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Client Operations Director

Silicon Valley Recruiting
Baltimore, MD
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Client Operations Director

Location: Baltimore, MD, or Delaware

Please note that this position requires previous experience working with derivative clearance in financial services. Candidates without this experience will not be considered.

We are recruiting for a Client Operations Director for our client who is a leader in global financial services, providing a wide range of investment banking, securities, investment management and wealth management services. This will be a hybrid role with three days per week in the Baltimore office.

Operations is one of the largest divisions in this firm, and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships, and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve, while actively supporting the development of new businesses, structures, and markets.

Institutional Securities Group Product Operations (ISGPO) partners closely with Sales & Trading and our clients to process daily activities, develop and implement new products and services, as well as drive efficiency and reduce risk in our processes. ISGPO is comprised of 5 departments: Client Operations, Trading Operations, Financing & Collateral Operations, Trade & Transaction Reporting Operations (TTRO) and Change the Bank (CTB).

This position within the Derivatives Client Service Group involves extensive contact with our clients, our colleagues and global sales force. The group's primary responsibility is to ensure that the client's futures settlement figures are accurate each day. This entails the resolution of all trade breaks, the monitoring of all cash activity in the account and ensuring that the account is fully margined. The business is volume driven so having exceptional organizational skills is a plus. Qualified applicants must be adaptable to change, as some days will require you to work on many different jobs at once. The emphasis of the team is to be a Relationship Manager and provide superior service to the client base.

This role is hybrid and will require in office attendance three days per week.

Responsibilities Include:

  • Serve as senior point of escalation for client's top revenue generating clients for operational issues across products and Ops functions.
  • Develop and enhance client relationships, at multiple levels, by providing exceptional levels of client service.
  • Expertly navigate the organization, across divisions, to deliver timely and accurate issue resolution to complex, business critical issues which may include communication with senior stakeholders within Ops and the BU.
  • Strong product skills within Clearing Ops but product literate across other businesses
  • Can contribute independently to automation or enhancement initiatives
  • Be a change agent and drive the direction of the group strategically by improving the efficiency and control aspects of Clearing, Client service, Reconciliation Proactively explore solutions to close control gaps and ensure adherence to existing control framework; regular review and understanding of procedures, checklists and reports to ensure they are accurate and current Is seen as collaborative across many infrastructure groups to drive solutions for their clients
  • Is trusted to participate in client pitches with the Sales team
  • Visit clients face to face with some frequency, with or without the Business Unit
  • Enhances process improvement ideas and implementation of automation opportunities for our client business
  • Keep abreast of current and upcoming product and functional specific industry initiative related topics. Be able to provide high-quality value-added insight to key client experience in the financial industry within Operations roles
  • Excellent communication skills with subordinates, peers, and senior stakeholders
  • Proven ability to work across Global departments to build credibility and strong relationships
  • Understand and adapt to Regulatory and Industry change


  • Bachelor’s degree required
  • Previous experience/exposure working with the clearance of derivatives required.
  • A minimum of 3-4 years in a strong client relationship position in the financial services field
  • Previous experience resolving issues with trade breaks, marketing, reporting, etc.

Benefits Include:

20 PTO days per year

7 sick days per year

Strong medical, dental, and vision insurance, which start on the first day of employment

401(k) plan, with company matching up to 4%

    Company Description
    With this company, clients come first. They help individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

    Silicon Valley Recruiting


    Baltimore, MD