Sr. Program Manager (LP Team)

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 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.

Required Skills

• Expert technical proficiency in JIRA, Excel, Monday.com, and Salesforce;
• Ability to explore, trial, and recommend new tools and technologies as business needs arise;
• Strong background in Financial Services, including Investment Banking, Private Equity, Hedge Funds, Insurance, and FinTech;
• Demonstrated experience managing projects within a matrix reporting environment;
• Solid knowledge of investment accounting and reporting practices;
• In-depth understanding of LP/GP relationships in private markets;
• Familiarity with Software-as-a-Service (SaaS) platforms and delivery models;
• Advanced computer skills with proficiency in Microsoft Office Suite;
• Exceptional attention to detail and strong documentation capabilities;
• Excellent verbal and written communication skills;
• Strong organizational and interpersonal abilities for effective collaboration;
• Prominent problem-solving and analytical skills.

Qualifications

• Bachelor’s and/or master's in finance or accounting;
• PMP/CPA/CFA is an added advantage;
• 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.