Transformation Delivery Associate Director
About the job
- A minimum of 7 years of related experience.
- A bachelor's degree is preferred, or equivalent experience.
- Advanced PowerPoint skills, including slide design, data visualization, and storytelling.
- Expertise with Excel, including formulas, PivotTables, and data analysis.
- Expertise with program and portfolio management tooling such as Jira and Planview, along with disciplined use of roadmaps, RAID logs, dependency maps, and milestone plans.
- Demonstrated proficiency developing executive-level materials and narratives.
- Familiarity with project management methodologies including agile, waterfall, and hybrid practices and governance models.
- Ability to identify, assess, and mitigate risks across complex initiatives and programs.
- Ability to communicate clearly, influence decision-making, and drive alignment across senior business and technology stakeholders.
- Ability to establish execution discipline while navigating ambiguity, competing priorities, and evolving scope.
- Ability to recognize patterns and interdependencies across projects to proactively manage program-level risks and constraints.
- Financial and resource management acumen, including assessing trade-offs between scope, sequencing, capacity, and investment.
- Knowledge of industry regulations, compliance, and standards impacting initiatives.
- Ability to build trusted partnerships, navigate organizational dynamics, and drive accountability without direct authority.
- Change leadership capability to ensure adoption and sustainability of program outcomes through integrated planning and stakeholder engagement.
- Ability to contribute to the advancement of program management maturity across the EPMO.
- Own end-to-end program reporting and delivery, integrating multiple related initiatives across business, technology, operations, and control functions to achieve defined strategic outcomes.
- Translate strategic objectives into cohesive program roadmaps, sequence initiatives, manage interdependencies, and align delivery to business priorities.
- Serve as the primary point of accountability for program-level risks, issues, financials, and delivery health; proactively identify systemic challenges and drive resolution.
- Lead and coordinate project managers and workstream leads, ensuring consistency of execution, governance, and reporting across the program.
- Engage senior business and technology leaders to shape scope, resolve trade-offs, and enable timely decision-making.
- Prepare and deliver executive-level communications, including program narratives, integrated risk views, dependency analyses, and decision materials for leadership forums.
- Apply Project Management Institute best practices for complex program management and continuously assess delivery approach, governance, and execution effectiveness.
- Drive change adoption at scale by ensuring program outcomes are embedded into business operations, processes, and operating models.
- Mentor and develop project management talent within the Enterprise Project Management Office, raising overall program and delivery maturity.
- Partner with portfolio leaders to balance delivery rigor, capacity constraints, and evolving business needs across the portfolio.
- Mitigate risk by following established procedures and monitoring controls, spotting key errors, and demonstrating strong ethical behavior.
- Experience with digital assets and/or blockchain technology and products.
- SAFe Release Train Engineer or Scrum Lead certification or experience, including hands-on experience facilitating Agile execution, dependency management, and program-level delivery governance.
- Demonstrated application of Project Management Institute best practices for complex program management, including governance design, benefits realization, cross-initiative dependency management, and systemic risk management across enterprise programs.
- Enterprise orientation with the ability to align multiple initiatives to strategic objectives and intended business outcomes.
- Executive presence and judgment, with the ability to communicate clearly, influence decision-making, and drive alignment across senior business and technology stakeholders.
- Systems thinking mindset, recognizing patterns and interdependencies across projects to proactively manage program-level risks and constraints.
- Coaching and talent-development mindset.
About the company
DTCC is a centralized post-trade market infrastructure for the global financial services industry. It automates, centralizes, and standardizes the processing of financial transactions across asset classes, handling clearing, settlement, asset servicing, trade reporting, and data services. Its network spans 21 locations worldwide, serving thousands of broker/dealers, custodian banks, and asset managers, with industry ownership and governance that aims to reduce risk, increase transparency, and improve efficiency. The company operates through subsidiaries that process large-scale securities transactions ( trillions of dollars in value) and provides custody and asset servicing for issues from over 150 countries. Its Global Trade Repository processes billions of messages annually. DTCC's goal is to simplify market operations, enhance resilience, and support the broader move toward digital assets, while maintaining soundness and reliability for existing financial markets.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
1973
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Simplify's Take
What believers are saying
- September 28, 2026 iCapital deal expands DTCC into private-markets infrastructure.
- July 15, 2026 tokenized production trades with 30-plus firms validate operational demand.
- Samir Pandiri joined September 28, 2026, sharpening client coverage during digital-market expansion.
What critics are saying
- SEC relief for DTC tokenization expires three years after launch; renewal uncertainty starts 2029.
- Alpine Securities litigation shows participants can fight DTCC de-service actions through SEC review.
- Circle Arc, with BlackRock and Visa aboard, shifts settlement activity onto open blockchain rails.
What makes DTCC unique
- DTCC clears and settles $4.7 quadrillion annually, anchoring global post-trade plumbing.
- Fund/SERV processes over 85% of U.S. mutual fund activity, giving unmatched distribution reach.
- October 2026 DTC tokenization launch links traditional custody, tokens, and regulated settlement.
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Benefits
Health Insurance
Life Insurance
401(k) Retirement Plan
Unlimited Paid Time Off
Hybrid Work Options
Company News
The Depository Trust & Clearing Corporation has taken an undisclosed stake in fintech platform iCapital to expand private markets infrastructure. The partnership aims to reduce workflow hurdles for wealth advisors and asset managers accessing public and private investments. The firms plan to integrate DTCC's Alternative Investment Product with iCapital's platform to enhance transaction processing, data exchange, and financial reporting capabilities. For advisors, the expansion will streamline alternative investments within client portfolios, whilst asset managers gain more standardised infrastructure for serving the wealth market. DTCC's head of Wealth & Investment Solutions, Talia Klein, will join iCapital's board. Last July, iCapital raised over $820 million in a funding round co-led by T. Rowe Price and SurgoCap Partners, achieving a post-money valuation exceeding $7.5 billion.
DTCC appoints industry leader Samir Pandiri as Chief Client Officer. The Depository Trust & Clearing Corporation (DTCC), the post-trade market infrastructure for the global financial services industry, has appointed Samir Pandiri as Managing Director and Chief Client Officer, effective 28 September. Pandiri joins the DTCC Executive Committee and will report to Frank La Salla, President & Chief Executive Officer. Pandiri will oversee DTCC's Global Client Management team (Client Leads, Relationship Management & Growth, Partnerships and Strategic Alliances), DTCC Consulting Services and Marketing & Communications. He will hold overarching responsibility for building long-term client and stakeholder partnerships and driving excellence and innovation in client coverage and value delivery. Throughout his 30-plus years in finance, Pandiri has managed large organisations, driven key post-trade infrastructure initiatives and collaborated with senior leaders across the industry. He has an extensive background in asset servicing, fund administration, capital markets, fintech, corporate services, wealth management and trustee services. Prior to joining DTCC, Pandiri held executive leadership positions at TMF Group, Apex Group, Broadridge International and BNY. He has led teams in the Americas, EMEA and APAC throughout his career, including more than 15 years in Hong Kong and London. "Samir's unique combination of skills will enable us to build stronger relationships across the industry and serve as a strategic partner to our clients," said La Salla. "His deep knowledge of global finance and post-trade infrastructure will be critical as we advance initiatives to enhance market structure, mitigate risk and create the digital markets of the future." "I have had the privilege of interacting directly or indirectly with DTCC over the years, and from those experiences, I have developed a deep appreciation and respect for the critical work of the company and the outstanding people who deliver on its mission every day," said Pandiri. "I'm excited to join the firm and help further elevate how we support our clients during this period of accelerating change and transformation."
DTCC & iCapital partner on private markets infrastructure. Tue, 29th Sep 2026 (Today) DTCC and iCapital have agreed on a strategic collaboration to develop infrastructure for private markets. DTCC has also made a strategic investment in iCapital. The partnership aims to connect data, operations and market participants across the private investment lifecycle, with a focus on reducing operational friction for wealth advisers and asset managers. The move comes as private assets take a larger share of investor portfolios and wealth managers look for ways to handle alternative investments with systems closer to those used in public markets. Under the collaboration, DTCC will combine its post-trade market infrastructure and network with iCapital's technology platform and investment workflow tools. The companies said this should support more connected and automated processes for transaction handling, data exchange, administration and reporting. An initial priority will be deeper integration between DTCC's Alternative Investment Product service and iCapital's alternative investment platform. The goal is to create a smoother operating process across private market transactions and investor servicing. For wealth advisers, the project could simplify how alternative investments are accessed and managed in client portfolios. For asset managers, the aim is to provide more standardised infrastructure for distribution into the wealth market. The partnership also includes exploring blockchain-based distributed ledger technology and tokenisation where the firms see use cases across alternatives. Those technologies could improve connectivity and transaction management in parts of the market that often rely on fragmented, manual processes. DTCC's investment adds a financial tie to the operating partnership. As part of the investment, Talia Klein, Head of Wealth & Investment Solutions at DTCC, will serve as an observer on iCapital's Board of Directors. Frank La Salla, President, Chief Executive Officer and Director of DTCC, said the group sees private markets as an important area for infrastructure development. "Private markets represent one of the most significant growth areas in financial services today, creating an urgent need for modern, scalable infrastructure. Our strategic partnership with iCapital reflects DTCC's commitment to supporting the continued evolution of diverse financial markets," La Salla said. "Broader adoption of alternative investments will depend on making the ecosystem easier to navigate, more efficient to operate, and highly resilient," he added. iCapital, which services USD $1.2 trillion of assets globally on its platform, said the industry needs stronger links between market participants as private investments become more widely used by wealth managers and advisers. According to figures it released, the company serves nearly 3,900 wealth management firms and 144,000 active financial professionals. Lawrence Calcano, Chairman and Chief Executive Officer of iCapital, said the companies plan to work on common standards and technologies for the sector. "Together, iCapital and DTCC are advancing the infrastructure and standards shaping the future of private markets. Our shared vision is a more connected ecosystem that expands access and makes alternative investments easier and more efficient to transact and manage. We will partner on technologies that support the overall goals of the relationship, such as blockchain-enabled DLT and tokenisation where appropriate, to help build a stronger foundation for the industry's continued evolution," Calcano said. "With this investment, DTCC joins a diversified group of strategic investors who share our conviction that the future of private markets will be underpinned by infrastructure that is more connected, standardised and scalable," he added. DTCC processes large volumes of financial market activity through its post-trade businesses, giving the tie-up potential significance for firms seeking more consistent operational standards in alternatives. The market infrastructure group said its subsidiaries processed securities transactions worth USD $4.7 quadrillion in 2025, while its depository subsidiary provided custody and asset servicing for securities issues valued at USD $114 trillion. Private markets have expanded rapidly in recent years, but distribution into wealth channels has often been held back by paperwork-heavy workflows, inconsistent data and limited interoperability between platforms. As a result, advisers, fund managers and service providers have had to adapt processes built for institutional investors to a broader client base. Klein said investor demand is helping drive the need for more accessible systems. "We're seeing increased demand for private assets as a component of investor portfolios, creating a growing need for accessible, scalable infrastructure," Klein said. "Private markets have traditionally lacked the operational standards that exist in public markets. With this collaboration, we look forward to working alongside the iCapital team to improve connectivity, streamline processes, and support continued growth responsibly," she added.
Strategic investment will support integration of DTCC’s alternative investment infrastructure with iCapital’s platform.
Sep 23rd, 2026 DTCC CEO on market structure, 24/7 trading. President, CEO and Director of DTCC Frank La Salla sat down Bloomberg's Romaine Bostick from the Financial Markets Quality Conference at Georgetown University to break down the hidden side of how the markets operate, and where the industry is headed from here. Top video. Available on: