State Street
Financial Services
SolutionsEngineer,AVP
Neural analysis suggests this role is
optimal for Senior candidates.
“Solutions Engineer, AVP at State Street. Skills: Solutions Engineering, Client Engagement, Financial Services, Project Management. Partner with sales and client stakeholders. Shape solution strategy”
What You'll Achieve.
Identify the best fit for client needs; Recommend clear, client-ready options and trade-offs; Keep delivery on track; Support commercial evaluation and governance; Ensure all activities are compliant with corporate standards
Industry & Context.
Analyse requirements; Study system capabilities; Writing specifications; Analyse data; Identify gaps or inconsistencies
What They're Looking For.
Must Have
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, Experience with designing new solutions by analysing requirements, studying system capabilities, and writing specifications, Proficient experience with Microsoft Office 365 suite of products
Nice to Have
Knowledge of financial services products and processes is desirable, experience in technology strategy, client service, business functions, or management consulting
What You'll Do.
Partner with sales and client stakeholders
Shape solution strategy
Contribute to client presentations
Build understanding of client operating models
Define practical solution options
Lead discovery activities
Support service definition
Lead due diligence activities
Develop broad knowledge of products
Design solution approaches
Evaluate solution approaches
Recommend client-ready options
Coordinate across teams
Keep delivery on track
Prepare solution documentation
Review solution documentation
Support commercial evaluation
Contribute to financial assumptions
Manage risk escalation
Support stakeholder reporting
Manage response to client proposals
Develop supporting materials
Build relationships with stakeholders
Participate in pre-contract activities
Drive process improvement
Define enhanced solutions
Improve operating models
Improve transition plans
Improve scope documentation
Lead junior team members
Coordinate Business Analysts
Maintain tracking tools
How You'll Work.
Team & Collaboration
Partner with sales and client stakeholders; Coordinate across sales, product, project, onboarding, and technology teams; Communicate status, manage dependencies, and keep delivery on track; Build and maintain relationships with key internal and external stakeholders, including sales, product, clients, and consultants; Liaises with colleagues within other State Street offices and teams globally; Maintain clear and effective communications with immediate colleagues and Senior Management
Communication Scope
Client presentations; Client discussions; Communicate status; Clear and effective communications
Process & Methodology
Project management, Project planning, Manage dependencies, Keep delivery on track, Transition plans
Full Job Description
**As Solutions Engineer you will :** * 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. **Specific Duties:** * Support the management and response to client proposals (e.g. RFP/I’s), including development of supporting materials and contribution to client and consultant discussions. * Partner with the Solutions Engineer Deal Lead, Sales, and Commercial teams to develop deal financials, assumptions, and approval materials in line with the sales governance process. * Build and maintain relationships with key internal and external stakeholders, including sales, product, clients, and consultants, with a clear understanding of their roles and interactions. * Actively participate in pre‑contract activities, using standard planning materials to validate scope and identify gaps or inconsistencies to inform solution design.
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