Professional Services Manager
Core
Lead client engagements in insurance and asset management by managing teams, designing tailored solutions, and ensuring operational excellence.
Role type
Senior Professional Services Manager
Builds
Tailored investment accounting, GL reporting, and platform integration solutions for insurance and asset management clients
Domain
Financial Services (Insurance & Asset Management)
Deliverable
client delivery
Required skills
Investment accounting (US GAAP/IFRS), General Ledger reporting, Project management, Team leadership, Regulatory reporting, Investment management technology, Operating model transformation
Preferred skills
Big 4 or professional services consulting experience, CPA/CFA/FSA certification, Clearwater Analytics platform experience
Technologies
Clearwater Analytics, investment management technology solutions
Responsibilities
Manage teams of junior consultants and analysts; Design and implement scalable solutions for client needs; Lead end-to-end project implementations; Evaluate investment management workflows; Mentor and develop team members; Partner with Sales, Product, Engineering, and Marketing; Analyze financial data for strategic guidance; Produce project plans and executive reports; Facilitate client training sessions; Stay current on industry trends and regulations
Seniority
Senior, hands-on IC with leadership responsibilities
