Client Servicing Division Lead - Asset Management

Clearwater Analytics; Boise (ID); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics seeks a seasoned Client Servicing Division Lead to guide teams across regional markets. You will shape client servicing strategy, drive service quality, and uphold the firm's investment accounting and book-of-record excellence.

You will partner with product, development, and sales, oversee talent management, and monitor metrics like ESS, NPS, CSAT, and gross margin to ensure client success and growth.

Qualifications

• Bachelor's degree in finance or business required.
• 10+ years of asset management or investment operations experience.
• Proven leadership of managers and individual contributors.
• Strong governance and client relationship management abilities.
• Experience owning strategic client relationships and leading projects in asset management/investment operations.
• Proven track record of resolving complex client escalations.
• Demonstrated accountability and client-focused mindset.
• MS Office proficiency.
• Excellent documentation skills.
• Strong verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Responsibilities

• Manage teams spanning managers and individual contributors.
• Direct talent management lifecycle including headcount, succession, hiring, development, performance reviews, compensation.
• Build a positive culture promoting teamwork, collaboration, continuous improvement, empowerment, feedback, ownership, accountability.
• Track and drive metrics to measure project, people, team, and process success.
• Collaborate with product, development, and sales to differentiate offerings and incorporate client feedback.
• Coordinate with Global Delivery to onboard clients into steady-state servicing.
• Identify new revenue opportunities within the client base.
• Assess and prioritize risk related to staffing, clients, and operations; base decisions on data.
• Drive results with ESS, NPS, CSAT, and gross margin.
• Serve as subject matter authority on asset management operations, book of record, and investment accounting.

Skills

Asset management expertise

Team leadership

People development

Client relationship leadership

Strategic client relationships

Escalation management

Accountability

MS Office

Documentation

Communication

Organization

Problem-solving

Education

Bachelor's degree in finance or business

10+ years of asset management/investment operations experience

Job description

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.

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.

Salary Range

$100,000.00 - $140,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting.

Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living).

The Company reserves the right to modify this pay range at any time.

• For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits.

Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.