Job Summary:
The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams.
Responsibilities:
Lead, mentor, train, and retain a team of up to 5 members.
Identify improvement opportunities and initiate solutions within the role and team.
Excel in applying Clearwater Way methodologies for client onboarding, including aligning with CW's Client Engagement Model.
Directly interact with subordinates and functional peer groups on a daily basis.
Demonstrate effective management of both people and projects.
Operate within a global framework, coordinating operational teams across different time zones.
Required skills:
Intermediate Technical Skills in Strategic tools (Clarizen, Salesforce, Insight Squared, Paylocity).
Securities and financial markets knowledge.
Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives.
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:
Certified Bachelors/Masters course in related field.
2+ years of relevant experience in managing and leading implementation teams.
Experience with Project Management tools.
Experience with MS SQL or similar relational databases.
What the Team is Saying
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What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights.
The result? Investment management that works as seamlessly as your investment strategy.
Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world.
What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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