Global Head of Consultants

Clearwater Analytics • New York, NY

1d

About The Position

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.

Requirements

• 12+ years of experience in Fintech, SaaS, or Investment Management, with a proven track record in consultant relations or strategic partnerships.
• Deep understanding of the investment lifecycle, specifically accounting, risk, and regulatory reporting for institutional investors.
• Experience managing relationships across both North American and European markets, with an understanding of regional regulatory nuances.
• Exceptional presentation and storytelling skills; ability to translate complex technical capabilities into clear value propositions for C-suite influencers.
• Willingness to travel internationally as needed to engage with global teams and partners.

Nice To Haves

• An existing book of contacts within the global investment consulting community (e.g., Mercer, Callan, Albourne, NEPC, etc.) is highly preferred.

Responsibilities

• Create and implement a global consultant engagement framework that identifies, prioritizes, and cultivates relationships with key influencers at global and regional consultancy firms.
• 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.
• 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.
• 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.
• 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.
• Represent Clearwater at key industry conferences and host bespoke "Consultant Day" events to foster high-level networking and thought leadership.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed