clearwateranalytics

clearwateranalytics

Professional Services Manager

Office - New York

Sponsorship not specified$120k-$168kDetected 14 days ago
Data AnalysisProject ManagementAccountingLeadershipCommunicationCollaborationMentoringGAAPIFRSCFA

About the role

  • As a Professional Services Manager you will play a pivotal leadership role in driving the success of our client engagements.

Responsibilities

  • Client Engagement & Advisory: Build and maintain enduring client relationships
  • Solution Design & Implementation: Design, configure, and implement tailored, scalable solutions that address each client's unique needs-from investment accounting and GL reporting to end-to-end platform integration and optimization.
  • Project Management: Lead end-to-end project implementations, defining scope, timelines, resources, and budgets. Ensure timely delivery, manage stakeholder expectations, and proactively surface and resolve risks.
  • Team Leadership & Mentorship: Lead, mentor, and develop junior consultants and analysts. Foster a collaborative environment that promotes skills growth, accountability, and high performance.
  • Cross-Functional Collaboration: Partner with Sales, Product Development, Engineering, and Marketing to align solutions with client needs and evolving market requirements.
  • provide strategic guidance that drives performance-oriented outcomes.
  • Training & Enablement: Facilitate training sessions and workshops to drive client adoption of best practices and new capabilities.
  • Client Engagement & Advisory: Build and maintain enduring client relationships; act as a trusted advisor who deeply understands clients' operating models, technology stacks, processes, and compliance requirements across insurance and asset management.
  • Data Analysis & Strategic Guidance: Analyze and interpret financial and operational data to inform client decision-making; provide strategic guidance that drives performance-oriented outcomes.

Requirements

  • Bachelor's Degree in Business Administration, Finance, Accounting, or a related field.
  • 8+ years of experience in investment operations, technical accounting, or financial services, with a strong emphasis on insurance and/or asset management.

Nice to have

  • Investment Accounting & General Ledger Reporting (US GAAP, IFRS)
  • Alternative Investments (limited partnerships, credit products, derivatives)
  • Regulatory Reporting for asset managers or insurance companies
  • Experience leading complex projects in a consulting or professional services environment.
  • Familiarity with investment management technology solutions across the front, middle, and back office.
  • Prior experience in Big 4 or professional services consulting is strongly preferred.
  • Experience with Clearwater Analytics or comparable investment accounting / reporting platforms.
  • Exposure to end-to-end operating model transformation engagements.

Skills

  • Lead, mentor, and develop junior consultants and analysts.
  • Foster a collaborative environment that promotes skills growth, accountability, and high performance.

Compensation

  • $120,000-$168,000
  • $120,000.00 - $168,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting.
  • Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living).
  • The Company reserves the right to modify this pay range at any time.

Benefits

  • For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits.

Equal opportunity

  • Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer.
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