Job Description
The Team:
The Client Onboarding team is spread across three verticals (PMS OEMS and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of our Enfusion platform to our buy-side clients including traders portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal CWAN teams including Product Technology and Account Management.
The Role:
The Electronic Trading (OEMS) Implementation Subject Matter Expert will work directly with Front Office teams to implement new trading systems and workflows. You will be acting as a dedicated Implementation Manager to lead the implementation process for Enfusion clients including project planning requirements gathering workflow review product setup UAT and client go-live. By working alongside the Electronic Trading Manager you will be able to shape the product strategy and evolve Enfusion platform's Order and Execution Management System (OEMS).
What You’ll Do:
Provide clients with consultation on best practices and workflows during implementations
Engage with external parties to understand business workflows and translate them into software solutions
Deliver best in class customer solutions offering scalability and client business enhancement
Manage multiple projects simultaneously within set deadlines
Provide product demos for internal and external parties to introduce and market new product features and offerings
Deliver product enhancements and collaborate with the Development team during the implementation phase of projects.
Maintain a technical understanding of how our products are built and therefore be able to identify alternatives to end-user needs technical limitations and time-to market goals
Act as a client escalation point and subject matter expert for any OEMS issues up to and through client initial go-live phase.
Constantly evaluate the market (i.e. keep up with industry trends and ensure compliance with new regulations) and adjust product roadmap priorities accordingly
What You’ll Need:
7+ years of experience/internship in Financial Services or Investment Technology: Buy-side (OMS EMS IMS) or Sell-side product design development and deployment.
Degree in Finance Accounting Economics Financial Math or related field
An understanding of front to back-office electronic / STP trading workflows including FIX Protocol and pre-trade compliance standards across multi-asset financial instruments
A strong understanding of a variety of financial products and derivatives (Equities Options Futures FX Fixed Income CDS IRS etc.).
Ability to handle and prioritize multiple projects and work independently
Excellent verbal and written communication skills
What we offer
Business casual atmosphere
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
PTO and volunteer time off to give back to the community
Defined and undefined career pathways allowing you to grow your own way
Work from anywhere 3 weeks out of the year
Work from home Fridays
Maternity and paternity leave
Chicago Salary Range: $85000 - $120000 (DOE)
New York Salary Range: $102000 - $144000 (DOE)
Salary Range
$102000.00 - $144000.00This 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.
Skills Required
- 7+ years of experience in Financial Services or Investment Technology
- Degree in Finance Accounting Economics or related field
- Understanding of electronic trading workflows and FIX Protocol
- Strong understanding of various financial products and derivatives
- Excellent verbal and written communication skills
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
05/15/2026
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