Implementations Team Lead

About Clearwater Analytics®

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Clearwater aggregates, reconciles, and reports on more than $4 trillion in assets across thousands of accounts daily for our Fortune 500 clients.

 Description

We are looking for someone who has the enthusiasm, drive, and ability to manage a team of program managers that support the implementation of Clearwater’s investment reporting solution for high-profile institutional clients within a global framework. This person will be a versatile leader and a valued contributor, held to the highest standards of client and employee success. He/she will work together with multiple departments and operating locations to promote effective communication, collaboration and accountability between the groups.

 Responsibilities:

• Hire, retain, train, mentor, motivate, and empower a world-class team of program managers
• Own preparation, execution, and follow-up for monthly 1-on-1s and biannual reviews in a performance management capacity
• Identify, communicate, and facilitate learning and career-growth opportunities for each member of your team
• Serve as a confident, knowledgeable, and patient escalation point for inquiries from client, Clearwater, and third-party stakeholders including key decision-makers and senior leadership
• Design, implement, and track quantitative and qualitative metrics to measure the success of projects, people, and processes
• Scope requirements and configure solutions using proprietary software tools to meet the diverse investment reconciliation and reporting needs of Clearwater's largest clients during the on-boarding phase
• Strategize with product management and development teams to improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes
• Drive Process improvements that lead to efficiency gains and scalability within the team
• Ability to drive effective project planning and portfolio reviews with the project managers based on client requirements

  Requirements:

• 7-10+ years of professional work experience in financial services in a leadership role
• Managed teams of 10+ in a project management capacity
• Have worked within a global framework where operational teams are coordinating across different time zones
• Ability to manage people and projects effectively in an Agile system and matrix reporting environment
• Exceptional organizational and interpersonal skills with demonstrated ability to resolve competing priorities under pressure
• Ability to clearly, concisely, and confidently communicate information in written and verbal contexts, including small and large group settings for both internal and external (client-facing) audiences
• Track record of delivering projects on time and in budget
• Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects)
• Change management
• Experience interfacing with CXO level clients
• Strong MS Office Suite proficiency

Desired Knowledge and Skills:

• Experience with Project Management tools
• Securities and financial markets knowledge
• Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives
• Consulting experience

What we offer:

• Business casual atmosphere in a flexible working environment
• Team-focused culture that promotes innovation and ownership
• Access to cutting-edge investment reporting technology and expertise
• Continual learning, professional development and growth opportunities
• Competitive salary and benefits package; including health, vision and dental