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Product Marketing - Asset Management/Hedge Funds

Clearwater Analytics

Role overview

Qualifications

  • 7+ years of experience in Product Marketing or related roles in fintech, capital markets
  • Direct experience with OMS, PMS, or front-to-middle office investment platforms
  • Strong understanding of hedge fund and asset manager workflows, including trading, portfolio management, and operations
  • Proven ability to translate complex, real-time platforms into compelling market narratives

Responsibilities

  • Own positioning and messaging for Clearwater’s OMS and PMS platform for hedge funds and asset managers
  • Lead GTM planning for new OMS/PMS capabilities, enhancements, and integrations
  • Position Clearwater clearly against incumbent and next-generation OMS/PMS platforms
  • Develop deep understanding of hedge fund and asset management operating models, strategies, and buyer personas

About the company

Clearwater Analytics logo

Clearwater Analytics

Investment Management

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

Company details

Company typeLarge
IndustryInvestment Management
Company size1001 - 5000

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Job description

We are seeking a Product Marketing Manager to lead the go-to-market strategy for Clearwater’s Hedge Fund and Asset Management segment, with a primary focus on our Order Management and Portfolio Management (OMS/PMS) platform. 

This role is responsible for positioning, differentiating, and bringing to market Clearwater's OMS and PMS capabilities for hedge funds and asset managers across strategies and asset classes. You will translate sophisticated front-to-middle office workflows into clear, compelling value propositions for portfolio managers, traders, and operations leaders.  

You will partner closely with Product Management, Sales, Client Services, and the broader Marketing team to drive adoption, pipeline, and competitive wins—while serving as the voice of the hedge fund and asset management market back into product strategy. 

KEY RESPONSIBILITIES 

Platform Positioning & Messaging 

  • Own positioning and messaging for Clearwater’s OMS and PMS platform for hedge funds and asset managers 

  • Articulate value across portfolio construction, order lifecycle management, execution workflows, real-time positions, and P&L 

  • Develop differentiated narratives for portfolio managers, traders, COOs, and heads of operations. 

Go-to-Market Strategy & Execution 

  • Lead GTM planning for new OMS/PMS capabilities, enhancements, and integrations 

  • Translate product roadmaps into customer-ready value propositions, use cases, and launch assets 

  • Partner with Brand, Demand Gen, and Field Marketing on segment-specific programs and launches 

Competitive Differentiation 

  • Position Clearwater clearly against incumbent and next-generation OMS/PMS platforms 

  • Develop competitive messaging, battlecards, and proof points grounded in real trading and portfolio workflows 

  • Enable Sales to confidently articulate Clearwater’s strengths in scalability, integration, data integrity, and operational efficiency 

Sales & Client Enablement 

  • Build high-impact sales assets including pitch decks, demo narratives, solution briefs, and customer stories 

  • Support strategic opportunities and executive-level conversations with tailored OMS/PMS messaging 

  • Equip Sales and Client Services to sell into complex, multi-strategy hedge fund environments 

Market & Customer Insight 

  • Develop deep understanding of hedge fund and asset management operating models, strategies, and buyer personas 

  • Gather and synthesize customer feedback, win/loss insights, and market trends 

  • Influence product priorities by representing validated market needs back to Product Management 

WHAT WE LOOK FOR 

  • 7+ years of experience in Product Marketing or related roles in fintech, capital markets 

  • Direct experience with OMS, PMS, or front-to-middle office investment platforms 

  • Strong understanding of hedge fund and asset manager workflows, including trading, portfolio management, and operations 

  • Proven ability to translate complex, real-time platforms into compelling market narratives 

  • Strong competitive instincts and executive communication skills 

  • BA/BS required 

WHAT WE OFFER:

  • Business casual atmosphere
  • Team focused culture that promotes innovation and ownership
  • Access cutting edge investment reporting technology and expertise 
  • 401(k) retirement plan with company match
  • PTO and volunteer time off to give back to the community 
  • Defined and undefined career pathways allowing you to grow your own way 
  • Work from anywhere 3 weeks out of the year 
  • Work from home Fridays
  • Maternity and paternity leave

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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