As Solutions Engineer you will:
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Partner with sales and client stakeholders to shape solution strategy, support proposals, and contribute to client presentations and discussions.
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Build a strong understanding of client operating models, business requirements, and product capabilities to define practical solution options.
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Lead or support discovery, service definition, and due diligence activities, including workshops, scope definition, project planning, and requirements clarification.
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Develop broad knowledge of internal and external products, platforms, and industry solutions to identify the best fit for client needs.
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Design and evaluate multiple solution approaches, using analysis and data to recommend clear, client-ready options and trade-offs.
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Coordinate across sales, product, project, onboarding, and technology teams to communicate status, manage dependencies, and keep delivery on track.
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Prepare and review key solution documentation, including scope of services, operating models, SLAs, transition plans, and supporting materials for internal approval.
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Support commercial evaluation and governance by contributing to financial assumptions, approvals, risk escalation, and stakeholder reporting throughout the deal lifecycle.
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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.
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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.
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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.
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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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Drive continuous process improvement and define enhanced solutions, supporting the improvement of SLAs, operating models, transition plans, and detailed scope documentation.
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Lead and coordinate junior team members and Business Analysts to capture outputs and maintain tracking tools in support of service definition.
Requirements and Qualifications
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Proven experience (minimum 8 years) across investment operations, project management, client implementation, and/or business analysis.
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Some experience integrating with industry software providers to promote platform connectivity/interoperability.
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Prior experience with client conversions and onboarding efforts in the financial services industry
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Knowledge of financial services products and processes is desirable, along with experience in technology strategy, client service, business functions, or management consulting.
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Experience with designing new solutions by analysing requirements, studying system capabilities, and writing specifications.
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Proficient experience with Microsoft Office 365 suite of products.
Work Parameters Or Boundaries (e.g. Internal Procedures)
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Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role
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Ensure that the highest level of the Code of Conduct is displayed in your behavior
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Provide appropriate management information as required to support business unit decision making
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Support the ‘Risk Excellence’ culture within the business
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Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations
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Liaises with colleagues within other State Street offices and teams globally. Ensure all activities are compliant with corporate standards
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Maintain clear and effective communications with immediate colleagues and Senior Management
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Adheres to internal procedures and best practices at all times
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
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