Director, Buyside Client Relationship Lead

Reposted 12 Days Ago
Be an Early Applicant
Jersey City, NJ, USA
In-Office
Expert/Leader
Financial Services
The Role
The Client Lead Director oversees client relations and manages strategic partnerships with tier 1 and tier 2 Investment Managers, driving revenue growth and ensuring customer satisfaction. They coordinate with cross-functional teams and participate in industry discussions, while also providing strategic guidance and account management for DTCC's global client base.
Summary Generated by Built In

Are you ready to make an impact at DTCC?  

Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets.  We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact.  We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.

Pay and Benefits:

  • Competitive compensation, including base pay and annual incentive
  • Comprehensive health and life insurance and well-being benefits, based on location
  • Pension / Retirement benefits 
  • Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
  • DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). 

The impact you will have in this role:

The Relationship Management Director will oversee all client relations for DTCC with high profile (tier 1 and tier 2) Investment Managers in the financial services industry, growing the businesses and driving revenue. The Relationship Manager is the Voice of the Client and a trusted advisor who is responsible for overall customer satisfaction and ensuring optimization of customer use of Company services. The incumbent will also be DTCC's point of contact for participation in industry organizations, panels, as well as DTCC advisory boards and panels.

Your Primary Responsibilities:

  • Overall responsibility for strategic relationship management of key Investment Manager/Asset Manager customers across DTCC business lines.
  • Establish and build relationships with key clients to deepen and grow partnerships between DTCC and clients.
  • Lead and participate in appropriate cross-functional team discussions to provide client perspective/feedback.
  • Create and execute account plans that will maintain and grow Company revenue
  • Provide strategy, guidance, and expertise to ensure seamless support of DTCC’s global client base
  • Provide guidance on industry related initiatives affecting clients
  • Ensure that team coordinates closely with Product Management, Operations and other support areas
  • Coordinate client participation in DTCC sponsored events and other groups
  • Coordinate support activities and client surveys for Business Units and research and design purposes
  • Mitigates risk by following established procedures, spotting key errors and demonstrating strong ethical behavior.

**NOTE:  The Primary Responsibilities of this role are not limited to the details above. **

Qualifications:

  • Minimum of 10 years of related experience in managing investment management clients across clearance and settlement, post trade, and/or other business development areas.
  • Bachelor's degree preferred or equivalent experience
  • Experience in working with and understanding structure of Tier 1 & 2 Investment Managers 
  • Knowledge of derivatives and securities market practices, treasury markets preferred.
  • Knowledge of digital assets, tokenization nice to have

Talents Needed for Success:

  • Willingness to travel to top tier accounts
  • Established track record for delivery in a sales and account management role (3-5 years)
  • Excellent understanding of solution selling and sales process

The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

About Us
With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC’s subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at www.dtcc.com or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.

DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork.  When you join our team, you’ll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It’s the chance to make a difference at a company that’s truly one of a kind.

Learn more about Clearance and Settlement by clicking here.

About the TeamThe Chief Client Office (CCO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth and Business Line Success.  The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics & Operations.

Skills Required

  • Minimum of 10 years of related experience in managing investment management clients
  • Bachelor's degree preferred or equivalent experience
  • Experience in working with and understanding structure of Tier 1 & 2 Investment Managers
  • Knowledge of derivatives and securities market practices, treasury markets preferred
  • Knowledge of digital assets, tokenization nice to have

The Depository Trust & Clearing Corporation (DTCC) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Depository Trust & Clearing Corporation (DTCC) and has not been reviewed or approved by The Depository Trust & Clearing Corporation (DTCC).

  • Healthcare Strength Medical, dental, and vision coverage are comprehensive and include mental health support, in-network preventive care, and company-supported HSA/FSA options. Company HSA contributions plus life, AD&D, and disability coverage further reinforce depth of protection.
  • Retirement Support A 401(k) with company matching and references to pension-related benefits provide meaningful long-term savings support. Charitable contribution matching and financial-planning resources complement the core retirement offerings.
  • Parental & Family Support Generous parental leave, adoption assistance, childcare benefits, and dependent care FSAs indicate strong support for families. Back-up care and specialized family health programs are highlighted as part of the package.

The Depository Trust & Clearing Corporation (DTCC) Insights

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The Company
HQ: New York, NY
5,075 Employees
Year Founded: 1973

What We Do

With over 45 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 21 locations around the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm simplifies the complexities of clearing, settlement, asset servicing, data management, data reporting and information services across asset classes, bringing increased security and soundness to financial markets. In 2021, DTCC’s subsidiaries processed securities transactions valued at nearly U.S. $2.4 quadrillion. Its depository provides custody and asset servicing for securities issues from 177 countries and territories valued at U.S. $87.1 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes 16 billion messages annually. To learn more, please visit us at www.dtcc.com.

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