Sr. Program Manager (LP Team)

Clearwater Analytics•Chicago, IL

22h

About The Position

The Program Manager is responsible for identifying and finalizing project/implementation scope. They develop detailed implementation plans including internal, client, and third-party resourcing. The role involves managing and coordinating with internal, client, and third-party resources to ensure a successful, on-time, quality implementation per plan. The Program Manager generates weekly status reports, holds weekly status meetings with the client and project team, and schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. They serve as a trusted relationship manager, ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. The role also manages and reports on the budget for implementations and possesses the ability to seek out, recommend, and implement continuous service improvements within the project timeline and for future projects. Additionally, the Program Manager leads the transition from the Sales team to the Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation. They act as a bridge between various business stakeholders including the Client Servicing team, Sales team, and Development team, and have the ability to run multiple simultaneous implementations with minimal oversight.

Requirements

Expert technical proficiency in JIRA, Excel, Monday.com, and Salesforce; ability to explore, trial, and recommend new tools and technologies as business needs arise.
Strong background in Financial Services, including Investment Banking, Private Equity, Hedge Funds, Insurance, and FinTech.
Demonstrated experience managing projects within a matrix reporting environment.
Solid knowledge of investment accounting and reporting practices.
Product expertise in Private Investments, RNFs, LIHTC, and IRR calculations.
In-depth understanding of LP/GP relationships in private markets.
Familiarity with Software-as-a-Service (SaaS) platforms and delivery models.
Advanced computer skills with proficiency in Microsoft Office Suite.
Exceptional attention to detail and strong documentation capabilities.
Excellent verbal and written communication skills.
Strong organizational and interpersonal abilities for effective collaboration.
Proven problem-solving and analytical skills.
Bachelor’s and/or master'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).

Nice To Haves

PMP/CPA/CFA is an added advantage.

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.