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're 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.
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:
The Integration Consultant I within SIFMU Integration, is responsible for supporting the team with new member onboarding, account changes and supporting lifecycle activities. The team will interact directly with potential new clients, delivering prompt and professional guidance to applicants as they navigate through the entire onboarding process. Upon activation of membership, you will assist in processes and underpin the client account lifecycle including add-on accounts, products and services.
Your Primary Responsibilities
Support all aspects of the Client onboarding lifecycle across all DTCC stages
- Participate in project kickoff meetings to align on expectations, timelines and overall results
- Support the membership application process and manage all aspects of setups across Client Test and Production Environments
- Drive client engagement/activities, answer questions on Membership Application Portal (MAP) process or coordinate with the vital people/groups to facilitate client conversations (ex. Legal, product)
- Provide recommendations to clients’ additional services if needed, such as file or message reporting
- Provide test scripts and handle the client User Acceptance process
- Schedule and lead regular small project status meetings with clients to provide project status updates
- Support client activations by partnering with all internal parties to ensure readiness and successful transition to production
- Proactively support clients on Day 1 of activation
- 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
- Build and maintain project materials as needed (Project Status Reports, SOP, project plans, test plans, etc.)
- Successfully engage in multiple client projects simultaneously
- NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Qualifications
- Minimum of 4 years of related experience
- Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
- Demonstrated project management and application integration skills required, PMP certified desirable.
- Minimum of 3 years of related experience preferably in the Financial Services industry with understanding of the Institutional Trade Flow and Trade Processing business e.g. STP and current securities industry initiatives
- Experience with similar business/application messaging systems and protocols highly desirable
- Must have extensive client facing experience with proven ability to effectively manage client expectations and concerns
- Strong verbal and written communication skills to communicate information/issues clearly and succinctly to technical/non-technical colleagues and clients. Demonstrated problem-solving capability and analytical skills
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
DTCC safeguards the financial markets and helps them run efficiently, in times of prosperity and crisis. We are uniquely positioned at the center of global trading activity, processing over 100 million financial transactions every day, pioneering industry-wide, post-trade solutions and maintaining multiple data and operating centers worldwide. From where we stand, we can anticipate the industry’s needs and we’re working to continually improve the world’s most resilient, secure and efficient market infrastructure. Our employees are driven to deliver innovative technologies that improve efficiency, lower cost and bring stability and certainty to the post-trade lifecycle.
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.
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About The Team
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.
The Integration Management team are responsible for managing the safe delivery / implementation of financial product solutions sold, including leading development of customer installation and / or system integration plans whilst maintaining adequate records and systems and mitigating risk.
