About the Opportunity
Clearwater is experiencing exceptional growth across the DACH region, with a rapidly expanding client base. As we deepen our footprint in one of Europe’s most sophisticated investment markets, we continue to build out a dedicated local team - and this role sits right at the heart of that expansion.
This is a rare opportunity to join Clearwater at an inflection point: you will help shape how we serve DACH clients and establish yourself as a primary client relationship owner with some of the industry’s largest and most sophisticated insurers and asset managers.
Job Description
Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement, from the daily user to decision maker level.
You are viewed by our clients as a trusted advisor, solving complex front to back investment management and asset owner software solutions. This includes supporting investment reporting, regulatory, and portfolio accounting challenges, acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth.
The Clearwater Client Servicing Team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their risk and performance, accounting, and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.
Responsibilities
Own the end-to-end client relationship, serving as the primary point of contact for various client stakeholders
Collaborate directly with clients to build and own valuable relationships and ensure their success
Act as a subject matter expert on local regulatory and accounting topics – including HGB-compliant accounting and Solvency II reporting - advising clients on how Clearwater’s platform supports their specific regulatory requirements.
Manage client inquiries & deliver accurate, daily trading balances, risk metrics, compliance reporting, and performance values
Find opportunities to establish extra value to clients outside of day-to-day servicing
Prioritize and coordinate projects across large and strategic clients
Handle complex investment accounting, performance, risk, and compliance requests
Provide client training on best practices around daily operational & trading support using Clearwater
Advise on how to leverage Clearwater's flexible reporting in monthly/quarterly client statements
Proactively seek ways to add value to your team & Clearwater
Provides guidance and mentorship to Analysts in the team.
Required Skills:
Working knowledge of financial services and investment accounting, preferably experience in HGB and German regulatory reporting requirements
Working knowledge of structured products, derivatives, fixed-income securities, and multi-asset portfolio accounting
Proven experience working with external clients
Self-starter who proactively seeks out solutions and expertise.
Ability to execute with precision in a fast-paced, dynamic environment while managing competing priorities across multiple client engagements
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.
Fluency in German and English
Education and Experience:
Bachelor's degree in accounting, finance or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
7+ years of relevant experience.
Skills Required
- Working knowledge of financial services and investment accounting
- Experience in HGB and German regulatory reporting requirements
- Working knowledge of structured products and derivatives
- Proven experience working with external clients
- Fluency in German and English
- Bachelor's degree in accounting, finance or similar field
- 7+ years of relevant experience
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A company 401(k) match with immediate vesting is consistently included alongside tax‑advantaged accounts. This indicates reliable long‑term savings support as part of the package.
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Equity Value & Accessibility — Equity participation is available through an employee stock purchase plan, with RSUs included for some roles. This adds ownership potential beyond base pay and bonus.
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Leave & Time Off Breadth — Paid time off is available from day one with a baseline around three weeks, plus company holidays and volunteer time. Flexible elements like work‑from‑home Fridays and limited “work from anywhere” periods broaden practical time‑off utility.
Clearwater Analytics (CWAN) Insights
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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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
