Sr. Program Manager (LP Team)

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 proficiency in JIRA Excel Monday.com and Salesforce; ability to explore trial and recommend new tools and technologies as business needs arise.

• Strong background in Financial Services including Investment Banking Private Equity Hedge Funds Insurance and FinTech.

• Demonstrated experience managing projects within a matrix reporting environment.

• Solid knowledge of investment accounting and reporting practices.

• Product expertise in Private Investments RNFs LIHTC and IRR calculations.

• In-depth understanding of LP/GP relationships in private markets.

• Familiarity with Software-as-a-Service (SaaS) platforms and delivery models.

• Advanced computer skills with proficiency in Microsoft Office Suite.

• Exceptional attention to detail and strong documentation capabilities.

• Excellent verbal and written communication skills.

• Strong organizational and interpersonal abilities for effective collaboration.

• Proven problem-solving and analytical skills.

Education and Experience: 

• Bachelor’s and/or master's in finance or accounting. 

• PMP/CPA/CFA is an added advantage.

• 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. 

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

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