Operational Client Relationship Management 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.

• 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 Management Director is 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:
 

• Deliver proactive account management, including but not limited to understanding client goals and objectives, implementing a strategic relationship process, and deepening existing relationships.
• Develop an in-depth network and knowledge of what clients do at all levels of their business, including managing relationships with C-suite executives.
• Identify and clearly articulate the business drivers and strategic direction of our key clients internally to senior DTCC management. Work closely with Executive Directors (Sales, Product Management, etc.) Directors (Integration, Operations Management, etc.) of Key Client Program in pursuing new revenue generating activities
• Demonstrate the capability to engage at high level strategic and operational agendas, being able to clearly articulate DTCC strategies, solutions and capabilities to our clients and at industry/client events and relate them to client/industry needs.
• Manage & protect an existing base of revenue with an assigned client portfolio while also focusing on growth for new client prospects in the region.
• Present and clearly articulate the business drivers and strategic direction of our key clients internally to senior DTCC management. Work closely with Executive Directors (Sales, Product Management, etc.) Directors (Integration, Operations Management, etc.) of Key Client Program in pursuing new revenue generating activities
• Act as a trusted consultant to clients by contributing innovative ideas that anticipate and address client needs
• Operate self-sufficiently by identifying business needs and acting upon them with relatively little direct supervision, informing and seeking approval appropriately with senior management.
• Identify and understand areas where clients can mitigate risk by following established procedures, spotting key errors and demonstrating strong ethical behavior.
• Provide outreach and understanding as a liaison between various risk managements groups; liquidity, market and counterparty, and your underlying client or prospect to control exposures
• Comprehending the importance of being designated a SIFMU and understanding the risk management and resiliency standards this firm is required to adhere to.
• Be part of and appreciate an environment that demands a high level of regulatory oversight which provides the market infrastructure with safety, soundness and robust risk management principles.
• Understanding the mechanics of a Central Counterparty (CCP) and the risk management oversight it provides..
• Mitigates risk by following established procedures, spotting key errors and demonstrating strong ethical behavior.

Qualifications:

• Minimum of 10 years of related experience
• Bachelor's degree preferred or equivalent experience

Talents Needed for Success:

• Minimum of 5 years of related client relationship experience. Broad financial services, banks, broker dealer.
• Business understanding of fixed income and equity expertise
• Understand the lifecycle of a trade from execution through clearing to settlement of various asset classes.
• Clear interpretation of the sales processes and general business management
• Understanding of the functionality, similarities and differences between DTC, NSCC and FICC is preferable 

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.