Client Servicing Division Lead - Asset Management

Clearwater Analytics; Chicago (IL); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD

Job summary

Clearwater Analytics seeks a Senior Leader for Client Servicing to oversee regional teams and drive asset management excellence. You will mentor managers and individual contributors, shape talent strategy, and partner with product, development, and sales to differentiate offerings while maintaining high client satisfaction.

The role emphasizes governance of key metrics (ESS, NPS, CSAT, gross margin) and strategic client relationships.

Qualifications

• Deep expertise in asset management, with a strong foundation in investment accounting and related infrastructure.
• Ability to manage and develop teams, including managers and individual contributors.
• Experience leading strategic client relationships and projects in asset management or investment operations.
• Strong communication and documentation skills to support client conversations and internal strategy.

Responsibilities

• Manage teams spanning managers and individual contributors.
• Direct talent management lifecycle: headcount, succession planning, hiring, development, performance, compensation.

Skills

Asset management

Team leadership

Client relationship

Strategic discussions

Problem solving

Communication

Organizational skills

Education

Bachelor's degree in finance or business

Tools

Microsoft Office

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. 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

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.

Benefits

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

Equal Opportunity

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.

Company Overview

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Diversity Statement

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.