Client Servicing Division Lead - Asset Management

Job Summary

Client Servicing Division Leads at Clearwater are responsible for overseeing teams with a regional or strategic market focus. They play a crucial role in building and maintaining a high-performing client servicing organization, fostering a culture of excellence, and serving as trusted advisors to sophisticated asset management clients.

Responsibilities

• Manage teams that span managers and individual contributors.
• Provide direction on the full talent management lifecycle for your teams where required; including headcount and succession planning, hiring, career development, performance management, and compensation reviews.
• Build a positive culture that encourages teamwork, collaboration, continuous improvement, empowerment, candid feedback, ownership, and accountability.
• Focus on execution through tracking and driving quantitative and qualitative metrics to measure the success of projects, people, teams, and processes.
• Help build a differentiated offering by collaborating and strategizing with product management, development, and sales teams.
• Solicit and share client feedback to create an improved product, operational execution, and drive sales growth.
• Partner effectively with Global Delivery and other departments to ensure the seamless transition of newly onboarded clients into steady-state client servicing operations.
• Proactively identify and explore new revenue opportunities within the client base to support our strategic and business development goals.
• Identify, analyze, and prioritize key risk measures around staffing, clients, and operational risk; use data and managerial judgment to make informed, risk-based decisions where appropriate.
• Own and drive positive results with key business metrics including ESS, NPS, CSAT, and gross margin.
• Serve as a subject matter authority on asset management operations, book of record, and investment accounting — bringing informed perspective to client conversations, product feedback, and internal strategy.

Requirements

• Deep expertise in asset management, with a strong foundation in investment accounting, book of record operations, and related industry infrastructure.
• Demonstrated ability to manage and develop teams, including both people managers and individual contributors.
• Ability to lead, inspire, and develop team members across all levels.
• Ability to lead and influence client and internal leadership discussions regarding contract language, terms and conditions, services, cost drivers, revenue, and gross margin.
• Prior experience owning and managing strategic client relationships and leading key projects within an asset management or investment operations context.
• Proven track record of owning complex client escalations and driving resolution across front, middle, and back office teams — with a clear understanding of how operational interdependencies in asset management affect client outcomes.
• Passion, perseverance, and accountability with an innate desire to drive client success.
• 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 degree in a relevant finance or business-related field.
• 10+ years of overall relevant experience, with several years of experience leading and managing teams in an asset management or investment operations environment.

Pay

The salary range for this position is $100,000 - $140,000. The Company reserves the right to modify this pay range at any time.

Benefits

• Health/vision/dental insurance
• 401(k)
• PTO
• Parenthood leave
• Medical leave
• STD/LTD insurance benefits

Equal Opportunity/Affirmative Action Employer

Clearwater Analytics is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.