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. 

• Drive continuous process improvement and define enhanced solutions, supporting the improvement of SLAs, operating models, transition plans, and detailed scope documentation.  

• Lead and coordinate junior team members and Business Analysts to capture outputs and maintain tracking tools in support of service definition. 

Requirements and Qualifications 

• 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 analysing requirements, studying system capabilities, and writing specifications. 

• Proficient experience with Microsoft Office 365 suite of products. 

Work Parameters Or Boundaries (e.g. Internal Procedures) 

• Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role 

• Ensure that the highest level of the Code of Conduct is displayed in your behavior 

• Provide appropriate management information as required to support business unit decision making 

• Support the ‘Risk Excellence’ culture within the business 

• Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations 

• Liaises with colleagues within other State Street offices and teams globally. Ensure all activities are compliant with corporate standards 

• Maintain clear and effective communications with immediate colleagues and Senior Management 

• Adheres to internal procedures and best practices at all times