Implementation Team Lead

Job Summary:

Responsibilities:

• Lead, mentor, train, and retain a substantial team.
• Identify improvement opportunities and drive solutions across various Clearwater departments.
• Promote continuous improvement in applying, training, and enhancing Clearwater Way methodologies for client onboarding, including aligning with CW's Client Engagement Model.
• Receive objectives as assignments and determine resource allocation to meet goals/targets.
• Direct subordinates, with some flexibility within company policies/practices.
• Recommend policy and procedure changes affecting the organization.
• Erroneous decisions or failure to achieve results may increase costs and impact short-term organizational goals.
• Interact frequently with subordinates, supervisors, customers, and peer groups, often requiring cooperation between functional areas/divisions.
• Address diverse issues influenced by various factors, including business trends.
• Select methods within established processes/policies to achieve desired outcomes.
• Act as an advisor to subordinates for schedule adherence and issue resolution.
• Develop and administer schedules, performance requirements, and potentially manage budgets.
• Manage the coordination of activities in a section or department, accountable for results, methods, and staffing.
• Demonstrate effective management of both people and projects within a global operational framework.
  

Required skills:

• They must possess a strong foundation in accounting knowledge.
• Advanced Technical Skills in MS Office Suite, Tools and technologies associated with team responsibilities (e.g., Data Migration, Reporting, Reconciliation).
• 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:

• Certified Bachelors/Masters course in Finance or Accounting.
• 5+ years of relevant experience leading and managing Implementation teams.
• Experience with Project Management tools.
• Experience with MS SQL or similar relational databases.