





Mid-level metro role with generalist title and moderate brand, yielding medium competition.
Requires specialized securities and accounting domain knowledge, limiting cross-industry transferability.
Mandatory 5+ years, domain accounting expertise, and technical/tools requirements make filters strict.
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Lead and manage a team of analysts and subject matter experts for onboarding new Clearwater clients, ensuring performance and training.
Drive continuous improvement and align client onboarding processes with Clearwater methodologies and Client Engagement Model.
Serve as escalation point and coordinate knowledge transfers between Sales, Global Delivery, and Operations teams, managing schedules, resources, and policies.
5+ years of experience leading and managing implementation teams.
Certified Bachelor’s or Master’s degree in Finance or Accounting mandatory.
Strong foundation in accounting, including knowledge of fixed income, structured products, or derivatives accounting and reporting.
Proficiency in MS Office, Project Management tools, and experience with MS SQL or similar relational databases.
Experienced in managing global operations teams with accountability for people and project outcomes.
Skilled in applying complex financial domain knowledge to client onboarding and process improvements.
Capable of cross-functional coordination and resource allocation within established policies to meet organizational goals.