Clearwater Analytics (CWAN)
Market Principal - Asset Management, North America
Clearwater Analytics (CWAN), New York, New York, us, 10261
Overview
Market Principal - Asset Management, North America
role at Clearwater Analytics (CWAN). In this highly strategic role, you will partner with the Chief Client Officer (CCO) to define client needs and go-to-market strategies, analyze the market, build insightful thesis on Clearwater's competitive position, assist sales efforts, engage with strategic clients, and develop go-to-market content. The role covers all segments within the market (strategic, enterprise, commercial) and major geographies such as North America and EMEA. Key Responsibilities
Market Analysis: Conduct quantitative and qualitative analysis of investment management solutions in the Asset Management market to identify growth opportunities and threats for Clearwater\'s product portfolio. Publish an annual strategy-style market analysis report and identify collateral, strategies, and go-to-market motions to address barriers and capitalize on opportunities. Solution Map/Blueprint: Create solution blueprints covering front to back office and enabling technologies (data management, integrations, document portals). Identify 2–3 competitive players in each area and 2–3 target partners or acquisition targets; publish and update yearly. Build/Buy/Partner Strategy: Collaborate with CCO, CRO, and CPO to plan long-term product strategy (build) and identify potential buy/partnership opportunities. Engage with head of MP&A to identify prospect partners, acquisitions, and alliances; participate in due diligence of target companies. Client Engagement and Sales Support: Support key deals and strategic clients, build relationships with stakeholders, and host product advisory boards in NA and EMEA with client executives, working with CPO and CCO. Sales Analysis: Analyze why Clearwater wins or loses deals and what drives future wins; produce a biannual analysis of differentiators and investment needs for the product roadmap. Thought Leadership: Communicate with client buyers, influencers, and analysts; publish thought leadership content and engage in industry events and analyst conversations. Go-To-Market Content Development: Produce market collateral, industry value propositions, and an integrated product deck. Collaborate with marketing and pre-sales to refresh assets (datasheets, demos) at least semi-annually or with major product launches. Qualifications
15+ years of experience in investment management and accounting solutions in the Asset Management market, from an investment technology provider, consultant, or as a business leader overseeing one or more functions at a mid-sized or larger asset manager. A combination of experiences is a plus. Experience managing large-scale global clients and diverse, multi-locational servicing teams. Experience in more than one functional domain of investment accounting (required): regulatory reporting, operations, front office/investments, and large technology implementation projects. Insights into industry challenges such as regional regulations or changing investment allocations; point of view on current technology vendors for investment management. Excellent relationship-building abilities with internal and external parties; ability to influence executives and senior leaders via diplomacy and tact. Strong written, oral, and presentation skills; ability to present to CXOs and their directs. Data-driven, analytical, and able to create market models, decks, and documents. Hands-on mindset with ability to develop own market models and client-facing content. B.S. in Finance, Business, or a technical field such as Computer Science; MBA is a plus. Other desirable attributes
Located in the NYC metropolitan area and able to commute to the office four days a week. Willing to travel as required by the organization. What we offer
Team-focused culture that promotes innovation and ownership Access to cutting-edge investment reporting technology and expertise RSUs and employee stock purchase plan, plus 401(k) with match PTO and volunteer time off Defined and flexible career pathways for growth Work from anywhere three weeks per year Flexible Fridays Maternity and paternity leave Salary range:
$225k - $275k + bonus + RSUs Seniorities
Mid-Senior level Employment type
Full-time Job function
Education and Training Industries
Software Development We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Market Principal - Asset Management, North America
role at Clearwater Analytics (CWAN). In this highly strategic role, you will partner with the Chief Client Officer (CCO) to define client needs and go-to-market strategies, analyze the market, build insightful thesis on Clearwater's competitive position, assist sales efforts, engage with strategic clients, and develop go-to-market content. The role covers all segments within the market (strategic, enterprise, commercial) and major geographies such as North America and EMEA. Key Responsibilities
Market Analysis: Conduct quantitative and qualitative analysis of investment management solutions in the Asset Management market to identify growth opportunities and threats for Clearwater\'s product portfolio. Publish an annual strategy-style market analysis report and identify collateral, strategies, and go-to-market motions to address barriers and capitalize on opportunities. Solution Map/Blueprint: Create solution blueprints covering front to back office and enabling technologies (data management, integrations, document portals). Identify 2–3 competitive players in each area and 2–3 target partners or acquisition targets; publish and update yearly. Build/Buy/Partner Strategy: Collaborate with CCO, CRO, and CPO to plan long-term product strategy (build) and identify potential buy/partnership opportunities. Engage with head of MP&A to identify prospect partners, acquisitions, and alliances; participate in due diligence of target companies. Client Engagement and Sales Support: Support key deals and strategic clients, build relationships with stakeholders, and host product advisory boards in NA and EMEA with client executives, working with CPO and CCO. Sales Analysis: Analyze why Clearwater wins or loses deals and what drives future wins; produce a biannual analysis of differentiators and investment needs for the product roadmap. Thought Leadership: Communicate with client buyers, influencers, and analysts; publish thought leadership content and engage in industry events and analyst conversations. Go-To-Market Content Development: Produce market collateral, industry value propositions, and an integrated product deck. Collaborate with marketing and pre-sales to refresh assets (datasheets, demos) at least semi-annually or with major product launches. Qualifications
15+ years of experience in investment management and accounting solutions in the Asset Management market, from an investment technology provider, consultant, or as a business leader overseeing one or more functions at a mid-sized or larger asset manager. A combination of experiences is a plus. Experience managing large-scale global clients and diverse, multi-locational servicing teams. Experience in more than one functional domain of investment accounting (required): regulatory reporting, operations, front office/investments, and large technology implementation projects. Insights into industry challenges such as regional regulations or changing investment allocations; point of view on current technology vendors for investment management. Excellent relationship-building abilities with internal and external parties; ability to influence executives and senior leaders via diplomacy and tact. Strong written, oral, and presentation skills; ability to present to CXOs and their directs. Data-driven, analytical, and able to create market models, decks, and documents. Hands-on mindset with ability to develop own market models and client-facing content. B.S. in Finance, Business, or a technical field such as Computer Science; MBA is a plus. Other desirable attributes
Located in the NYC metropolitan area and able to commute to the office four days a week. Willing to travel as required by the organization. What we offer
Team-focused culture that promotes innovation and ownership Access to cutting-edge investment reporting technology and expertise RSUs and employee stock purchase plan, plus 401(k) with match PTO and volunteer time off Defined and flexible career pathways for growth Work from anywhere three weeks per year Flexible Fridays Maternity and paternity leave Salary range:
$225k - $275k + bonus + RSUs Seniorities
Mid-Senior level Employment type
Full-time Job function
Education and Training Industries
Software Development We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr