Senior Integration Project Manager
DTCC Tampa, Florida, United States
Financial Services · 5,001-10,000 employees
About the role
Manage all aspects of client onboarding, integration, and lifecycle events for GSD and MBSD. Coordinate with internal teams such as Legal, Product, and Credit to facilitate client engagement and ensure efficient service delivery.
What they look for
Requirements
Requires 5-10 years of related experience, preferably in the financial services industry. A bachelor's degree is preferred, along with extensive client-facing experience and knowledge of trade processing.
Benefits
Full 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 Client Operations (ECO) 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:
Being a member of the FICC Client Success Management (CSM) Team, the Senior Associate will play an important role with new member onboarding and account lifecycle activities. The team member will interact directly with prospective and new clients, delivering prompt and professional guidance to applicants as they navigate through the entire onboarding process. Upon activation of membership, the team will lead critical processes that underpin the client account lifecycle including add on accounts, products, and services. In addition, the FICC Client Success Management - Senior Associate will have a passion for client services, act as role model for all DTCC products and services, and contribute to the strategic direction of the larger organization.
Your Primary Responsibilities:
- Manage all aspects of the Client Onboarding, Integration and Lifecycle Events for GSD and MBSD
- Hold project kickoff meetings to align on expectations, timelines, and overall results
- Learn and understand Treasury Clearing Mandate and priority internal initiatives
- Manage the membership application process and lead all aspects of setups across Client Test and Production Environments
- Drive client engagement/activities, and coordinate with the vital people/groups to facilitate client conversations (ex. Legal, Product, Credit, Connectivity)
- Support FICC CSM Director as needed on work assignment / product engagement
- Serve as the SME for the business/technical side of onboarding requirements and help educate partners on the onboarding process
- SME knowledge on business side implementations for product and services
- Represent CSM on Cross Functional Teams/Agile Programs within their assigned division when needed
- Build and maintain strong relationships across all groups involved with the Client Onboarding process
- Identify and implement opportunities for efficiencies by working across the Client Services Teams and overall DTCC Organization
- Work with the CSM management to identify additional controls for high-risk tasks
- Work with the management on documenting any procedural changes to DTCC’s documentation Navex library
- Assist management with training program for all new hires and partake in training
- Act as a lead on high value projects/initiatives
Qualifications:
- 5-10 years of related experience
- Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
- 5-10 years of related experience in the Financial Services industry preferable
- Must have extensive client facing experience with proven ability to effectively manage client expectations and concerns
- Must have a good understanding of the end-to-end trade processing
- Knowledge and experience of the SIFMU Businesses strongly preferred
- Solid presentation skills strongly preferred
- UAT experience is a plus
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
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.
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.
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