Job Summary
Client Servicing Division Leads take on leadership roles, overseeing teams with a regional or strategic market focus. Their contributions are vital in establishing and nurturing a top-tier client servicing organization, and they lead by example with their deep enthusiasm for Clearwater, their colleagues, and client achievements.
We are seeking a leader with deep asset management expertise who understands the operational and accounting infrastructure that underpins the industry. Clearwater’s foundation remains investment accounting and book of record solutions, even as the platform has expanded across the full investment lifecycle. This leader will be expected to bring credibility, fluency, and strategic perspective to that domain — earning the trust of sophisticated asset management clients and teams alike.
These leaders frequently act as executive sponsors for strategic client relationships, earning a reputation as trusted and influential advisors. They handle escalations and prioritize critical matters with confidence, ensuring the success of key initiatives.
Responsibilities
- Manage teams that span managers and individual contributors.
- Provide direction on the full talent management lifecycle for your teams where required; including headcount and succession planning, hiring, career development, performance management, and compensation reviews.
- Build a positive culture that encourages teamwork, collaboration, continuous improvement, empowerment, candid feedback, ownership, and accountability.
- Focus on execution through tracking and driving quantitative and qualitative metrics to measure the success of projects, people, teams, and processes.
- Help build a differentiated offering by collaborating and strategizing with product management, development, and sales teams. Solicit and share client feedback to create an improved product, operational execution, and drive sales growth.
- Partner effectively with Global Delivery and other departments to ensure the seamless transition of newly onboarded clients into steady-state client servicing operations.
- Proactively identify and explore new revenue opportunities within the client base to support our strategic and business development goals.
- Identify, analyze, and prioritize key risk measures around staffing, clients, and operational risk; use data and managerial judgment to make informed, risk-based decisions where appropriate.
- Own and drive positive results with key business metrics including ESS, NPS, CSAT, and gross margin.
- Serve as a subject matter authority on asset management operations, book of record, and investment accounting — bringing informed perspective to client conversations, product feedback, and internal strategy.
Required Skills
- Deep expertise in asset management, with a strong foundation in investment accounting, book of record operations, and related industry infrastructure.
- Demonstrated ability to manage and develop teams, including both people managers and individual contributors.
- Ability to lead, inspire, and develop team members across all levels.
- Ability to lead and influence client and internal leadership discussions regarding contract language, terms and conditions, services, cost drivers, revenue, and gross margin.
- Prior experience owning and managing strategic client relationships and leading key projects within an asset management or investment operations context.
- Proven track record of owning complex client escalations and driving resolution across front, middle, and back office teams — with a clear understanding of how operational interdependencies in asset management affect client outcomes.
- Passion, perseverance, and accountability with an innate desire to drive client success.
- 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 degree in a relevant finance or business-related field.
- 10+ years of overall relevant experience, with several years of experience leading and managing teams in an asset management or investment operations environment.