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DTCC

Clears and settles securities trades for financial firms

Client Lead Director

Account ManagementConfirmed live in the last 24 hours
Full-timeJersey City, NJ, USA

About the Job

Requirements

  • Minimum of 10 years of related experience managing investment management clients across clearance and settlement, post-trade, and/or other business development areas.
  • Experience working with and understanding the structure of Tier 1 and Tier 2 Investment Managers.
  • Established track record of delivery in a sales and account management role, with 3–5 years of experience.
  • Excellent understanding of solution selling and the sales process.
  • Willingness to travel to top-tier accounts.

Responsibilities

  • Oversee client relations for high-profile Tier 1 and Tier 2 Investment Managers, grow the business, and drive revenue.
  • Serve as the client’s voice and trusted advisor, maintaining overall customer satisfaction and optimizing customer use of company services.
  • Act as DTCC’s point of contact for participation in industry organizations, panels, and DTCC advisory boards and panels.
  • Manage strategic relationships with key Investment Manager and 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 cross-functional team discussions to provide client perspective and feedback.
  • Create and execute account plans to 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 the 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 for research and design purposes.
  • Mitigate risk by following established procedures, spotting key errors, and demonstrating strong ethical behavior.

Desired Qualifications

  • Bachelor’s degree or equivalent experience.
  • Knowledge of derivatives and securities market practices, including treasury markets.
  • Knowledge of digital assets and tokenization.

About the Company

DTCC

Clears and settles securities trades for financial firms

DTCC provides the systems financial firms use to complete securities trades after buyers and sellers agree a transaction. Broker-dealers, banks and asset managers use its services to match trade details, calculate obligations, move securities and report transactions. Its NSCC and FICC subsidiaries clear equity and fixed-income trades, while DTC holds securities and handles settlement and payments such as dividends. By offsetting obligations between firms, its clearing services reduce the securities and cash that must change hands, and its repositories maintain derivatives transaction records for regulatory reporting. The parent was established in 1999 and is headquartered in Jersey City, New Jersey.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Jersey City, NJ
Founded
1999

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