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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 skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise. 

• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).

• Project manage in a matrix reporting environment.

• Investment accounting and reporting knowledge.

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

• 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 and/ormaster's in finance or accounting.

• 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.

• Experience of managing a team essential (7-15 people).