Manager, Digital Workflow, Automation & AI
Key Skills for This Role
Full Job Posting
About Citco and the team
Citco provides asset servicing across alternative assets, corporations, and private clients.
Strategic Operations brings transformation delivery, project execution, business analysis, operational initiatives, and implementation support together.
Digital Workflow, Automation & AI identifies and delivers workflow, automation, and AI opportunities, establishes controls, and measures benefits.
The team partners with Operations, the Transformation Office, IT, Tactical Operations, and Marquee Client teams.
Strategic Operations roles may be permanent or approximately 12-month rotational assignments; rotational colleagues return to their business roles after gaining project experience.
Your role
- Support identification, build, and deployment of automation and digital workflow solutions.
- Map processes and quantify manual effort.
- Support target workflow design, including exceptions and controls.
- Draft requirements and supporting documentation for IT and Transformation Office review.
- Build and execute test scripts, run UAT, and track defects to resolution.
- Support deployment with user guidance and training materials.
- Track usage and benefits after go-live and flag adoption issues.
- Maintain project documents, trackers, and status reports.
About you
- At least 4 years of experience in private assets accounting or operations, with exposure to automation or process improvement.
- Solid technical knowledge of private assets processes and manual steps.
- Exposure to automation tools, workflow design, or testing, or a clear appetite to develop in that area.
- Comfort challenging manual processes and evidencing a better approach.
- Strong analytical skills and ability to interrogate data and support recommendations.
- Attention to detail and ability to manage multiple work items.
- Strong written and verbal communication skills.
- Advanced computer skills, including Microsoft Excel; exposure to reporting, workflow, or automation tools is an advantage.
- Bachelor’s degree in Accounting, Finance, or Economics; pursuing a professional accounting designation is an advantage.
Strategic Operations expectations
- Bring deep technical and operational knowledge of processes, data, and platforms.
- Show curiosity and a willingness to challenge existing processes and seek improvements.
- Redesign end-to-end and support changes through adoption after go-live.
- Own outcomes through adoption, with success measured by sustained business use.
- Apply commercial and client awareness so commitments are operationally deliverable.
- Work across regions, jurisdictions, and time zones, designing scalable solutions.
- Contribute to shaping the future operating model.
Salary
- The stated salary range is $111,000–$133,000 CAD; no pay cadence is specified.
- The position is for an existing vacancy.
Benefits
- Citco offers benefits, training, education support, and flexible working arrangements.
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