Head of Prism Operations

Job Summary

The Head of Prism Operations leads a distributed technically sophisticated team responsible for delivering Clearwater’s Prism product to clients. This is a high-impact leadership role at the intersection of client reporting data engineering and people management. The ideal candidate thrives in ambiguous fast-evolving product environments brings hands-on technical depth in data pipelines and client reporting and has a proven track record of leading cross-functional globally distributed teams. This person will own client escalations drive delivery excellence and be a key partner to sales and product as Prism scales.

Responsibilities

• Leads a distributed team of approximately 15 engineers analysts and delivery specialists across Boise Edinburgh and India

• Owns end-to-end delivery of Prism implementations ensuring quality timeliness and client satisfaction

• Acts as primary escalation point for client issues; drives solutioning and resolution with a sense of urgency

• Partners with Sales to scope support and close new Prism opportunities

• Collaborates with Product Management to surface client feedback prioritize enhancements and improve product maturity

• Manages team performance through regular 1-on-1s goal setting and career development

• Establishes and monitors project and delivery metrics; implements process improvements to reduce client escalation frequency

• Integrates recently onboarded team members from acquired entities and aligns team culture and ways of working

• Coordinates coverage across time zones to support a global client base including APAC and EMEA

Required Skills

• Deep understanding of data pipeline design data ingestion and data normalization

• Proficiency in SQL and query development for reporting and data analysis

• Experience with client reporting platforms and building production-grade reports

• Strong client-facing communication skills including comfort managing escalations at senior levels

• Demonstrated ability to lead and develop distributed cross-functional teams

• Exceptional problem-solving skills in high-pressure client-impacting situations

• Ability to operate effectively in early-stage or evolving product environments

Preferred Skills

• Familiarity with financial data investment accounting or client reporting in the asset management or fintech space

• Experience supporting pre-sales or solutioning conversations alongside a sales team

• Background in data migration systems integration or product delivery at scale

Education & Experience

• Bachelor’s degree in Computer Science Economics Engineering Finance or a related technical field; advanced degree a plus

• 8+ years of relevant experience in data engineering technical delivery or client-facing program management

• 3+ years of people management experience preferably leading teams of 10 or more

• Experience engaging with senior and executive client stakeholders

• Prior experience with project management methodologies and tools

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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