Sr. Program Manager - Professional Services

Clearwater Analytics, Ltd; New York (NY); On-site; USD 120,000 - 168,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

Job summary

A leading analytics firm in New York City is seeking a Professional Services Manager to oversee client engagements. You will manage junior consultants, design tailored solutions, and ensure operational excellence. Ideal candidates will have over 7 years of experience in investment operations and a Bachelor’s degree. The role requires strong leadership and project management skills, with a competitive salary range of $120,000 to $168,000. Benefits include health insurance and a 401(k).

Qualifications

• At least 7 years of experience in investment operations, accounting, or financial services.
• Deep knowledge in investment accounting and general ledger reporting.
• Experience leading complex projects in consulting or professional services.

Responsibilities

• Manage teams of junior consultants and analysts.
• Design and implement tailored solutions for clients.
• Lead end-to-end project implementations.

Skills

Investment Accounting & General Ledger Reporting (US GAAP, IFRS)

Project Management

Data Analysis

Client Engagement

Education

Bachelor’s Degree in Business Administration, Finance, Accounting, or a related field

Tools

Clearwater Analytics or comparable investment accounting/reporting platforms

Job description

**Job Summary:**As a Professional Services Manager you will play a pivotal leadership role in driving the success of our client engagements. You will manage teams of junior consultants and analysts, design and implement tailored solutions, and ensure that every engagement is delivered with operational excellence. This position offers meaningful opportunities to develop your leadership, analytical, and communication skills while contributing directly to our Professional Services goals.**Responsibilities:*** **Client Engagement & Advisory:** Build and maintain enduring client relationships; act as a trusted advisor who deeply understands clients’ operating models, technology stacks, processes, and compliance requirements across insurance and asset management.* **Solution Design & Implementation:** Design, configure, and implement tailored, scalable solutions that address each client’s unique needs—from investment accounting and GL reporting to end-to-end platform integration and optimization.* **Project Management:** Lead end-to-end project implementations, defining scope, timelines, resources, and budgets. Ensure timely delivery, manage stakeholder expectations, and proactively surface and resolve risks.* **Process & Operational Evaluation:** Conduct thorough evaluations of investment management workflows including investment accounting, performance measurement, trade execution, cash and collateral management, compliance monitoring, risk management / ALM, and reporting.* **Team Leadership & Mentorship:** Lead, mentor, and develop junior consultants and analysts. Foster a collaborative environment that promotes skills growth, accountability, and high performance.* **Cross-Functional Collaboration:** Partner with Sales, Product Development, Engineering, and Marketing to align solutions with client needs and evolving market requirements.* **Data Analysis & Strategic Guidance:** Analyze and interpret financial and operational data to inform client decision-making; provide strategic guidance that drives performance-oriented outcomes.* **Documentation & Reporting:** Produce comprehensive project plans, user documentation, and executive-level status reports that ensure transparency and clear communication with all stakeholders.* **Training & Enablement:** Facilitate training sessions and workshops to drive client adoption of best practices and new capabilities.* I**ndustry Awareness:** Stay current on industry trends, emerging technologies, and regulatory developments in insurance and asset management to continuously enhance Clearwater’s service offerings.**Requirements:*** Bachelor’s Degree in Business Administration, Finance, Accounting, or a related field.* At least 7 years of experience in investment operations, accounting, or financial services, with a strong emphasis on insurance and/or asset management.* Deep knowledge in one or more of the following areas:* Investment Accounting & General Ledger Reporting (US GAAP, IFRS)* Alternative Investments (limited partnerships, credit products, derivatives)* Regulatory Reporting for asset managers or insurance companies* Experience leading complex projects in a consulting or professional services environment.* Familiarity with investment management technology solutions across the front, middle, and back office.* Prior experience in Big 4 or professional services consulting is strongly preferred.* Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Fellow of the Society of Actuaries (FSA)—highly desired but not required.* Experience with Clearwater Analytics or comparable investment accounting / reporting platforms.* Exposure to end-to-end operating model transformation engagements.**Salary Range**$120,000.00 - $168,000.00*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.