DTCC

Director, Buyside Client Relationship Lead

DTCC$130K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience managing investment management clients in related areas
  • Bachelor's degree or equivalent experience preferred
  • Experience with Tier 1 & 2 Investment Managers
  • Knowledge of derivatives and securities market practices
  • Familiarity with digital assets and tokenization is a plus

Responsibilities

  • Oversee strategic relationship management for key Investment Manager clients
  • Build and deepen relationships to enhance partnerships with clients
  • Lead discussions across teams to integrate client feedback
  • Create and execute account growth plans
  • Provide strategic guidance to support clients globally
  • Advise on industry initiatives affecting clients
  • Ensure coordination with Product Management and Operations
  • Facilitate client participation in DTCC events

Benefits

  • Opportunities for professional travel to meet with top-tier accounts
  • Welcoming environment with a focus on enhancing client satisfaction
  • Access to industry panels and advisory boards for professional visibility
  • Participation in cross-functional teams for broader business engagement
Full Job Description
Job Description

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.

About the Team

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.

About DTCC

The Depository Trust & Clearing Corporation (DTCC) is a financial services company that provides clearing, settlement, and information services for the global financial industry. DTCC was founded in 1999 and is headquartered in New York City. The company operates through subsidiaries that provide services such as trade matching, risk management, and asset servicing. DTCC is owned by its users, which include broker-dealers, banks, and other financial institutions. The company is committed to reducing risk and increasing efficiency in the financial markets.
Learn more about DTCC
Size
4,000 employees
Industry
Founded
1973

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