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Solutions Engineer, AVP
State StreetSolutions Engineer partnering with sales and clients. Leading projects, shaping solution strategies, and supporting proposals for financial services provider.
About the role
Key responsibilities & impact- Partner with sales and client stakeholders to shape solution strategy, support proposals, and contribute to client presentations and discussions.
- Build a strong understanding of client operating models, business requirements, and product capabilities to define practical solution options.
- Lead or support discovery, service definition, and due diligence activities, including workshops, scope definition, project planning, and requirements clarification.
- Develop broad knowledge of internal and external products, platforms, and industry solutions to identify the best fit for client needs.
- Design and evaluate multiple solution approaches, using analysis and data to recommend clear, client-ready options and trade-offs.
- Coordinate across sales, product, project, onboarding, and technology teams to communicate status, manage dependencies, and keep delivery on track.
- Prepare and review key solution documentation, including scope of services, operating models, SLAs, transition plans, and supporting materials for internal approval.
- Support commercial evaluation and governance by contributing to financial assumptions, approvals, risk escalation, and stakeholder reporting throughout the deal lifecycle.
Requirements
What you’ll need- Proven experience (minimum 8 years) across investment operations, project management, client implementation, and/or business analysis.
- Some experience integrating with industry software providers to promote platform connectivity/interoperability.
- Prior experience with client conversions and onboarding efforts in the financial services industry.
- Knowledge of financial services products and processes is desirable, along with experience in technology strategy, client service, business functions, or management consulting.
- Experience with designing new solutions by analyzing requirements, studying system capabilities, and writing specifications.
- Proficient experience with Microsoft Office 365 suite of products.
Benefits
Comp & perks- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project managementbusiness analysisclient implementationsolution designrequirements analysisfinancial services productstechnology strategysystem capabilitiesspecifications writingcommercial evaluation
Soft Skills
stakeholder communicationcollaborationproblem-solvinganalytical thinkingpresentation skillsorganizational skillsclient engagementleadershipnegotiationrisk management