Operational Client Relationship Management Associate Director

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 are 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. 

The 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.

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: 
 

An Operational Client Relationship Manager is to be a trusted strategic advisor to our clients, partnering to analyze their use of our products and services to provide more efficiency and value resulting in a greater client experience and revenue generation. The individual which fills this role will begin the process of identifying key performance metrics to identify trends and efficiency opportunities for our key relationships. The OCRM manager will begin to create, track and provide client centric service metrics utilizing snowflake and other data base platforms to form metrics for client observations and trends related to Risk, Settlement and Billables. The role requires a consultative mindset where the individual develops relationship with specified clients at various senior levels within the organization. They are expected to uncover various information by consulting with the client to better understand their particular use of our products and services. This information can create new opportunities to expand DTCC's partnerships and to stay abreast of the current market trends for the client segment supported; this includes investment managers, hedge funds, broker/dealers, outsourcers and custodians. We look to create a simplified data driven approach which we can replicate in order to provide added value and efficiency. The role requires a significant level of internal collaboration to communicate your client's needs. This includes coordination with our Data, Risk , Product, Global Operations and Client Service teams.

Your Primary Responsibilities: 

• Planning - Displays strategic understanding of clients’ business priorities and market segment to define how to match their needs with DTCC products, services and other corporate objectives / initiatives.
• Relationship Building - Builds and cultivates client relationships across the most senior levels of client management to expand product & service utilization
• Collaboration – Works effectively with senior management across functions and internal teams to understand & deliver on enterprise and / or client objectives.
• Information Sharing – Communicates client and industry insights through call reports and other tools and escalates information, as warranted, with appropriate Executive Management.
• Client Service - Acts as client “advocate” and escalates issues / concerns as warranted to management to ensure client needs are being appropriately addressed
• Mitigates risk by following established procedures and monitoring controls, spotting key errors and demonstrating strong ethical behavior.

Qualifications:

• Minimum of 8 years of related experience
• Bachelor's degree preferred or equivalent experience

Talents Needed for Success:

• In-depth knowledge of securities industry and business applications for banks, brokers, investment managers, etc., including knowledge of trade capture, clearance and settlement systems, asset servicing & securities processing, related technology, service bureaus, data vendors, and other partners.

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.

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.