Data and Recon Division Lead

Job Summary: 

Data and Recon Division Leads take on leadership roles, overseeing teams with a regional or strategic market focus. Their contributions are vital in establishing and nurturing a top-tier organization, and they lead by example with their deep enthusiasm for Clearwater, their colleagues, and client achievements. 

These leaders frequently act as executive sponsors for strategic client relationships, earning a reputation as trusted and influential advisors. They handle escalations and prioritize critical matters with confidence, ensuring the success of key initiatives. 

Responsibilities: 

• Manage teams that span managers and individual contributors. 

• Provide direction on the full talent management lifecycle for your teams where required; including headcount and succession planning, hiring, career development, performance management and compensation reviews. 

• Build a positive culture that encourages teamwork, collaboration, continuous improvement, empowerment, candid feedback, ownership, and accountability.  

• Focus on execution through tracking and driving quantitative and qualitative metrics to measure the success of projects, people, teams, and processes. 

• Help build a differentiated offering by collaborating and strategizing with product management, development, and sales teams. Solicit and share client feedback to create an improved product, operational execution, & drive sales growth.  

• Partner effectively with Global Delivery and other departments to ensure the seamless transition of newly onboarded clients into steady-state client servicing operations. 

• Proactively identify and explore new revenue opportunities within client base to support our strategic and business development goals. 

• Identify, analyse, and prioritize key risk measures around staffing, clients, and operational risk; uses data and managerial judgement to make informed, risk-based decisions where appropriate.    

• Own and drive positive results with key business metrics including ESS, NPS, CSAT and gross margin. 

• Collaborates with Subject Matter Experts to enhance auto reconciliation processes for troubled or newly implemented accounts. 

• Proficiently handles reconciliation for 2-3 of CW's markets (Corporate, Insurance, Investment Management, Government). 

Required Skills:  

• Industry expertise (i.e., reconciliation, investment accounting, insurance, investment management, investment operations) 

• Demonstrated ability to manage teams. 

• Ability to lead, inspire and develop team members; including people managers and individual contributors. 

• Ability to lead and influence client and internal leadership discussions regarding contract language, terms and conditions, services, costs drivers, revenue, and gross margin.  

• Prior experience owning and managing strategic client relationships, and leading key projects. 

• Passion, perseverance, and accountability with an innate desire to drive client success. 

• 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: 

• Bachelor’s degree in relevant finance or business-related field. 

• 15+ years’ overall relevant experience, with several years of experience leading and managing teams.