Client Lead Director

DTCCJersey City, NJ
5dHybrid

About The Position

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

Requirements

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

Nice To Haves

  • Knowledge of digital assets, tokenization nice to have

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.

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).
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