📌 Core Information
🔹 Job Title: Product Marketing Manager - Investment Operations
🔹 Company: Clearwater Analytics
🔹 Location: New York Office
🔹 Job Type: Full-Time
🔹 Category: Product Marketing
🔹 Date Posted: July 28, 2025
🔹 Experience Level: 7+ years
🔹 Remote Status: Hybrid (2 office days per week)
🚀 Job Overview
Key aspects of this role include:
- Developing and executing go-to-market strategies for new product launches and enhancements
- Collaborating with cross-functional teams to ensure alignment with client needs and market insights
- Creating compelling messaging and positioning rooted in client needs and market insight
- Driving sales enablement and content strategy to support revenue goals and client engagement
ASSUMPTION: This role requires a strong understanding of capital markets and investment operations, as well as proven success in driving go-to-market strategies for complex financial products.
📋 Key Responsibilities
✅ Lead go-to-market planning and execution for new product launches, enhancements, and regional rollouts
✅ Define and refine clear, differentiated messaging and positioning rooted in client needs and market insight
✅ Build and deliver sales enablement tools to support revenue goals, including pitch decks, competitive briefs, playbooks, and training
✅ Act as a trusted partner to Product, Sales, and Client Success, bringing field feedback and client insight into product strategy and roadmap
✅ Drive content strategy in partnership with Field Marketing and Demand Gen, ensuring consistent and compelling communication across campaigns
✅ Monitor market trends, client use cases, and competitor positioning, and turn insights into actionable recommendations
✅ Track performance across launches, pipeline influence, adoption, and feedback
ASSUMPTION: This role requires strong communication, presentation, and stakeholder management skills, as well as the ability to simplify and explain technical or data-intensive topics to both internal and external audiences.
🎯 Required Qualifications
Education: Bachelor's degree in Business, Marketing, or a related field
Experience: 7+ years of product marketing experience in fintech, regtech, investment operations, or asset/wealth management technology
Required Skills:
- Deep understanding of capital markets and the unique needs of hedge funds, asset managers, and institutional investors
- Proven success driving GTM strategies for complex financial products or platforms
- Excellent communication, presentation, and stakeholder management skills
- Ability to simplify and explain technical or data-intensive topics to both internal and external audiences
- Experience collaborating across global teams and supporting regional marketing efforts
- Familiarity with client reporting, investment data management, risk/performance
Preferred Skills:
- Fluency in additional languages
- Experience with marketing automation tools
- Background in investment operations or related fields
ASSUMPTION: While not explicitly stated, a master's degree in a related field or relevant certifications may be beneficial but are not strictly required.
💰 Compensation & Benefits
Salary Range: $100,000.00 - $144,000.00 + bonus + RSUs. This range is based on the provided information and industry standards for the role, experience level, and location.
Benefits:
- Health, vision, and dental insurance
- 401(k) with match
- PTO and volunteer time off
- Parental leave and medical leave
- STD/LTD insurance benefits
- Employee stock purchase plan
- RSUs
Working Hours: Full-time (40 hours per week) with flexible work arrangements, including work-from-anywhere 3 weeks per year and work-from-home Fridays.
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Clearwater Analytics is a global technology platform for investment accounting, performance, risk, and reporting, serving the world’s largest insurers, asset managers, hedge funds, and corporations.
Company Size: Clearwater Analytics has 1,001-5,000 employees, providing a mid-sized company environment with opportunities for collaboration and growth.
Founded: Clearwater Analytics was founded in 2004 and has since grown to become a leading provider of web-based investment portfolio accounting, reporting, and reconciliation services.
Company Description:
- Clearwater Analytics aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily for institutional investors at thousands of organizations.
- The company offers integrated investment accounting, compliance, performance and risk reporting, daily aggregation, reconciliation and validation of investment data, complete investment portfolio transparency, automated GAAP, STAT and Tax investment accounting, and SaaS solutions.
- Clearwater Analytics has global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C.
Company Specialties:
- Integrated Investment Accounting
- Compliance
- Performance & Risk Reporting
- Daily Aggregation
- Reconciliation and Validation of Investment Data
- Complete Investment Portfolio Transparency
- Automated GAAP
- STAT and Tax Investment Accounting
- SaaS
Company Website: www.clearwateranalytics.com
ASSUMPTION: Clearwater Analytics is a well-established company with a strong focus on technology and innovation in the investment management industry.
📊 Role Analysis
Career Level: This role is at the mid-career level, requiring significant experience in product marketing and a deep understanding of capital markets and investment operations.
Reporting Structure: The Product Marketing Manager reports directly to the Head of Product Marketing and works closely with cross-functional teams, including Product, Sales, and Client Success.
Work Arrangement: This is a hybrid role with 2 office days per week, offering flexibility and a balance between remote work and in-person collaboration.
Growth Opportunities:
- As Clearwater Analytics continues to expand, there may be opportunities for growth within the Product Marketing team or across other departments.
- The company offers defined and undefined career pathways, allowing employees to grow their careers in line with their personal goals and interests.
- Clearwater Analytics provides access to cutting-edge investment reporting technology and expertise, enabling employees to stay up-to-date with industry trends and best practices.
ASSUMPTION: Given the company's size and growth trajectory, there are likely to be numerous opportunities for professional development and career advancement.
🌍 Location & Work Environment
Office Type: Clearwater Analytics' New York Office is a modern, collaborative workspace designed to foster innovation and teamwork.
Office Location(s): 120 W 45th St, 15th Floor, New York, New York 10036, US
Geographic Context:
- The New York Office is located in the heart of Midtown Manhattan, providing easy access to public transportation, dining, and entertainment options.
- New York City offers a vibrant and diverse cultural scene, with numerous museums, theaters, and sporting events.
- The city's robust financial industry provides ample opportunities for networking and professional growth.
Work Schedule: The work schedule is full-time, with flexible work arrangements, including work-from-anywhere 3 weeks per year and work-from-home Fridays.
ASSUMPTION: The New York Office provides a dynamic and engaging work environment, with ample opportunities for collaboration and professional development.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the HR team
- In-depth interview with the hiring manager and/or team members
- Final interview with senior leadership
Key Assessment Areas:
- Understanding of capital markets and investment operations
- Product marketing skills and experience
- Communication and presentation abilities
- Cultural fit and alignment with Clearwater Analytics' values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Demonstrate your understanding of capital markets and investment operations in your application materials
- Prepare for behavioral and situational interview questions that assess your problem-solving skills, communication abilities, and cultural fit
ATS Keywords: Product Marketing, Investment Operations, Capital Markets, Go-to-market Strategy, Sales Enablement, Market Insight, Client Needs, Content Strategy, Stakeholder Management, Technical Communication, Data Management, Collaboration, Competitive Analysis, Market Trends
ASSUMPTION: Clearwater Analytics uses an Applicant Tracking System (ATS) to manage and review job applications. Including relevant keywords in your resume and cover letter can help ensure that your application is properly screened and considered.
🛠️ Tools & Technologies
- Marketing automation tools (e.g., Marketo, Pardot)
- Project management software (e.g., Asana, Jira)
- Collaboration and communication platforms (e.g., Slack, Microsoft Teams)
- Data visualization tools (e.g., Tableau, Power BI)
ASSUMPTION: While not explicitly stated, the role may require experience with marketing automation tools, project management software, and other relevant technologies to effectively manage and execute go-to-market strategies.
👔 Cultural Fit Considerations
Company Values:
- Client-centric
- Innovative
- Collaborative
- Accountable
- Inclusive
Work Style:
- Team-focused
- Innovative and ownership-driven
- Data-driven and analytical
- Adaptable and responsive to change
Self-Assessment Questions:
- Do you have a proven track record of driving go-to-market strategies for complex financial products?
- Are you comfortable working in a collaborative, team-focused environment?
- Do you thrive in a dynamic, fast-paced work environment, and are you adaptable to change?
ASSUMPTION: Clearwater Analytics values a strong cultural fit and seeks candidates who align with their core values and work style. Prospective applicants should assess their fit with the company's culture and values before applying.
⚠️ Potential Challenges
- The role may require frequent travel to support regional marketing efforts and client engagements
- Clearwater Analytics is a fast-growing company, which may present challenges in terms of managing change and adapting to new priorities
- The role may require working with complex financial products and data, which can be challenging to communicate effectively to both internal and external stakeholders
- The role may require managing multiple projects and deadlines, which can be stressful and demanding at times
ASSUMPTION: While these challenges may present obstacles, they also offer opportunities for growth, learning, and professional development.
📈 Similar Roles Comparison
- This role is similar to other Product Marketing Manager positions in the investment management industry, but with a specific focus on investment operations and risk/performance management
- Clearwater Analytics' global presence and client base provide unique opportunities for international exposure and collaboration
- As a mid-sized company, Clearwater Analytics offers a more intimate and collaborative work environment compared to larger enterprise organizations
ASSUMPTION: Applicants should consider the unique aspects of this role and how they align with their career goals and preferences when comparing it to similar positions in the industry.
📝 Sample Projects
- Developing and executing a go-to-market strategy for a new investment operations platform, including messaging, positioning, sales enablement, and content marketing
- Conducting market research and competitive analysis to inform product positioning and differentiation
- Creating and delivering sales training and enablement materials to support revenue goals and client engagement
ASSUMPTION: These sample projects illustrate the types of initiatives the Product Marketing Manager may be responsible for, but the specific projects and priorities may vary depending on the company's needs and market conditions.
❓ Key Questions to Ask During Interview
- Can you describe the typical go-to-market process for new product launches and enhancements at Clearwater Analytics?
- How does the Product Marketing team collaborate with cross-functional stakeholders, such as Product, Sales, and Client Success?
- What are the most challenging aspects of working in a fast-growing, mid-sized company like Clearwater Analytics?
- How does Clearwater Analytics support the professional development and growth of its employees?
- What are the key priorities for this role in the first 30, 60, and 90 days?
ASSUMPTION: These questions are designed to provide insight into the role, the company culture, and the expectations for the first few months in the position. Applicants should tailor their questions to the specific aspects of the role and company that are most important to them.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role, with a focus on your understanding of capital markets and investment operations
- Prepare for behavioral and situational interview questions that assess your problem-solving skills, communication abilities, and cultural fit
- Follow up with the Clearwater Analytics HR team one week after submitting your application to confirm receipt and inquire about next steps
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
