Strategic Planning & Business Operations Lead, Risk and Alternatives

Posted An Hour Ago
Be an Early Applicant
New York, NY, USA
Hybrid
120K-168K Annually
Senior level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Leads strategic planning and business operations for executive leadership, serving as a liaison across teams and supporting board and company-wide meetings. Develops success metrics, manages sensitive communications, evaluates executive inquiries, conducts research and financial modeling, and provides recommendations for strategic decision-making. Also supports PR and marketing strategy and leads special projects aligned with corporate priorities.
Summary Generated by Built In

The Chief of Staff works side-by-side with the ELT, acting as a strategist, consultant, and implementer while ensuring activities within the organization align with specified corporate objectives and priorities. 

Responsibilities:

  • Acts as a liaison between staff, executives, senior leaders, and CEO regarding company climate, employee well-being, project updates, proposals, and planning

  • Defines success metrics and provides necessary structure and organization

  • Prepares and manages board meetings, ensuring materials are sent in advance, time is utilized efficiently, and objectives are achieved

  • Assists with “all hands” company meetings

  • Works closely with leadership Executive Assistant to remain apprised of upcoming commitments

  • Assists the ELT with correspondence dealing with subject matter requiring considerable sensitivity, discretion, judgment or negotiation

  • Assists with PR and Marketing strategy

  • Evaluates inquiries directed to the ELT, determines the proper course of action and delegates to the appropriate individual to manage

  • Presents recommendations to ELT based upon thorough research, statistics and data analysis

  • Takes on special projects related to key strategic priorities

  • Conducts financial modeling and strategic analysis to assist ELT with decision-making and operational matters.

Requirements:   

  • 7+ years’ experience in either a Chief of Staff, Sales Operations, Sales Strategy or Consulting role

  • Proven track record of effectively planning and assisting strategic initiatives

  • Advanced presentation and Microsoft Suite capabilities

  • Excellent communication skills, both verbal and written

  • Ability to work strategically, efficiently, and collaboratively across departments

Desired Experience or Skills:                   

  • Project Management Experience 

  • Understanding of financial modeling, analytics, statistics

Salary Range

$120,000.00 - $168,000.00

This 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

  • 7+ years of experience in Chief of Staff, Sales Operations, Sales Strategy, or Consulting roles
  • Proven track record planning and supporting strategic initiatives
  • Advanced presentation capabilities
  • Advanced Microsoft Suite capabilities
  • Excellent verbal and written communication skills
  • Ability to work strategically, efficiently, and collaboratively across departments
  • Project management experience
  • Understanding of financial modeling, analytics, and statistics

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai

Clearwater Analytics (CWAN) Compensation & Benefits Highlights

  • Retirement Support — Company filings and benefit listings describe a 401(k) with employer matching up to 4% and robust retirement offerings. This points to reliable long‑term savings support within the package.
  • Leave & Time Off Breadth — PTO, paid holidays, and volunteer time off are consistently included, with descriptions noting roughly three weeks of PTO and immediate eligibility in some summaries. These elements suggest time‑off coverage that is solid even if not top‑tier.
  • Flexible Benefits — A three‑week work‑from‑anywhere option, hybrid/WFH flexibility, and volunteer time off are highlighted in recent descriptions. These features offer adaptability that can enhance the overall value for many roles.

Clearwater Analytics (CWAN) Insights

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The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

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.

Typical time on-site: Flexible
HQBoise, ID
Bengaluru, Karnataka
Chicago, IL
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Singapore
Sydney
Learn more

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