Job Description
Job Summary:
The Program Manager is responsible for identifying and finalizes project/implementation scope. Develops detailed implementation plans including internal client and third-party resourcing. Manages and coordinates with internal client and third-party resources to ensure a successful on-time quality implementation per plan. Generates weekly status reports holds weekly status meetings with client and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. Serves as a trusted relationship manager responsible for ensuring timely accurate and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Manages and reports on budget for implementations. Possess the ability to seek out recommend and implement continuous service improvements within the project timeline (and future projects). Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation.
Responsibilities:
Identifies and finalizes project/implementation scope.
Develops detailed implementation plans including internal client and third-party resourcing.
Manages and coordinates with internal client and third-party resources to ensure a successful on time and with quality implementation per plan.
Generates weekly status reports holds weekly status meetings with client and project team.
Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management.
Manage and report on budget for implementation.
Seek out recommend and implement continuous service improvements.
Serves as a trusted relationship manager responsible for ensuring timely accurate and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.
Be the bridge between various business stakeholders including Client Servicing team Sales team and Development team.
Ability to run multiple simultaneous implementations with minimal oversight.
Required Skills:
Expert Technical skills in JIRA Excel Clarizen and Salesforce. Explores trials and provides trusted recommendations for the use of other tools and technologies as use cases arise.
Financial Services Experience (Investment Banking Insurance FinTech etc).
Project manage in a matrix reporting environment.
Investment accounting and reporting knowledge.
Familiarity with Software-as-a-Service (SaaS) platforms and delivery model
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:
Bachelor’s and/or master's in finance or accounting.
7+ years of relevant project management and implementation experience working with external clients.
Proven experience implementing software solutions within Asset Management Market Data and/or Insurance space.
Consulting experience.
Securities or financial markets experience.
Experience of managing a team essential (7-15 people).
Skills Required
- Expert Technical skills in JIRA Excel Clarizen and Salesforce
- Financial Services Experience
- Project manage in a matrix reporting environment
- Investment accounting and reporting knowledge
- Familiarity with Software-as-a-Service (SaaS)
- 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 and/or master's in finance or accounting
- 7+ years of relevant project management and implementation experience
- Proven experience implementing software solutions within Asset Management Market Data or Insurance
- Consulting experience
- Securities or financial markets experience
- Experience of managing a team essential (7-15 people)
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
- Retirement Support—A 401(k) plan with company match and immediate vesting is consistently included. This supports long‑term savings without waiting periods.
- Leave & Time Off Breadth—PTO and holidays are immediately eligible with flexible time off volunteer time off and parental leave available. Some roles also feature work‑from‑anywhere weeks and periodic remote flexibility.
- Equity Value & Accessibility—RSUs and an employee stock purchase plan are listed in many postings alongside core benefits. This provides additional ownership opportunities beyond salary and bonus.
Clearwater Analytics (CWAN) Insights
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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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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Date Posted
05/23/2026
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