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Lead end-to-end onboarding of institutional investment clients onto Clearwater’s SaaS platform. Configure tailored solutions, deliver client training, troubleshoot issues, manage stakeholder communications, track milestones, and escalate implementation risks. Partner with internal teams across accounting, compliance, performance, risk, and reporting to ensure successful project delivery and help clients realize the platform’s value.

Oversee onboarding and implementation of new clients onto Clearwater’s SaaS platform. Lead requirements analysis, solution architecture, scope discovery, solution documentation, and client approvals for investment accounting and reporting implementations. Apply expertise in HGB, Solvency II, IFRS, and general ledger processes while collaborating with sales, program managers, product teams, and senior stakeholders. Advocate for scalable solutions, support change management, improve onboarding processes, and align implementations with company strategy.

Manage relationships with institutional investment clients, resolve enquiries, validate investment and accounting data, support reporting, perform account setup and reconciliation tasks, and contribute to client and team projects. The role requires clear communication, attention to detail, problem-solving, and German and English fluency. It is designed for recent graduates interested in investment operations and fintech.

Lead and develop a client implementations team in Frankfurt while personally sponsoring onboarding projects for institutional investment clients. Oversee delivery quality, performance reviews, KPIs, client escalations, implementation methodologies, and transitions to ongoing servicing. Partner with product, development, and sales teams to improve tooling and create scalable onboarding processes. Coordinate global teams across time zones and use Salesforce, Workday, and Power BI to monitor performance.

Leads a DACH client servicing team, overseeing work allocation, quality, coaching, performance reviews, and career development. Tracks client and team metrics including NPS, CSAT, SLAs, retention, churn, margins, and attrition. Manages client escalations, SteerCos, relationship reviews, onboarding transitions, and partnerships with product, development, and sales teams to improve scalable servicing processes and tooling.

Provide expert client servicing for complex investment accounting and reporting needs. Translate client requirements into Clearwater system configurations, process designs, implementation materials, training, and SOPs. Resolve inquiries and escalations, manage projects, coordinate resources, advise executive stakeholders, mentor colleagues, and improve scalable processes supporting client onboarding and ongoing platform use.

Manage relationships with institutional investment clients across the DACH region, resolving queries related to investment accounting, reporting, analytics, and financial markets. Validate investment data, reconcile transactions, perform account setup and compliance tasks, and prioritize work against quality and productivity metrics. The role also involves client projects, commercial awareness, and mentoring junior colleagues.

Manage relationships with institutional investment clients, resolve enquiries, validate investment data, support accounting and analytics reporting, perform account setup and reconciliation tasks, and prioritize workload using quality metrics. The role requires strong communication, organization, attention to detail, problem-solving, financial markets or accounting knowledge, and a bachelor’s degree in a relevant discipline.

Manage middle- and back-office fund services, including trade affirmations, position, cash, P&L, and equity swap reconciliations. Book corporate actions, option exercises, accruals, expenses, stock borrow, and swap financing P&L. Perform shadow fund accounting and NAV trial balance reconciliation, resolve breaks, and communicate with clients, fund administrators, and trading counterparties.

Lead end-to-end client implementations of Clearwater’s SaaS investment management platform across accounting, compliance, performance, risk, and reporting. Configure tailored solutions, support data migration and interfaces, troubleshoot trading, P&L, and accounting issues, train clients, manage stakeholders and delivery milestones, escalate risks, and mentor junior team members. The role requires German and English fluency, investment operations or accounting experience, financial markets knowledge, strong analytical and communication skills, and proficiency with Excel and Microsoft Office.