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• Identify and finalize project/implementation scope • Develop detailed implementation plans including internal, client and third-party resourcing • Manage and coordinate with internal, client and third-party resources to ensure a successful, on-time and with quality implementation per plan • Generate weekly status reports, hold weekly status meetings with client and project team • Schedule and lead steering committee meetings with C-level client decision-makers and Clearwater senior management • Change management • Manage and report on the budget for implementation.
• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc) • Excellent communication skills (written, verbal, internal and client-facing) • Excellent organizational skills and ability to multi-task • Project management in a matrix reporting environment • Track record of delivering projects on time and in budget • Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects). • Desired Experience and Skills: • Investment accounting and reporting knowledge • Consulting experience • Securities or financial markets experience • Familiarity with Software-as-a-Service (SaaS) platforms and delivery model.
• 8+ years of project management and implementation experience working with external clients implementing large scale programs (multi-location settings a plus).
• 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 reconcile, and reports on more than $4 trillion in assets across thousands of accounts daily for our Fortune 500 clients.
What are signals?
Signals are a way of compiling a list of people you’ll consider working with. Others can signal you as well.
By signaling a person or organization you notify them that you’ll consider working with them. Thus:
55% of jobs are filled via referrals 1 . With Signals, Torre makes it easy for you.