Sr. Program Manager

The Program Manager at Clearwater Analytics is responsible for defining and managing project scope, developing detailed implementation plans, and coordinating resources for successful, on-time, and quality implementations. This role involves generating status reports, leading client and steering committee meetings, managing budgets, and identifying continuous service improvements. The manager acts as a trusted relationship manager, ensuring smooth transitions from sales to global delivery and then to client services, while also bridging communication between various business stakeholders.

Must Have

• Identify and finalize project/implementation scope.
• Develop detailed implementation plans including internal, client and third-party resourcing.
• Manage and coordinate internal, client and third-party resources for successful implementation.
• Generate weekly status reports and hold weekly status meetings.
• Schedule and lead steering committee meetings with C-level client decision makers.
• Manage and report on budget for implementation.
• Serve as a trusted relationship manager for client inquiries and successful transition.
• Bridge between various business stakeholders including Client Servicing, Sales, and Development teams.
• Ability to run multiple simultaneous implementations with minimal oversight.
• Expert technical skills in JIRA, Excel, Clarizen, and Salesforce.
• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
• Project management in a matrix reporting environment.
• Investment accounting and reporting knowledge.
• Familiarity with Software-as-a-Service (SaaS) platforms and delivery model.
• Bachelor’s and/or master's in finance or accounting.
• 7+ years of relevant project management and implementation experience working with external clients.

Good to Have

• Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
• Consulting experience.
• Securities or financial markets experience.
• Experience of managing a team (7-15 people).

Job Summary:

The Program Manager is responsible for identifying and finalizes project/implementation scope. Develops detailed implementation plans including internal, client and third-party resourcing. Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. Generates weekly status reports, holds weekly status meetings with client and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Manages and reports on budget for implementations. Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation.

Responsibilities:

• Identifies and finalizes project/implementation scope.
• Develops detailed implementation plans including internal, client and third-party resourcing.
• Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan.
• Generates weekly status reports, holds weekly status meetings with client and project team.
• Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management.
• Manage and report on budget for implementation.
• Seek out, recommend, and implement continuous service improvements.
• Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.
• Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team.
• Ability to run multiple simultaneous implementations with minimal oversight.

Required Skills:

• Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.
• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
• Project manage in a matrix reporting environment.
• Investment accounting and reporting knowledge.
• Familiarity with Software-as-a-Service (SaaS) platforms and delivery model
• 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:

• Bachelor’s and/or master's in finance or accounting.
• 7+ years of relevant project management and implementation experience working with external clients.
• Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
• Consulting experience.
• Securities or financial markets experience.
• Experience of managing a team essential (7-15 people).

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.