Client Servicing Division Lead - Asset Management

Client Servicing Division Leads take on leadership roles overseeing teams with a regional or strategic market focus. Their contributions are vital in establishing and nurturing a top-tier client servicing organization and they lead by example with their deep enthusiasm for Clearwater their colleagues and client achievements.

We are seeking a leader with deep asset management expertise who understands the operational and accounting infrastructure that underpins the industry. Clearwater’s foundation remains investment accounting and book of record solutions even as the platform has expanded across the full investment lifecycle. This leader will be expected to bring credibility fluency and strategic perspective to that domain — earning the trust of sophisticated asset management clients and teams alike.

These leaders frequently act as executive sponsors for strategic client relationships earning a reputation as trusted and influential advisors. They handle escalations and prioritize critical matters with confidence ensuring the success of key initiatives.

• Manage teams that span managers and individual contributors.
• Provide direction on the full talent management lifecycle for your teams where required; including headcount and succession planning hiring career development performance management and compensation reviews.
• Build a positive culture that encourages teamwork collaboration continuous improvement empowerment candid feedback ownership and accountability.
• Focus on execution through tracking and driving quantitative and qualitative metrics to measure the success of projects people teams and processes.
• Help build a differentiated offering by collaborating and strategizing with product management development and sales teams. Solicit and share client feedback to create an improved product operational execution and drive sales growth.
• Partner effectively with Global Delivery and other departments to ensure the seamless transition of newly onboarded clients into steady-state client servicing operations.
• Proactively identify and explore new revenue opportunities within the client base to support our strategic and business development goals.
• Identify analyze and prioritize key risk measures around staffing clients and operational risk; use data and managerial judgment to make informed risk-based decisions where appropriate.
• Own and drive positive results with key business metrics including ESS NPS CSAT and gross margin.
• Serve as a subject matter authority on asset management operations book of record and investment accounting — bringing informed perspective to client conversations product feedback and internal strategy.

• Deep expertise in asset management with a strong foundation in investment accounting book of record operations and related industry infrastructure.
• Demonstrated ability to manage and develop teams including both people managers and individual contributors.
• Ability to lead inspire and develop team members across all levels.
• Ability to lead and influence client and internal leadership discussions regarding contract language terms and conditions services cost drivers revenue and gross margin.
• Prior experience owning and managing strategic client relationships and leading key projects within an asset management or investment operations context.
• Proven track record of owning complex client escalations and driving resolution across front middle and back office teams — with a clear understanding of how operational interdependencies in asset management affect client outcomes.
• Passion perseverance and accountability with an innate desire to drive client success.
• Strong computer skills including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

• Bachelor’s degree in a relevant finance or business-related field.
• 10+ years of overall relevant experience with several years of experience leading and managing teams in an asset management or investment operations environment.

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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