A career as an Account Manager at Clearwater Enfusion will provide you with the opportunity to establish and maintain strong relationships with some of the industry’s leading hedge funds. Account managers are responsible for the end-to-end experience as you manage daily client engagement and operational performance. Account managers are the ultimate owners of the client and responsible for their outcomes. You will be critical to client retention and growth while utilizing your financial services and strong relationship management background. Account managers will work closely with client onboarding, product support and technology to deliver value-added solutions and a world-class experience for our clients.
Responsibilities
Ensure client’s BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues
Manage and maintain client profile details in a centralized CRM tool which includes client health, risk / remediation plans and key client attributes.
Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolution
Work closely with client onboarding, product support and technology teams to deliver cohesive solutions that follow industry and system best practices
Provide consultation on workflows and identify potential opportunities to expand relationship
Conduct quarterly meetings with clients to obtain feedback on overall satisfaction
Ensure clients are successful in meeting their goals with Clearwater Analytics and are in a referenceable state
Be an advocate for your clients
Required Skills:
Working knowledge of financial services and investment lifecycle
Working knowledge of structured products, derivatives, fixed-income securities, etc. preferred.
Strong understanding of investment management workflows and operations
Organized, motivated performer; willing to learn technical and operational competencies
Ability to cultivate and foster strong relationships with key client stakeholders
Capable of independently managing clients with effective written and verbal communication
Strong collaboration & team building skillset
Ability to manage competing priorities and competent in planning systematically
Strong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutions
Very strong execution and delivery focus – gets things done
Up to 10% travel required
Education and Experience
5+ years of relevant investment industry experience (preferably at hedge fund, buy-side, sell-side, admin, custodian or FinTech competitor)
Bachelor's degree in accounting, finance or similar field or STEM degree with relevant work experience
Salary Range
$85,000.00 - $120,000.00This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action 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.
Skills Required
- 5+ years of relevant investment industry experience (hedge fund, buy-side, sell-side, admin, custodian or FinTech competitor)
- Bachelor's degree in accounting, finance or similar field or STEM degree with relevant work experience
- Working knowledge of financial services and investment lifecycle
- Working knowledge of structured products, derivatives, fixed-income securities, etc.
- Strong understanding of investment management workflows and operations
- Ability to cultivate and foster strong relationships with key client stakeholders
- Capable of independently managing clients with effective written and verbal communication
- Strong collaboration and team building skillset
- Ability to manage competing priorities and plan systematically
- Strong problem solving with pragmatic solution development
- Organized, motivated performer willing to learn technical and operational competencies
- Willingness to travel up to 10%
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Healthcare Strength — Medical, dental, and vision coverage are provided, with indications that some plans are company‑paid and include dependents, plus vision extras like contacts/glasses coverage and LASIK discounts. Mental health support and HSA/FSA options are referenced alongside core health benefits.
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Retirement Support — A 401(k) with employer matching up to 4% is offered, with immediate/Safe Harbor vesting noted in materials. This provides structured, reliable support for long‑term savings.
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Leave & Time Off Breadth — PTO starts around three weeks and grows with tenure to a higher cap, and offerings include paid company holidays and volunteer time off. Paid parental leave is also provided.
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.
