Global Delivery Division Lead

The Team

The Team sits within Clearwater Analytics and supports clients leveraging our Enfusion PMS capabilities, a core part of our portfolio management and accounting platform. The team operates across front-, middle-, and back-office workflows, partnering with asset managers to implement and optimize trading, portfolio, and accounting processes. You'll lead a team of Solutions Managers working across the full investment lifecycle—connecting trades, positions, P&L, and financial reporting.

The team partners closely with clients, internal implementation teams, and Valuation & Risk to solve complex workflow, instrument, and accounting challenges.

• Lead, coach, and develop a team of PMS Solutions Managers, setting priorities and ensuring successful delivery across client projects.
• Oversee the team's implementation portfolio, including project planning, staffing, risk management, and stakeholder communication.
• Spearhead client onboarding and conversion projects (AUM ranging from $100mm to $5bn), ensuring seamless integration and optimization of client portfolio management processes.
• Serve as the primary escalation point for technical, operational, and client-facing questions across team projects.
• Guide the resolution of complex issues involving trading workflows, positions, P&L, exposure, corporate actions, allocations, commissions, and PMS-to-General Ledger reconciliation.
• Partner with project managers, client stakeholders, and cross-functional teams to manage delivery risks and maintain strong client relationships.
• Establish consistent team practices for implementation quality, documentation, knowledge sharing, and client communication.
• Streamline implementation processes to reduce cycle times while maintaining high-quality service and meeting client‑specific requirements.
• Support and mentor team members in developing deeper expertise across portfolio management, trading, and accounting workflows.
• Design and oversee sophisticated workflow configurations for complex client operating models, including trading, order management, allocation, position management, and accounting requirements.
• Collaborate with Valuation & Risk on complex instruments, analytics, and implementation requirements.
• Create a performance‑driven environment, setting clear objectives and providing ongoing feedback to help team members reach their potential.
• Foster a culture of continuous improvement, contributing to overall team and firm performance growth.

• 7+ years of experience with Portfolio Management Systems or in middle office, operations, implementation, or consulting roles at an asset manager, bank, administrator, or fintech provider.
• Demonstrated experience leading client implementations, delivery work streams, or teams in a client‑facing environment.
• Strong understanding of trading workflows, the trade lifecycle, P&L, portfolio accounting, and downstream financial reporting.
• Experience managing and resolving complex project, technical, or client escalations.
• Ability to prioritize team capacity and delivery needs across multiple concurrent projects.
• Strong analytical and problem‑solving skills, with the ability to diagnose issues across interconnected systems and workflows.
• Excellent communication skills, executive presence, and ability to build trust with both clients and internal stakeholders.
• Experience with complex investment strategies, multi‑manager environments, and multi‑asset‑class portfolios is strongly preferred.
• Exposure to complex instruments, including swaps, options, and futures, as well as accruals and tax lot accounting, is a plus.
• Prior people leadership, mentorship, or team‑lead experience is preferred.

• Lead a high‑impact team supporting sophisticated investment managers and complex PMS implementations.
• Balance people leadership and project oversight with hands‑on ownership of a strategically important onboarding.
• Drive outcomes across front‑, middle‑, and back‑office workflows.
• Build deep expertise in Clearwater's Enfusion PMS capabilities, investment operations, and portfolio accounting.
• Create meaningful growth opportunities for team members while shaping delivery standards and…