Implementations Team Lead

Job Summary:  

The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management identify learning opportunities and serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting they apply domain knowledge to ensure successful client onboarding. Additionally they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales Global Delivery and steady-state Operations teams. 

Responsibilities: 

• Lead mentor train and retain a substantial team. 

• Identify improvement opportunities and drive solutions across Global Delivery teams. 

• Direct subordinates applying rules policies and management oversight. 

• Errors in decision-making or failure to achieve results can lead to schedule delays. 

• Frequently interact with subordinates and functional peer groups requiring cooperation and technical presentations on topics such as projects and schedules. 

• Supervise professional skilled and support individual contributors directly. 

• Operate within a global framework coordinating operational teams across diverse time zones. 

• Demonstrate effective management of both people and projects. 

Required skills:  

• They must possess a strong foundation in accounting knowledge. 

• Advanced Technical Skills in Strategic tools (Clarizen Salesforce Insight Squared Paylocity). 

• Advanced Technical Skills in MS Office Suite Tools and technologies associated with team responsibilities (e.g. Data Migration Reporting Reconciliation).  

• Securities and financial markets knowledge. 

• Familiarity with accounting and reporting for fixed income structured products and/or derivatives. 

• 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. 

Education and Experience:  

• Certified Bachelors/Masters course in Finance or Accounting.  

• 4+ years of relevant experience leading and managing Implementation teams. 

• Experience with Project Management tools. 

• Experience with MS SQL or similar relational databases. 

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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