Operational Client Relationship Management Director

DTCC; Tampa (FL); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive health and life benefits

Pension / Retirement benefits

Paid Time Off and personal/family care

Job summary

DTCC is seeking an Operational Client Relationship Management Director to serve as a trusted strategic advisor to major clients. The role focuses on analyzing client use of products and services to enhance efficiency, drive revenue, and improve the client experience.

You will identify metrics, build data-driven insights, and collaborate with Risk, Product, and Operations teams. The role requires strong consultative skills, the ability to engage with executives, and a track record of growing

Qualifications

• Experience leading client relationship programs and managing senior-level client engagements.
• Ability to articulate business drivers and DTCC capabilities to executives.
• Strong collaboration with cross-functional teams to deliver client value.

Responsibilities

• Deliver proactive account management and deepen client relationships.
• Develop knowledge of client business and engage with C-suite executives.
• Articulate business drivers to senior DTCC leadership and pursue revenue opportunities.
• Engage at high-level strategic and operational agendas and relate DTCC solutions to client needs.
• Manage a growing client portfolio while seeking new revenue in the region.
• Act as trusted consultant, proposing innovative ideas to address client needs.

Skills

Strategic relationship management

Consultative mindset

Executive-level communication

Collaboration across teams

Client management

Job description

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 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 management groups; liquidity, market and counterparty, and your u