Professional Services Team Lead

Responsibilities

• Implements change/transformation/advisory projects for our clients, working in conjunction with Client Services and Clearwater leadership teams.
• Hands-on configuration on Clearwater platform modules such as Accounting, Compliance, Risk, and Performance.
• Oversees a team of 10+ Professional Services consultants.
• Maintains quality assurance and productivity of the team.
• Manages resource capacity and project allocation aligned with PS goals.
• Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertise develops.

Requirements

• Strong knowledge of investment accounting solutions and workflow.
• 6+ years of experience in professional services, consulting, or project management.
• Acumen for a leadership pathway at CWAN.
• Proven experience in managing and overseeing teams.
• Certified Bachelors / master's in finance / accounting or related field.
• Knowledge of steady state and period-end close processes.
• Securities or financial markets experience, involving both vanilla and alternative assets.
• Knowledge in at least one specific market/standard/regulatory regime (e.g. NAIC, US GAAP).
• Excellent attention to detail and strong documentation skills.

Pay

• Boise: $85,000-$120,000
• Chicago: $85,000-$120,000
• New York: $110,000-$144,000