Implementations Team Lead

Implementations Team Lead

Job Summary:  

The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams. 

Responsibilities: 

• Lead, mentor, train, and retain a substantial team. 

• Identify improvement opportunities and drive solutions across various Clearwater departments. 

• Promote continuous improvement in applying, training, and enhancing Clearwater Way methodologies for client onboarding, including aligning with CW's Client Engagement Model. 

• Receive objectives as assignments and determine resource allocation to meet goals/targets. 

• Direct subordinates, with some flexibility within company policies/practices. 

• Recommend policy and procedure changes affecting the organization. 

• Erroneous decisions or failure to achieve results may increase costs and impact short-term organizational goals. 

• Interact frequently with subordinates, supervisors, customers, and peer groups, often requiring cooperation between functional areas/divisions. 

• Address diverse issues influenced by various factors, including business trends. 

• Select methods within established processes/policies to achieve desired outcomes. 

• Act as an advisor to subordinates for schedule adherence and issue resolution. 

• Develop and administer schedules, performance requirements, and potentially manage budgets. 

• Manage the coordination of activities in a section or department, accountable for results, methods, and staffing. 

• Demonstrate effective management of both people and projects within a global operational framework. 

Required skills:  

• They must possess a strong foundation in accounting knowledge. 

• Advanced Technical Skills in MS Office Suite, Tools and technologies associated with team responsibilities (e.g., Data Migration, Reporting, Reconciliation).  

• Securities and financial markets knowledge. 

• Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives. 

• 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. 

Education and Experience:  

• Certified Bachelors/Masters course in Finance or Accounting.  

• 5+ years of relevant experience leading and managing Implementation teams. 

• Experience with Project Management tools. 

• Experience with MS SQL or similar relational databases. 

Experience Level

Senior Level