Demo

Project Manager, Professional Services - Risk & Performance

Beacon Platform, LLC
York, NY Full Time
POSTED ON 11/14/2025
AVAILABLE BEFORE 1/14/2026
The Project Manager will partner with internal teams to implement the Beacon platform for clients and serve as the central point of contact for the client and Beacon teams including Client Engineers and Delivery. This role will build strong product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, and act as a point person for client-facing communication. What You’ll Do: Determine project scope and objectives to ensure teams are able to deliver against commitments Identify resources to deliver projects and forecast and resolve capacity utilization problems Create and manage project plans, course correcting and escalating where necessary Publish high quality project transparency to senior stakeholders on a regular basis Utilize industry best practices, techniques, and standards throughout the project lifecycle Engage senior client and internal stakeholders to review project progress and task-level status. Liaise with the internal teams to support problem resolution activities Identify opportunities for project management process improvements What You’ll Need: Bachelor's degree required - computer science, finance, economics, or a related field preferred 5 years of project management/implementation and/or related experience at an investment management firm or vendor Strong familiarity with project management software tools Project Management Professional (PMP) certification preferred Strong familiarity with project management software tools Methodical problem solving abilities Strong interpersonal skills 2 years of Fintech onboarding and / or software implementation experience preferred A client-service mentality and collaborative work style. Ability to manage competing priorities and deliver with high quality Bachelor's degree required - computer science, finance, economics, or a related field preferred 5 years of project management/implementation and/or related experience at an investment management firm or vendor Strong familiarity with project management software tools Project Management Professional (PMP) certification preferred Strong familiarity with project management software tools Methodical problem solving abilities Strong interpersonal skills 2 years of Fintech onboarding and / or software implementation experience preferred A client-service mentality and collaborative work style. Ability to manage competing priorities and deliver with high quality Salary Range $102,000.00 - $144,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class. Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com. 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.

Salary : $102,000 - $144,000

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Beacon Platform, LLC
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