Strategic Program Delivery Lead — Financial Services

Clearwater Analytics; Chicago (IL); On-site; USD 100,000 - 140,000; 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 is seeking a Program Manager in Chicago to lead project scoping, detailed implementation planning, and cross-functional coordination with internal teams, clients, and third parties. This role drives on-time, high-quality implementations and manages steering committees with senior client decision makers.

Responsibilities include budget management, weekly status reporting, and ensuring a smooth transition to steady-state servicing.

Qualifications

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

Responsibilities

• Identify and finalize project/implementation scope.
• Develop detailed implementation plans with internal, client, and third-party resourcing.
• Coordinate with internal, client, and third-party resources for on-time delivery.
• Generate weekly status reports and hold status meetings with client and project team.
• Schedule and lead steering committee meetings with C-level client decision makers and Clearwater leaders.
• Manage and report on budget for implementations.
• Seek out, recommend, and implement continuous service improvements.
• Serve as trusted relationship manager ensuring timely responses to client inquiries.
• Bridge between Client Servicing, Sales, and Development teams.
• Run multiple simultaneous implementations with minimal oversight.

Skills

Strong communication skills

Organizational abilities

Analytical skills

Problem-solving skills

Documentation capabilities

Education

Bachelor’s/Master’s in finance or accounting

PMP/CPA/CFA is an added advantage

Tools

JIRA

Excel

Monday.com

Salesforce

Job description

Clearwater Analytics is seeking a Program Manager in Chicago to lead project scoping, detailed implementation planning, and cross-functional coordination with internal teams, clients, and third parties. This role drives on-time, high-quality implementations and manages steering committees with senior client decision makers.

Responsibilities include budget management, weekly status reporting, and ensuring a smooth transition to steady-state servicing.