The Team

This team sits within Clearwater Analytics and supports clients leveraging our Enfusion PMS capabilities, a core part of our portfolio management and accounting platform. The team operates across front-, middle-, and back-office workflows, partnering with asset managers to implement and optimize trading, portfolio, and accounting processes.

You'll lead a team of Solutions Managers working across the full investment lifecycle-connecting trades, positions, P&L, and financial reporting. The team partners closely with clients, internal implementation teams, and Valuation & Risk to solve complex workflow, instrument, and accounting challenges.

What You'll Do:

• Lead, coach, and develop a team of PMS Solutions Managers, setting priorities and ensuring successful delivery across client projects
• Oversee the team's implementation portfolio, including project planning, staffing, risk management, and stakeholder communication
• Spearhead client onboarding and conversion projects (AUM ranging from $100mm to $5bn), ensuring seamless integration and optimization of client portfolio management processes
• Serve as the primary escalation point for technical, operational, and client-facing questions across team projects
• Guide the resolution of complex issues involving trading workflows, positions, P&L, exposure, corporate actions, allocations, commissions, and PMS-to-General Ledger reconciliation
• Partner with project managers, client stakeholders, and cross-functional teams to manage delivery risks and maintain strong client relationships
• Establish consistent team practices for implementation quality, documentation, knowledge sharing, and client communication
• Streamline implementation processes to reduce cycle times while maintaining high-quality service and meeting client-specific requirements
• Support and mentor team members in developing deeper expertise across portfolio management, trading, and accounting workflows
• Design and oversee sophisticated workflow configurations for complex client operating models, including trading, order management, allocation, position management, and accounting requirements
• Collaborate with Valuation & Risk on complex instruments, analytics, and implementation requirements
• Create a performance-driven environment, setting clear objectives and providing ongoing feedback to help team members reach their potential
• Foster a culture of continuous improvement, contributing to overall team and firm performance growth

What You'll Need:

• 7+ years of experience with Portfolio Management Systems or in middle office, operations, implementation, or consulting roles at an asset manager, bank, administrator, or fintech provider
• Demonstrated experience leading client implementations, delivery workstreams, or teams in a client-facing environment
• Strong understanding of trading workflows, the trade lifecycle, P&L, portfolio accounting, and downstream financial reporting
• Experience managing and resolving complex project, technical, or client escalations
• Ability to prioritize team capacity and delivery needs across multiple concurrent projects
• Strong analytical and problem-solving skills, with the ability to diagnose issues across interconnected systems and workflows
• Excellent communication skills, executive presence, and ability to build trust with both clients and internal stakeholders
• Experience with complex investment strategies, multi-manager environments, and multi-asset-class portfolios is strongly preferred
• Exposure to complex instruments, including swaps, options, and futures, as well as accruals and tax lot accounting, is a plus
• Prior people leadership, mentorship, or team-lead experience is preferred

Why This Role:

• Lead a high-impact team supporting sophisticated investment managers and complex PMS implementations
• Balance people leadership and project oversight with hands-on ownership of a strategically important onboarding
• Drive outcomes across front-, middle-, and back-office workflows
• Build deep expertise in Clearwater's Enfusion PMS capabilities, investment operations, and portfolio accounting
• Create meaningful growth opportunities for team members while shaping delivery standards and client experience

Chicago Salary Range: $100,000.00 - $140,000.00

NY Salary Range: $120,000.00 - $168,000.00

Salary Range
$100,000.00 - $140,000.00
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.