Senior Institutional Relationship Manager

Clearwater Analytics; Boise (ID); On-site; USD 90,000 - 130,000; Full time

Job summary

Clearwater Analytics is seeking a Senior Account Manager to own and grow a book of institutional client relationships spanning REITs, corporations, insurers, and bank custody partners. You’ll be the primary contact, owning retention, growth, and end-to-end relationship health across multiple client types.

You will collaborate with Sales, Product, and Operations to deliver outcomes, manage governance calls and QBRs, and translate investment activity into Clearwater reporting and workflows.

Qualifications

• Own a book of institutional client relationships.
• Retain and grow accounts across multiple client types.
• Coordinate with Sales, Product and Operations to deliver client value.
• Demonstrate strong executive communication and problem-solving.

Responsibilities

• Own outcomes across your book of clients; drive retention and growth.
• Build relationships across client functions (Investments, Trading, Accounting, Risk, Operations).
• Manage bank custody partnerships and both direct/indirect clients.
• Lead governance calls and QBRs; tell a real story with outcomes and next steps.
• Mentor analysts and coordinate client-facing resolutions.

Skills

Executive communication

Relationship management

Financial services knowledge

Investment accounting

Client engagement

Project coordination

Education

Bachelor's degree in accounting, finance, or related field

Equivalent experience in Investment Management or Financial Services

Tools

CRM systems

Business intelligence

Job description

Clearwater Analytics is seeking a Senior Account Manager to own and grow a book of institutional client relationships spanning REITs, corporations, insurers, and bank custody partners. You’ll be the primary contact, owning retention, growth, and end-to-end relationship health across multiple client types.

You will collaborate with Sales, Product, and Operations to deliver outcomes, manage governance calls and QBRs, and translate investment activity into Clearwater reporting and workflows.