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Clearwater Analytics

Client Servicing Division Lead – Asset Management

Clearwater Analytics

. Manage teams that span managers and individual contributors .

Posted 10/20/2026full-timeUnited StatesSenior💰 $100,000 - $140,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates deep expertise in asset management and investment accounting, with a strong ability to manage and develop teams while driving client success through strategic relationship management and operational excellence.

Highest-signal resume keywords
Asset Management ExpertiseInvestment AccountingTeam LeadershipClient Relationship ManagementOperational Risk Analysis

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Investment AccountingData AnalysisPerformance ManagementQuantitative Metrics TrackingSuccession PlanningCompensation ReviewsProject ManagementClient Servicing OperationsOperational InterdependenciesMicrosoft Office Proficiency
Soft Skills
Team DevelopmentCommunication SkillsProblem-Solving AbilitiesOrganizational SkillsInterpersonal Skills
Industry Keywords
Talent Management LifecycleClient FeedbackRevenue OpportunitiesCandid FeedbackContinuous ImprovementGross MarginNPSCSATESSBook of Record Operations

About the role

Key responsibilities & impact
  • Manage teams that span managers and individual contributors
  • Provide direction on the full talent management lifecycle, including headcount and succession planning, hiring, career development, performance management, and compensation reviews
  • Build a positive culture that encourages teamwork, collaboration, continuous improvement, empowerment, candid feedback, ownership, and accountability
  • Track and drive quantitative and qualitative metrics to measure the success of projects, people, teams, and processes
  • Collaborate and strategize with product management, development, and sales teams to build a differentiated offering
  • Solicit and share client feedback to improve the product, operational execution, and sales growth
  • Partner with Global Delivery and other departments to ensure seamless transition of newly onboarded clients into steady-state client servicing operations
  • Identify and explore new revenue opportunities within the client base
  • Identify, analyze, and prioritize key staffing, client, and operational risks
  • Use data and managerial judgment to make informed, risk-based decisions
  • Own and drive positive results with key business metrics including ESS, NPS, CSAT, and gross margin
  • Serve as a subject matter authority on asset management operations, book of record, and investment accounting
  • Act as executive sponsor for strategic client relationships, handle escalations, and prioritize critical matters

Requirements

What you’ll need
  • Deep expertise in asset management, with a strong foundation in investment accounting, book of record operations, and related industry infrastructure
  • Demonstrated ability to manage and develop teams, including both people managers and individual contributors
  • Ability to lead, inspire, and develop team members across all levels
  • Ability to lead and influence client and internal leadership discussions regarding contract language, terms and conditions, services, cost drivers, revenue, and gross margin
  • Prior experience owning and managing strategic client relationships and leading key projects within an asset management or investment operations context
  • Proven track record of owning complex client escalations and driving resolution across front, middle, and back office teams — with a clear understanding of how operational interdependencies in asset management affect client outcomes
  • Passion, perseverance, and accountability with an innate desire to drive client success
  • 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
  • Bachelor’s degree in a relevant finance or business-related field
  • 10+ years of overall relevant experience, with several years of experience leading and managing teams in an asset management or investment operations environment

Benefits

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