Integration Consultant I
About The Position
The Integration Consultant I within SIFMU Integration supports new member onboarding, account changes, and lifecycle activities. The role interacts directly with potential new clients, providing prompt, professional guidance throughout onboarding. After membership activation, the consultant supports processes underlying the client account lifecycle, including add-on accounts, products, and services. The position coordinates client onboarding and activation across internal teams and client environments, manages multiple projects, maintains project materials, and identifies opportunities to improve efficiency across Client Services and DTCC.
Requirements
- Minimum of 3 years of related experience; preferably in the financial services industry.
- Demonstrated project management and application integration skills.
- Extensive client-facing experience and ability to manage client expectations and concerns.
- Strong verbal and written communication skills for conveying information and issues clearly to technical and non-technical colleagues and clients.
- Demonstrated problem-solving capability and analytical skills.
Nice To Haves
- Bachelor's degree or equivalent experience preferred.
- PMP certification desirable.
- Experience in the financial services industry, with understanding of institutional trade flow and trade processing, such as STP and current securities industry initiatives.
- Experience with similar business/application messaging systems and protocols.
Responsibilities
- Support all aspects of the client onboarding lifecycle across DTCC stages.
- Participate in project kickoff meetings to align expectations, timelines, and intended results.
- Support membership applications and manage setups across client test and production environments.
- Drive client engagement, answer questions about the Membership Application Portal (MAP) process, and coordinate conversations with relevant groups such as Legal and Product.
- Recommend additional services to clients when appropriate, such as file or message reporting.
- Provide test scripts and manage the client User Acceptance process.
- Schedule and lead regular small project status meetings with clients and provide project updates.
- Support client activations by coordinating with internal parties to ensure readiness and a successful transition to production.
- Proactively support clients on the first day of activation.
- Build and maintain relationships across groups involved in client onboarding.
- Identify and implement efficiency opportunities across Client Services teams and the broader DTCC organization.
- Develop and maintain project materials, including status reports, SOPs, project plans, and test plans.
- Manage multiple client projects simultaneously.
Benefits
- Competitive compensation, including base pay and annual incentive.
- Comprehensive health and life insurance and well-being benefits, based on location.
- Pension and retirement benefits.
- Paid time off, personal/family care, and other leaves of absence.
- Flexible/hybrid work model with three days onsite and two days remote.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
