As Solutions Engineer you will:
Lead or support discovery, service definition, and due diligence activities, including workshops, scope definition, project planning, and requirements clarification.
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.
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.
Drive continuous process improvement and define enhanced solutions, supporting the improvement of SLAs, operating models, transition plans, and detailed scope documentation.
Requirements and Qualifications
Proven experience (minimum 8 years) across investment operations, project management, client implementation, and/or business analysis.
Knowledge of financial services products and processes is desirable, along with experience in technology strategy, client service, business functions, or management consulting.
Work Parameters Or Boundaries (e.g. Internal Procedures)
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.
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