Senior PM - FinTech Implementations & Stakeholder Leadership

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

Benefits offered by this job

Health insurance

Vision & Dental保险

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking a Program Manager to define project scopes and develop detailed implementation plans across internal, client, and third-party teams. You will manage resources, generate status reports, and lead steering committees with C-level clients and Clearwater leadership to ensure on-time, high-quality delivery.

The role requires extensive experience in financial services, SaaS platforms, and investment accounting.

Qualifications

• 8+ years of project management and implementation experience with external clients.
• Experience implementing software solutions in Asset Management, Market Data or Insurance.
• PMP/CPA/CFA is an added advantage.
• Securities or financial markets experience.

Responsibilities

• Identify and finalize project/implementation scope.
• Develop detailed implementation plans including internal, client and third-party resourcing.
• Manage and coordinate with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan.
• Generate weekly status reports, hold weekly status meetings with client and project team.
• Schedule and lead 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.
• Be the bridge between Client Servicing, Sales and Development teams.

Skills

Project management

Stakeholder management

Investment accounting

Private investments

IRR calculations

SaaS familiarity

MS Office

Communication

Documentation

Education

Bachelor’s or Master’s in finance/accounting

Tools

JIRA

Excel

Monday.com

Salesforce

Job description

Clearwater Analytics is seeking a Program Manager to define project scopes and develop detailed implementation plans across internal, client, and third-party teams. You will manage resources, generate status reports, and lead steering committees with C-level clients and Clearwater leadership to ensure on-time, high-quality delivery.

The role requires extensive experience in financial services, SaaS platforms, and investment accounting.