Job Description

Job Summary:

The Global Delivery Division Lead has a multifaceted role in building and managing a high-performing team that supports the onboarding of new Clearwater clients. Their responsibilities include recruitment, retention, training, and motivating team members. They oversee performance management through 1-on-1s and reviews, facilitate career growth, and act as a knowledgeable escalation point for inquiries. They also implement metrics to measure project and process success, drawing on their expertise in financial instruments and accounting. They collaborate with product management to enhance client onboarding and ensure smooth knowledge transfer between teams.
Responsibilities:• Manages a team size of 20-50 including individual contributors and other managers.
• Determines how to meet assigned objectives and goals, receiving them in this form.
• Mitigates risks and ensures timely client implementation by participating in senior leadership steerco meetings with clients regularly.
• Recommends positive changes to organizational policies and procedures.
• Ensures client success and continued growth by engaging regularly with senior and executive leadership.
• Builds out market vision and maintains client satisfaction 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 by advising them on meeting schedules, issue resolution, and career paths.
• Administers schedules and performance requirements, actively developing them.



Required skills:• 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:• Bachelor's & Master's in finance or math, accounting, economics.
• 7+ years of relevant experience. Preferred background in Finance, Program Management, Accounting or Consulting.
• Experience with Project Management tools.
• Experience engaging with senior leaders.