Senior Asset Management Client Services Lead

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

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.