Professional Services Manager

Job Summary:

As a Professional Services Manager you will play a pivotal leadership role in driving the success of our client engagements. You will manage teams of junior consultants and analysts design and implement tailored solutions and ensure that every engagement is delivered with operational excellence. This position offers meaningful opportunities to develop your leadership analytical and communication skills while contributing directly to our Professional Services goals.

Responsibilities:

• Client Engagement & Advisory: Build and maintain enduring client relationships; act as a trusted advisor who deeply understands clients’ operating models technology stacks processes and compliance requirements across insurance and asset management.

• Solution Design & Implementation: Design configure and implement tailored scalable solutions that address each client’s unique needs—from investment accounting and GL reporting to end-to-end platform integration and optimization.

• Project Management: Lead end-to-end project implementations defining scope timelines resources and budgets. Ensure timely delivery manage stakeholder expectations and proactively surface and resolve risks.

• Process & Operational Evaluation: Conduct thorough evaluations of investment management workflows including investment accounting performance measurement trade execution cash and collateral management compliance monitoring risk management / ALM and reporting.

• Team Leadership & Mentorship: Lead mentor and develop junior consultants and analysts. Foster a collaborative environment that promotes skills growth accountability and high performance.

• Cross-Functional Collaboration: Partner with Sales Product Development Engineering and Marketing to align solutions with client needs and evolving market requirements.

• Data Analysis & Strategic Guidance: Analyze and interpret financial and operational data to inform client decision-making; provide strategic guidance that drives performance-oriented outcomes.

• Documentation & Reporting: Produce comprehensive project plans user documentation and executive-level status reports that ensure transparency and clear communication with all stakeholders.

• Training & Enablement: Facilitate training sessions and workshops to drive client adoption of best practices and new capabilities.

• Industry Awareness: Stay current on industry trends emerging technologies and regulatory developments in insurance and asset management to continuously enhance Clearwater’s service offerings.

Requirements:

• Bachelor’s Degree in Business Administration Finance Accounting or a related field.

• 8+ years of experience in investment operations technical accounting or financial services with a strong emphasis on insurance and/or asset management.

• Deep knowledge in one or more of the following areas:

• Investment Accounting & General Ledger Reporting (US GAAP IFRS)

• Alternative Investments (limited partnerships credit products derivatives)

• Regulatory Reporting for asset managers or insurance companies

• Experience leading complex projects in a consulting or professional services environment.

• Familiarity with investment management technology solutions across the front middle and back office.

• Prior experience in Big 4 or professional services consulting is strongly preferred.

• Certified Public Accountant (CPA) Chartered Financial Analyst (CFA) or Fellow of the Society of Actuaries (FSA)—highly desired but not required.

• Experience with Clearwater Analytics or comparable investment accounting / reporting platforms.

• Exposure to end-to-end operating model transformation engagements.

Salary Range: $120000-$168000

Salary Range

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law compensation will be determined based on relevant experience other job-related qualifications/skills and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role benefits include: health/vision/dental insurance 401(k) PTO parental leave and medical leave STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status age or any other federally protected class.

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

Gallery