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Lead client onboarding and solution design for Clearwater's SaaS platform; analyze requirements, document standardized solutions for investment accounting and regulatory reporting, collaborate with Sales, PMs, R&D and stakeholders to ensure smooth implementation and change management, and drive repeatable scalable processes.

Design, build, deploy, and maintain high-quality software and AI solutions for investment management. Break down complex problems, write well-tested code, mentor teammates, collaborate cross-functionally, troubleshoot production incidents, and ensure scalable, secure integrations while prioritizing client satisfaction.

Manage client engagement, reporting, and operational performance for financial services clients. Ensure service delivery quality, oversee reporting cadence, mentor analysts, resolve client inquiries, provide training, drive client retention, identify expansion opportunities, and gather feedback to improve operations and product offerings.

Lead product strategy and roadmap for asset management products across EMEA. Collaborate with engineering, sales, clients, and partners to define, build, test, and deploy enterprise cloud capabilities that meet bookings, NPS, and margin targets. Mentor teams, represent the company externally, and drive strategic initiatives and partnerships with limited oversight.

Provide operational client support for investment accounting and reporting; handle inquiries, validate and reconcile investment data, complete account and compliance tasks, use internal tools and market data, manage workflow metrics, resolve complex queries, and coach junior staff.

Provide operational support and relationship management for global clients. Respond to investment and accounting inquiries, validate investment data, perform reconciliations and account setups, use internal tools and third-party data, manage workflows to meet quality and productivity metrics, and participate in cross-team projects to improve client experience.

Provide operational client support for investment accounting inquiries, validate investment data, complete account operational tasks, deliver Financial Statements and Analytics reporting, resolve complex queries, manage workloads to quality metrics, collaborate with internal teams, lead client-facing relationships, and coach junior staff.

Serve as primary client contact for large institutional clients, managing day-to-day engagement, monitoring client health, resolving escalations, and coordinating cross-functional teams. Perform operational tasks (account setup, reconciliations, month-end lockdowns), support onboarding and transitions, drive platform adoption and growth, and funnel feedback to product and operations. Leverage AI tools to streamline processes and improve service delivery.

Lead Client Servicing Associates provide operational support and build relationships with clients, addressing inquiries about investment and accounting matters while managing workflow and assisting junior staff.

Serve as a reconciliation subject-matter expert advising clients and internal teams on end-to-end reconciliation processes and tools. Lead training, quality and SOC1 compliance efforts, automation initiatives, and 2-3 strategic projects annually. Research complex assets, provide technical guidance, improve systems and workflows, and deliver accurate, documented responses to stakeholders.