Client Onboarding, Executive Director
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.
Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which reports into the Chief of Enterprise Services. These grouped platforms enable the business to optimize delivery for clients, generate efficiencies and resilience, and enable consistency in the business digitization strategy, processes and end-to-end best practices.
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).
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The Impact you will have in this role:
Client Onboarding and Lifecycle Management role is primarily responsible for the client onboarding experience, account administration, due diligence, set-up, connectivity and activation required for clients to use DTCC's products and services. The Executive Director is responsible for multiple teams ensuring that processes are managed in a consistent, transparent and disciplined manner with a focus on high quality execution, risk management and client experience. The individual will develop, build and lead functions accountable for providing key operational services related to client onboarding and life-cycle management to the DTCC businesses and global client-base; fostering cross-functional collaboration; and providing sound analysis and change leadership. A heightened focus on strategic vision and management change is critical as thew ED will be responsible for redesigning the clients' journey, touchpoints and interactions with DTCC.
Your Primary Responsibilities:
- Establishes the organization structure, budget, hiring and capacity planning for the function to support the enterprise portfolio of client-facing initiatives and global client-base.
- Leads and runs large groups across multiple geographic locations and time zones; Develops effective location and staffing strategies to manage costs and risks.
- Builds and maintains positive relationships across the organization to ensure delivery of quality processes in alignment with key initiatives and requirements across the enterprise.
- Drives and implements change including process/control enhancements, organization/staffing model and digital automation.
- Ensure operational readiness to support client-impacting initiatives.
- Maintains clear and consistent communication channels across the organization; provides regular reports, metrics and responses on statuses, issues, performance, and risks.
- Manages client and internal escalations.
- Ensures the functional methodologies, standards and processes adhere to DTCC policies, procedures and best practices.
- Crafting a culture of excellence, high performance and continuous process improvement drives the function to excel at delivering on key commitments.
- Provides ongoing coaching, mentoring and training for the team members.
- Develops successors and talent pipeline, drives corporate culture and leads employee management activities; designs, develops and executes a maturity strategy to consistently improve the function's capabilities.
- Enforces adherence to regulatory, compliance and risk protocols.
- Fosters a risk management culture through implementation and demonstration of processes and procedures which identify and mitigate risk.
NOTE: The Primary Responsibilities of this role are not limited to the details above.
Qualifications:
- Minimum of 15 years of related experience
- Bachelor's degree preferred or equivalent experience
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.
About Us
With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC's Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at www.dtcc.com or connect with us on LinkedIn , X , YouTube , Facebook and Instagram .
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 .
About the Team
Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into the Chief of Enterprise Services.
These grouped platforms enable the business to optimize delivery for clients, generate efficiencies and resilience, and enable consistency in the business digitization strategy, processes and end-to-end best practices.
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- FSA
- HSA With Employer Contribution
- Long-Term Disability
- HSA
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- On-site/Nearby Childcare
- Adoption Assistance Program
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Return-to-Work Program
Work Flexibility
- Hybrid Work Opportunities
- Work-From-Home Stipend
Office Life and Perks
- Casual Dress
- Snacks
- On-Site Cafeteria
- Commuter Benefits Program
- Company Outings
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Financial Counseling
- Pension
Professional Development
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
- Tuition Reimbursement
- Learning and Development Stipend
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Lunch and Learns
- Internship Program
- Professional Coaching
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
- Unconscious Bias Training