Service Delivery Manager

Clearwater Analytics; Chicago (IL); On-site; USD 110,000 - 150,000; Full time

Job summary

Clearwater Analytics provides cloud-native investment management solutions and seeks a Service Delivery Manager in Chicago to manage client engagement and reporting for insurers, asset managers, and government entities.

You will lead a team, ensure high-quality servicing, and drive strategic delivery improvements while collaborating with sales and support to expand service offerings.

Qualifications

• Bachelor's degree in accounting or related field.
• 5+ years of experience in financial services or investment operations.
• Experience with client engagement and reporting.
• Strong communication and documentation skills.
• Proficiency with Microsoft Office.
• Understanding of investment accounting and structured products.

Responsibilities

• Plan and oversee the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients.
• Manage Client Engagement Model & client health reporting.
• Ensure quality servicing and operational performance within delivery standards.
• Maintain client engagement from the daily user to the decision-maker level of the client.
• Manage delivery metrics.
• Provide guidance and mentorship to analysts.
• Coordinate and participate in resolution of daily client inquiries and projects.
• Develop client relationships and expand network across organizations.
• Strategic planning of service delivery to drive usage and reduce downtime and costs.
• Collaborate with sales and support groups to demonstrate value of support offered to clients and identify opportunities for expanded support.
• Maintain knowledge of product enhancements and the changing investments accounting industry.
• Help aggregate client feedback and provide guidance to improve operationally and expand the product offering.

Skills

Financial services knowledge

Investment accounting

Structured products & derivatives

Microsoft Office proficiency

Communication skills

Detail-oriented

Problem-solving abilities

Relationship management

Education

Bachelor's degree in accounting or related field

Experience in Investment Operations or Financial Services

Job description

Job Summary: A career as a Service Delivery Manager will provide you with the opportunity to establish and maintain strong relationships with some of the largest insurers, asset managers, corporations and/or government entities as you manage daily client engagement, reporting, and operational performance. You will be critical to our client retention while utilizing your financial services and strong relationship management background. If you enjoy engaging with both internal and external stakeholders, are energized by working within a high performing team and find value in solving problems for others, you will thrive in this role.

Responsibilities

• Plan and oversees the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients.
• Manages Client Engagement Model & client health reporting.
• Ensures quality servicing and operational performance within the parameters of delivery standards (standard operating procedures).
• Ensures client engagement from the daily user to the decision-maker level of the client.
• Manages delivery metrics.
• Provides guidance and mentorship to analysts.
• Providing training to clients.
• Coordinates and is involved in resolution of daily client inquiries and projects.
• Develop client relationships and expands network at those organizations, understanding client business and product needs.
• Strategic planning of service delivery to drive usage and proactive in service and support to reduce client downtime and support costs.
• Collaborate with sales and support groups to demonstrate the value of support offered to clients and identify business opportunities for expanded support.
• Maintain knowledge of product enhancements and the changing investments accounting industry.
• Helps aggregate client feedback and provides guidance to improve operationally and expand the product offering.

Required Skills

• Working knowledge of financial services and investment accounting.
• Working knowledge of structured products, derivatives, fixed-income securities, etc. preferred.
• Self-starter proactively seeks out solutions and expertise.
• Able to execute in a fast paced and sometimes ambiguous environment.
• 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 accounting or similar field or relevant experience in Investment.
• Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
• 5+ Years of experience.

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.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification.