Clearwater Analytics (CWAN) · 5 days ago
Executive Director, Head of Client Onboarding - AMERS
New York, NY
Full-time
Onsite
Director/Executive
$144K/yr - $204K/yr
9+ years expClearwater Analytics is a leading provider of SaaS solutions for investment portfolio management, and they are seeking an Executive Director to lead their Client Onboarding team. The role involves managing a high-performing team, ensuring client success, and collaborating with various departments to enhance the onboarding process.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Manages a team size of 20-50 including individual contributors and other managers
Determines how to meet assigned objectives received in this form
Mitigates risks and ensures timely client implementation by participating in regularly scheduled senior and executive leadership steerco meetings with clients
Recommends changes to policies and procedures that positively impact the organization
Ensures client success and continued growth through regular engagement with senior and executive leadership
Builds out market vision and ensures consistent client satisfaction messages across department leaders by participating with sales, product, and other ops team leaders
Gains desired outcomes and drives continuous improvement by following existing processes and implementing new ones when applicable
Supports team members in meeting schedules, resolving issues, and advancing career paths by acting as an advisor
Administers schedules, performance requirements, and may have budget responsibilities while also developing them
Qualification
Required
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
Bachelor's & Master's in finance or math, accounting, economics
9+ years of relevant experience
Experience engaging with senior and executive leaders
Experience with Project Management tools
Preferred
Preferred background in Finance, Program Management, Accounting or Consulting
Benefits
Health/vision/dental insurance
401(k)
PTO
Parental leave
Medical leave
STD/LTD insurance benefits
Company
Clearwater Analytics (CWAN)
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics (CWAN) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
Company data provided by crunchbase