Strategic Planning & Business Operations Lead, Risk and Alternatives

Clearwater Analytics, LLC; 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

STD/LTD insurance

Job summary

Clearwater Analytics, LLC is seeking a Chief of Staff to work with the ELT, aligning strategic priorities and directing cross-functional initiatives. The role combines strategy, consulting, and implementation to support executive decision-making and organizational effectiveness.

Responsibilities include coordinating board materials, leading high-impact projects, and shaping communications across departments.

Qualifications

• 7+ years’ experience in Chief of Staff, Sales Operations, Sales Strategy or Consulting
• Advanced presentation and Microsoft Suite capabilities
• Excellent communication skills, both verbal and written
• Ability to work strategically, efficiently, and collaboratively across departments

Responsibilities

• Acts as liaison between staff, executives, senior leaders, and CEO regarding climate, wellbeing, updates, proposals, and planning
• Defines success metrics and provides structure and organization
• Prepares and manages board meetings with materials in advance and focused objectives
• Assists with company-wide meetings and executive communications
• Collaborates with leadership assistant to track upcoming commitments
• Handles sensitive correspondence for ELT and negotiates where needed
• Contributes to PR and Marketing strategy
• Evaluates inquiries and delegates actions to appropriate owners
• Presents recommendations based on research, statistics, and data analysis
• Takes on special projects aligned with strategic priorities
• Performs financial modeling and strategic analysis for decision-making

Skills

Strategic thinking

Cross-functional collaboration

Presentation skills

Data analysis

Communication

Tools

Microsoft Office

Excel

PowerPoint

Job description

The Chief of Staff works side-by-side with the ELT, acting as a strategist, consultant, and implementer while ensuring activities within the organization align with specified corporate objectives and priorities.

Responsibilities

• Acts as a liaison between staff, executives, senior leaders, and CEO regarding company climate, employee well-being, project updates, proposals, and planning
• Defines success metrics and provides necessary structure and organization
• Prepares and manages board meetings, ensuring materials are sent in advance, time is utilized efficiently, and objectives are achieved
• Assists with “all hands” company meetings
• Works closely with leadership Executive Assistant to remain apprised of upcoming commitments
• Assists the ELT with correspondence dealing with subject matter requiring considerable sensitivity, discretion, judgment or negotiation
• Assists with PR and Marketing strategy
• Evaluates inquiries directed to the ELT, determines the proper course of action and delegates to the appropriate individual to manage
• Presents recommendations to ELT based upon thorough research, statistics and data analysis
• Takes on special projects related to key strategic priorities
• Conducts financial modeling and strategic analysis to assist ELT with decision-making and operational matters.

Requirements

• 7+ years’ experience in either a Chief of Staff, Sales Operations, Sales Strategy or Consulting role
• Proven track record of effectively planning and assisting strategic initiatives
• Advanced presentation and Microsoft Suite capabilities
• Excellent communication skills, both verbal and written
• Ability to work strategically, efficiently, and collaboratively across departments

Desired Experience or Skills

• Project Management Experience
• Understanding of financial modeling, analytics, statistics

Salary

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.

Benefits

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• medical leave
• STD/LTD insurance benefits

Equal Opportunity

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.

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. 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.