive efficiency, automation and cost reduction, and implement best-practice processes and risk management controls across locations.
• Ensure regulatory and Citi policy requirements are met, including AML, tax reporting and other regulatory changes, and obtain regulatory approvals.
• Work with Global Change teams to design and run interim and end-state operating models, and ensure operational readiness before go-live.
• Monitor progress against business goals using defined success criteria and metrics, and lead the resolution of issues.
• Lead talent management, mentoring, development and succession planning for the team.
• Assess operational risk, uphold compliance and escalate risk control issues transparently.

Required profile

• 10+ years of relevant Transfer Agency and Collective Investment Service operational experience, including 6+ years of managerial leadership.
• Detailed understanding of the regulatory environment, including AML/KYC, TTM and FATCA/CRS reporting in at least one jurisdiction.
• Experience in operational process management and deployment, with a track record of delivering operational change.
• Bachelor's degree or equivalent experience.
• Benefits: experience interpreting regulations and liaising with regulators, multiple locations, industry participation and experience in a highly regulated environment.

Required skills

• Strong strategic leadership, risk, control and problem-solving skills.
• Excellent written, oral and presentation skills with senior stakeholders and clients.
• Strong people development skills and ability to build trust across a global footprint.