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Director, Buyside Client Relationship Lead

DTCC Candidate Experience Site

WorldwideRemote2mo ago
Employment
Full-time
Seniority
Lead

About the role

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.

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.

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.

Perks & benefits

  • Paid Time Off

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