Global Delivery Division Lead

Clearwater Analytics•Chicago, IL

8d•$100,000 - $168,000•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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