Position Overview
Clearwater Analytics is seeking a strategic and high-energy leader to serve as the Global Head of Consultant Relationships. This critical role is responsible for designing and executing a comprehensive partnership strategy with the investment and operational consultant community across North America and EMEA.
The successful candidate will ensure that the world's leading consultancy firms have a deep understanding of Clearwater's SaaS platform, product roadmap, and long-term vision. Your primary objective is to position Clearwater as a "top-of-mind" solution, ensuring our inclusion in high-value RFPs and securing consultant advocacy throughout the client evaluation process for insurance companies, asset managers, and asset owners.
Key Responsibilities
• Strategy Development: Create and implement a global consultant engagement framework that identifies, prioritizes, and cultivates relationships with key influencers at global and regional consultancy firms.
• Brand Advocacy & Education: Act as the primary technical and strategic ambassador to the consultant community. Conduct deep-dive sessions on Clearwater's capabilities, including investment accounting, data aggregation, and reporting.
• RFP Pipeline Management: Systematically increase Clearwater's "win rate" by ensuring consultants are equipped with the latest collateral, case studies, and roadmap updates to confidently recommend Clearwater during client searches.
• Cross-Functional Collaboration: Partner closely with internal Sales and Product teams to align consultant feedback with product development and to coordinate "boots on the ground" efforts for specific regional opportunities.
• Market Intelligence: Monitor the evolving needs of asset managers, insurance providers, and asset owners to provide feedback to the executive team on how Clearwater can better solve for industry-wide pain points.
• Event Leadership: Represent Clearwater at key industry conferences and host bespoke "Consultant Day" events to foster high-level networking and thought leadership.
Qualifications
• Experience: 12+ years of experience in Fintech, SaaS, or Investment Management, with a proven track record in consultant relations or strategic partnerships.
• Domain Expertise: Deep understanding of the investment lifecycle, specifically accounting, risk, and regulatory reporting for institutional investors.
• Global Mindset: Experience managing relationships across both North American and European markets, with an understanding of regional regulatory nuances.
• Communication: Exceptional presentation and storytelling skills; ability to translate complex technical capabilities into clear value propositions for C-suite influencers.
• Network: An existing book of contacts within the global investment consulting community (e.g., Mercer, Callan, Albourne, NEPC, etc.) is highly preferred.
• Travel: Willingness to travel internationally as needed to engage with global teams and partners.
Salary Range
$144,000 - $204,000 USD Annual
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.
