The Team:
The Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of our Enfusion platform to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal CWAN teams including Product, Technology, and Account Management.
The Role:
The Electronic Trading (OEMS) Implementation Subject Matter Expert will work directly with Front Office teams to implement new trading systems and workflows. You will be acting as a dedicated Implementation Manager to lead the implementation process for Enfusion clients including project planning, requirements gathering, workflow review, product setup, UAT and client go-live. By working alongside the Electronic Trading Manager, you will be able to shape the product strategy and evolve Enfusion platform's Order and Execution Management System (OEMS).
What You’ll Do:
Provide clients with consultation on best practices and workflows during implementations
Engage with external parties to understand business workflows and translate them into software solutions
Deliver best in class customer solutions offering scalability and client business enhancement
Manage multiple projects simultaneously within set deadlines
Provide product demos for internal and external parties to introduce and market new product features and offerings
Deliver product enhancements and collaborate with the Development team during the implementation phase of projects.
Maintain a technical understanding of how our products are built, and therefore be able to identify alternatives to end-user needs, technical limitations, and time-to market goals
Act as a client escalation point and subject matter expert for any OEMS issues up to and through client initial go-live phase.
Constantly evaluate the market (i.e. keep up with industry trends, and ensure compliance with new regulations) and adjust product roadmap priorities accordingly
What You’ll Need:
7+ years of experience/internship in Financial Services or Investment Technology: Buy-side (OMS, EMS, IMS) or Sell-side product design, development, and deployment.
Degree in Finance, Accounting, Economics, Financial Math or related field
An understanding of front to back-office electronic / STP trading workflows, including FIX Protocol and pre-trade compliance standards, across multi-asset financial instruments
A strong understanding of a variety of financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.).
Ability to handle and prioritize multiple projects and work independently
Excellent verbal and written communication skills
Chicago Salary Range: $85,000 - $120,000 (DOE)
New York Salary Range: $102,000 - $144,000 (DOE)
Salary Range
$102,000.00 - $144,000.00This 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.
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A 401(k) plan with employer matching (commonly up to 4%) and references to immediate or Safe Harbor vesting indicate solid long‑term savings support. This combination is highlighted across employer materials and job postings.
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Leave & Time Off Breadth — Immediate eligibility for PTO, paid holidays, and volunteer time off is noted, alongside paid maternity and paternity leave. This breadth suggests a well-rounded time‑off framework from day one.
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Parental & Family Support — Paid parental leave is complemented by childcare benefits, a Dependent Care FSA, and amenities such as an onsite Mother’s Room. These provisions point to tangible support for families.
Clearwater Analytics (CWAN) Insights
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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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Employees engage in a combination of remote and on-site work.
