Client Solutions Manager overseeing complex client engagements in investment management. Collaborating with teams to ensure successful delivery across products, technology, and client relationships.
Responsibilities
own the end‑to‑end solution design and delivery lifecycle for large, complex, and long‑term client engagements
coordinate delivery across products, technology, and functional teams, while maintaining strong client relationships
lead complex Alpha implementations by defining target‑state solutions, operating models, and end‑to‑end workflows aligned to the State Street architecture
act as a senior client partner, managing relationships, communication, and client sentiment throughout solution design and delivery
navigate the State Street organization effectively to remove blockers, align stakeholders, and ensure timely program execution
gather and shape client requirements, critically assessing client asks against existing capabilities and future Alpha roadmap deliverables
translate requirements into clear Business Requirement Documents (BRDs) and short‑term solution designs that bridge current‑state needs to strategic outcomes
drive solution decisions with urgency and ownership—turning ambiguity into progress by making well‑informed, timely decisions without waiting for perfect information
influence and facilitate solution design and delivery decisions through Alpha governance and forum structures
coordinate solution delivery across functional areas, ensuring integrated builds across all phases of implementation
design interim and interface solutions that meet client needs while avoiding unnecessary rework, complexity, or architectural drift
ensure solutions align to Alpha product principles, long‑term standards, and scalability objectives—particularly for OCIO clients such as Mercer
apply strong emotional intelligence to manage escalations, resolve tensions, and maintain momentum across internal teams and client stakeholders
identify opportunities to improve delivery efficiency, productivity, and reuse across people, process, and technology
apply change, risk, and resource management principles to protect outcomes and delivery timelines
ensure all solution management activities comply with legal, regulatory, and internal policy requirements
provide transparent reporting on delivery progress, risks, and outcomes to senior management
Requirements
Strong understanding of financial markets and investment management processes, including front‑to‑back operating models
Bachelor’s degree in a financial, analytical, or related discipline preferred, or equivalent industry experience
Extensive experience managing large, complex, multi‑year programs and implementations
Proficiency in Excel and PowerPoint
Experience with Agile delivery, systems thinking, and/or professional services environments
Familiarity with Jira and/or Clarity is a plus
Willingness and ability to travel as required
Benefits
comprehensive benefits program
retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards
eligibility for certain tax advantaged savings plans
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