Sr. Program Manager (LP Team)

Clearwater Analytics, Ltd; New York (NY); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics, Ltd is seeking a skilled Program Manager in New York. The role focuses on managing project scopes and implementation plans, coordinating resources, and maintaining communication with clients. Candidates should possess over 7 years of relevant experience in financial services, with expertise in software implementation, project management tools like JIRA and Salesforce, along with strong organizational skills. Benefits include health insurance, 401(k), PTO, and parental leave.

Qualifications

• 7+ years of relevant project management experience.
• Demonstrated experience in managing software implementations.
• Strong background in financial services.

Responsibilities

• Manage multiple simultaneous implementations.
• Generate weekly status reports and hold status meetings.
• Serve as a trusted relationship manager for clients.

Skills

Project management

Financial Services

Investment Banking

Software-as-a-Service (SaaS)

JIRA

Excel

Clarizen

Salesforce

Analytical skills

Communication skills

Education

Bachelor's in finance or accounting

Master's in finance or accounting

PMP/CPA/CFA

Tools

Microsoft Office Suite

Investment Accounting Software

Job description

The Program Manager is responsible for identifying and finalizes project/implementation scope. Develops detailed implementation plans including internal, client and third-party resourcing. Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. Generates weekly status reports, holds weekly status meetings with client and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Manages and reports on budget for implementations. Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation. * Strong background in Financial Services, including Investment Banking, Private Equity, Hedge Funds, Insurance, and FinTech.* Demonstrated experience managing projects within a matrix reporting environment.* Solid knowledge of investment accounting and reporting practices.* Product expertise in Private Investments, RNFs, LIHTC, and IRR calculations.* In-depth understanding of LP/GP relationships in private markets.* Familiarity with Software-as-a-Service (SaaS) platforms and delivery models.* Advanced computer skills with proficiency in Microsoft Office Suite.* Exceptional attention to detail and strong documentation capabilities.* Excellent verbal and written communication skills.* Strong organizational and interpersonal abilities for effective collaboration.* Proven problem-solving and analytical skills.* Bachelor’s and/or master's in finance or accounting.* PMP/CPA/CFA is an added advantage.* 7+ years of relevant project management and implementation experience working with external clients.* Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.* Consulting experience.* Securities or financial markets experience.**Job Summary:**The Program Manager is responsible for identifying and finalizes project/implementation scope. Develops detailed implementation plans including internal, client and third-party resourcing. Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. Generates weekly status reports, holds weekly status meetings with client and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Manages and reports on budget for implementations. Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation.**Responsibilities:** Ability to run multiple simultaneous implementations with minimal oversight. **Required Skills:**Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise. Financial Services Experience (Investment, Banking, Insurance, FinTech, etc). Investment accounting and reporting knowledge.Familiarity with Software-as-a-Service (SaaS) platforms and delivery model 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:** 7+ years of relevant project management and implementation experience working with external clients. Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.Consulting experience. Securities or financial markets experience. Experience of managing a team essential (7-15 people).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. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. 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.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.