Implementation Team Lead

1 Hour ago • 5 Years +

Project Management

Job Description

The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams.

Must Have:

Lead, mentor, train, and retain a substantial team.
Identify improvement opportunities and drive solutions.
Promote continuous improvement in client onboarding methodologies.
Determine resource allocation to meet goals/targets.
Direct subordinates with flexibility within company policies.
Manage coordination of activities in a section or department.
Demonstrate effective management of people and projects.
Strong foundation in accounting knowledge.
Advanced Technical Skills in MS Office Suite.
Proficiency in Data Migration, Reporting, Reconciliation tools.
Securities and financial markets knowledge.
Familiarity with accounting for fixed income, structured products, derivatives.
Strong computer skills, including Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Certified Bachelors/Masters course in Finance or Accounting.
5+ years experience leading Implementation teams.
Experience with Project Management tools.
Experience with MS SQL or similar relational databases.

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Job Summary:

Responsibilities:

Lead, mentor, train, and retain a substantial team.
Identify improvement opportunities and drive solutions across various Clearwater departments.
Promote continuous improvement in applying, training, and enhancing Clearwater Way methodologies for client onboarding, including aligning with CW's Client Engagement Model.
Receive objectives as assignments and determine resource allocation to meet goals/targets.
Direct subordinates, with some flexibility within company policies/practices.
Recommend policy and procedure changes affecting the organization.
Erroneous decisions or failure to achieve results may increase costs and impact short-term organizational goals.
Interact frequently with subordinates, supervisors, customers, and peer groups, often requiring cooperation between functional areas/divisions.
Address diverse issues influenced by various factors, including business trends.
Select methods within established processes/policies to achieve desired outcomes.
Act as an advisor to subordinates for schedule adherence and issue resolution.
Develop and administer schedules, performance requirements, and potentially manage budgets.
Manage the coordination of activities in a section or department, accountable for results, methods, and staffing.
Demonstrate effective management of both people and projects within a global operational framework.

Required skills:

They must possess a strong foundation in accounting knowledge.
Advanced Technical Skills in MS Office Suite, Tools and technologies associated with team responsibilities (e.g., Data Migration, Reporting, Reconciliation).
Securities and financial markets knowledge.
Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.

Education and Experience:

Certified Bachelors/Masters course in Finance or Accounting.
5+ years of relevant experience leading and managing Implementation teams.
Experience with Project Management tools.
Experience with MS SQL or similar relational databases.

Welcome

Thank you for your interest in a career with Clearwater!

About us

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Don’t meet every single requirement?

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.