Service Delivery Manager - Asset Management

Department: Client Services – Strategic and Large Asset Management (SLAM) The Service Delivery Manager (SDM) is Clearwater’s primary day‑to‑day point of contact for some of the world’s largest institutional clients in the asset management and insurance verticals. The SDM owns the full client relationship, ensuring every interaction reflects the quality, responsiveness, and trust that defines the Clearwater experience. The role combines relationship ownership, client health monitoring, operational delivery, and continuous improvement with a focus on client delight and platform adoption. Client Relationship & Day‑to‑Day Engagement Serve as the primary point of contact for clients, owning the relationship from daily users to executive decision‑makers and ensuring every touchpoint reflects Clearwater’s commitment to service excellence. Build deep, trust‑based relationships with clients, becoming a dependable partner they turn to first for questions, escalations, strategic guidance, and platform adoption. Run regular client service reviews and engagement check‑ins, maintaining visibility at both the operational and senior stakeholder level. Own client escalations end‑to‑end, coordinating swift, clear resolution across internal teams while keeping clients informed throughout. Client Health & Delight Monitor and manage overall client health, tracking satisfaction, service delivery quality, and engagement across the portfolio. Proactively identify risks to client satisfaction or retention and take action before issues remain unresolved. Ensure accurate and on‑time delivery of daily, monthly, quarterly, and annual reporting and operational services. Aggregate client feedback and channel insights back to Product, Operations, and leadership to improve the Clearwater offering. Track and report on key service health indicators including client satisfaction scores, service acknowledgement and resolution times, on‑time delivery, and revenue retention. Operational Delivery Investigate and resolve client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows using Clearwater’s front‑ and back‑office tooling. Perform operational activities including account setup, month‑end lockdowns, reconciliations, compliance tasks, and investment data validation. Navigate complex multi‑custodian, multi‑portfolio, and multi‑currency environments with a sharp focus on data quality and auditability. Support client projects including onboarding, portfolio transitions, custom reporting, and process improvement initiatives. Growth & Continuous Improvement Identify opportunities to expand the client’s use of Clearwater’s platform, collaborating with Sales to support retention and organic growth. Spot recurring themes, product gaps, and process inefficiencies; contribute to documentation and scalable best practices. Stay current on Clearwater product enhancements and industry developments to provide informed, proactive guidance to clients. Qualifications Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience. 5+ years in a client‑facing financial services role, ideally in investment accounting, reconciliation, or institutional servicing. Proven track record of owning and growing relationships with large institutional clients. Strong communicator — equally comfortable in a daily check‑in with an analyst and an executive service review. Sharp ownership mindset with a genuine instinct for client delight and service excellence. Comfortable in a fast‑paced, high‑expectation environment where priorities shift and clients depend on you. Familiarity with AI applications and Salesforce CRM preferred. Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we’re looking for. #J-18808-Ljbffr Clearwater Analytics, LLC