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The Sr. Subject Matter Expert in Client Servicing translates client requirements into system applications, collaborates with teams to resolve complex inquiries, and enhances onboarding experiences while providing mentorship and maintaining documentation.

The Enterprise Sales Leader will drive revenue by identifying, pursuing, and closing business opportunities with enterprise clients, managing the sales pipeline, conducting presentations, and collaborating with internal teams.

Load, validate, and reconcile client investment data using Excel and SQL. Collaborate with development teams to automate and streamline onboarding workflows, apply accounting and securities knowledge, lead process improvements, and coordinate complex activities to improve delivery speed and accuracy.

Lead and manage client-facing software implementations: define scope, create detailed plans, manage internal/client/third-party resources and budgets, run status reporting and steering committees with C-level stakeholders, recommend service improvements, transition to steady-state teams, and oversee multiple simultaneous implementations within financial services.

Lead design and delivery of Portfolio Construction features, author clear functional/technical specs, partner with engineering and QA, test and resolve complex support issues, act as portfolio construction SME, and incorporate client feedback into the product roadmap.

Establish and automate reconciliation processes for client investment books during onboarding. Gather requirements, normalize and back-reconcile data, validate against third-party sources, monitor discrepancies, and communicate progress and risks to project leads. Apply investment accounting and financial instrument knowledge to ensure accurate, scalable reconciliation.

Lead reconciliation analyst who designs and automates reconciliation processes, validates third-party and custodial data, back-reconciles and normalizes client investment books, monitors discrepancies, and communicates progress with project leads while applying investment accounting knowledge.

Provide operational client support for investment accounting and reporting, handle account setup, reconciliations, compliance tasks, validate investment data, resolve complex queries, manage workflow metrics, build client relationships, and coach junior staff while supporting cross-team projects.

Serve as primary client contact and trusted advisor for Clearwater clients, manage daily reporting and SLA-driven service delivery, resolve incidents and escalations, lead client engagement and training, expand client relationships, mentor analysts, and drive platform adoption and operational improvements.

Lead a distributed team to deliver Prism implementations end-to-end, own client escalations, drive delivery excellence, partner with Sales and Product, and improve delivery processes while supporting global clients.