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Tribe Portfolio Manager

3 months ago


Tampa, United States Dtcc Full time
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:

DTCC is embarking on an exciting multi-year journey to bring new digital capabilities to our clients. As the Portfolio Manager for the Digital Client Journey Transformation Tribe, you will play a key leadership role in the Client Services organization by acting as the "right hand" of the Tribe Lead, driving forward a set of initiatives as part of the overall $12MM Tribe technology portfolio. Responsibilities include working with the Tribe Lead and a diverse, cross-functional group of senior business and IT stakeholders to set the vision and roadmap for the Tribe, managing Tribe interdependencies and risks (internal and external) with key partners (e.g., Product Owners, developers, etc.), reporting on Tribe health to ensure optimal performance, and orchestrating and driving key Tribe ceremonies (e.g., the Quarterly Tribe Review, or QTR). In addition, the Tribe Portfolio Manager will be a versatile resource who may be charged with leading high-priority, strategic efforts on behalf of the Tribe (analyzing current challenges, developing recommendations, and crafting delivery plans).

Your Primary Responsibilities:
  • Partner with Tribe Lead and key partners across the enterprise to set and continuously evaluate the mission and vision of the Tribe
  • Ensure the Tribe's objectives, set forth by the Tribe Lead, are aligned with the key results developed by the Squads, Platforms and Tribe aligned Center of Excellences (COEs)
  • Embrace change, identify opportunities, and drive continuous learning and process improvements
  • Facilitate decisions regarding the Tribe's roadmap and maintain an outward looking (~12 months) view ensuring both work deliverables & financial forecast are accurate and complete
  • Manage Tribe level risks and interdependencies (internal and external) to minimize interruption to the roadmap, including mitigating risks when applicable
  • Report on the health of the Tribe in order to ensure optimal performance
  • Build meaningful relationships with members of the Tribe and external partner to resolve issues using rapport and trust
  • Orchestrate and drive key Tribe ceremonies
  • Monitor initiatives and clearly articulate synthesized Tribe level information to members of DTCC's senior leadership team (e.g., Officers and Executive Committee) and any other relevant partners
  • Champion transparency by ensuring that all materials are shared & and accessible to the right partners in a reasonable amount of time
  • Provide Tribe level engagement with CoEs, including definition of interaction model
  • Develop & manage, with the Tribe Lead, the communication plan for client outreach to align with the Tribe roadmap
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **

Qualifications:
  • Minimum 8 years of related experience
  • Bachelor's degree (required), advanced degree in related field (Business Management, Finance, Economics, etc.) highly preferred
Talents Needed For Success:
  • Ability to bring together and influence senior leaders while driving the completion of results in a matrixed reporting structure
  • Must be highly analytical; able to logically break down complex processes and data hierarchies into their component parts and cogently describe observations and recommendations to partners across the firm
  • Strong business analysis skills to draft and present observations, recommendations, and business requirements to internal and external partners for alignment
  • Familiar with the "Agile" approach to software development, including standard ceremonies and communication methods
  • Comfortable challenging established norms by asking probing questions and paying close attention to detail


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.

Learn more about Clearance and Settlement by clicking here.

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.