About Clearwater Analytics®

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting. Clearwater aggregates, reconciles, and reports on more than $3.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients

 Description

This is an exceptional opportunity for a senior professional with experience of identifying, assessing and prioritizing market growth opportunities. In close collaboration with Sales, Operations and Services teams you will strategically shape the high-level road map of a new product line for our accounting engine. The successful candidate will be responsible for both articulating the overall vision of an accounting product which will be delivered as true SaaS both direct and through Fund Servicing channels. You will report to the Clearwater Head of Product and will be responsible for defining market problems, develop user personas, document workflows, and build clear and concise business requirements for major functional groups and opportunities within your product.

 Responsibilities

  • Identify, assess and prioritize market growth opportunities for Clearwater’s accounting engine as a stand alone product to define market segments, competitive positioning, trends etc… in the markets that Clearwater competes
  • Define product capabilities necessary to capture high priority opportunities
  • Work with product team to turn capabilities into development ready products that can ultimately be delivered to customers
  • Work with Sales/Ops/Client Services to prioritize development projects and incorporate onto CW road map (balancing new market growth with profitability (efficiency) and client experience)
  • Develop and manage regular cadence to communicate product road map and releases to both internal and external stakeholders
  • Research potential product development projects to understand the underlying problems
  • Train users on new product functionality
  • Travel, client visits and relevant conferences

 Requirements

  • 10+ years of experience in product leadership roles in either financial services or financial technology with a focus on identifying channels for fund servicers
  • Experience with a focus on either accounting, aggregation of investment portfolio data, reporting or other complimentary solutions / services would be highly beneficial.
  • History of successfully mentoring a product / specialist team
  • Knowledge of industry challenges such as regional regulations
  • Demonstrated success of putting client success at the heart of your decisions
  • MS Office and Salesforce
  • Excellent verbal and written communication skills
  • Strong ability to synthesize and communicate results of data analysis
  • Strong organizational and interpersonal skills

What we offer:

  • This role can be based in NY, Boise, Idaho or remote with travel
  • Business casual atmosphere in a flexible working environment
  • Team focused culture that promotes innovation and ownership
  • Access to cutting edge investment reporting technology and expertise
  • Continual learning, professional development and growth opportunities
  • Competitive salary and benefits package; including health, vision and dental
  • Additional benefits including PTO, 401(k) 

 

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