Global Delivery Division Lead

About the role

This team sits within Clearwater Analytics and supports clients leveraging our Enfusion PMS capabilities, a core part of our portfolio management and accounting platform. The team operates across front-, middle-, and back-office workflows, partnering with asset managers to implement and optimize trading, portfolio, and accounting processes.

Responsibilities

• Lead, coach, and develop a team of PMS Solutions Managers, setting priorities and ensuring successful delivery across client projects
• Oversee the team's implementation portfolio, including project planning, staffing, risk management, and stakeholder communication
• Spearhead client onboarding and conversion projects (AUM ranging from $100mm to $5bn), ensuring seamless integration and optimization of client portfolio management processes
• Serve as the primary escalation point for technical, operational, and client-facing questions across team projects
• Guide the resolution of complex issues involving trading workflows, positions, P&L, exposure, corporate actions, allocations, commissions, and PMS-to-General Ledger reconciliation
• Partner with project managers, client stakeholders, and cross-functional teams to manage delivery risks and maintain strong client relationships
• Establish consistent team practices for implementation quality, documentation, knowledge sharing, and client communication
• Streamline implementation processes to reduce cycle times while maintaining high-quality service and meeting client-specific requirements
• Support and mentor team members in developing deeper expertise across portfolio management, trading, and accounting workflows
• Design and oversee sophisticated workflow configurations for complex client operating models, including trading, order management, allocation, position management, and accounting requirements
• Collaborate with Valuation & Risk on complex instruments, analytics, and implementation requirements
• Create a performance-driven environment, setting clear objectives and providing ongoing feedback to help team members reach their potential
• Foster a culture of continuous improvement, contributing to overall team and firm performance growth

Requirements

• 7+ years of experience with Portfolio Management Systems or in middle office, operations, implementation, or consulting roles at an asset manager, bank, administrator, or fintech provider
• Demonstrated experience leading client implementations, delivery workstreams, or teams in a client-facing environment
• Strong understanding of trading workflows, the trade lifecycle, P&L, portfolio accounting, and downstream financial reporting
• Experience managing and resolving complex project, technical, or client escalations
• Strong analytical and problem-solving skills, with the ability to diagnose issues across interconnected systems and workflows
• Excellent communication skills, executive presence, and ability to build trust with both clients and internal stakeholders
• Experience with complex investment strategies, multi-manager environments, and multi-asset-class portfolios is strongly preferred
• Exposure to complex instruments, including swaps, options, and futures, as well as accruals and tax lot accounting, is a plus
• Prior people leadership, mentorship, or team-lead experience is preferred

Benefits

Clearwater Analytics offers competitive compensation and benefits, including:

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

The company is committed to fostering a diverse and inclusive workplace and is an equal opportunity 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.