Implementations Team Lead

Implementations Team Lead

Responsibilities: 

• Proficient in implementing and onboarding clients while aligning with our Client Engagement Model and providing necessary support. 
• Actively identifies opportunities for improvement and takes the lead in implementing solutions within the role or team. 
• Offers guidance to peers regarding industry knowledge, while also developing a strong understanding of Clearwater-specific assumptions and functionality. 
• Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a broad context and is developing expertise in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance). 
• Comfortable with financial accounting and Investment statements, including using dashboards, report manager, formulas, advanced grouping, and filtering. 
• Familiar with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports and is in the early stages of building a repertoire of user stories. 
• Effectively communicates and collaborates with a global team to resolve problems and address client inquiries accurately and efficiently. 
• Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs), while also influencing thought leadership and contributing to whitepapers. 
• Serves as a trusted client advocate and a confident advisor to clients. 

 

Required skills:  

• Beginner skills in project management tools (Monday.com, Salesforce, JIRA), and Clearwater. tools/skills associated with area of expertise (e.g., asset classes, accounting). 
• Knowledge of investment accounting policies and procedures. 
• knowledge Equities, Fixed Income, and structured products. 
• Proven history of proficient Excel use. 
• Dynamic problem-solving skills, and an innate sense of curiosity. 
• Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income. 
• Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end closing processes. 
• Project management & Leadership skills. 
• 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/master's course in Finance or Accounting or related field.  
• 5+ years of relevant experience in related field.

Experience Level

Senior Level