Client Solution Manager

You will build and maintain strategic relationships with institutional clients across their portfolios of initiatives. You will understand their objectives and workflows, design scalable solutions and target operating models, advise on onboarding, prepare Statements of Work and commercial proposals, and coordinate with product, architecture, service, sales, marketing, and leadership stakeholders.

Responsibilities

• Serve as the primary business partner for institutional clients.
• Understand client objectives, business architecture, and operational workflows.
• Manage visibility of client initiatives, priorities, and growth opportunities.
• Conduct client governance meetings.
• Analyze client requirements and design target operating models.
• Define end-to-end solutions covering processes, data exchanges, integrations, onboarding, and compliance.
• Advise clients on platform adoption.
• Collaborate with Product Architects and Product Owners on solution alignment.
• Support client onboarding before project execution.
• Lead discovery workshops, requirement clarification sessions, and solution demonstrations.
• Define onboarding scope, deliverables, dependencies, and high-level milestones.
• Lead preparation of Statements of Work, functional scoping documents, and commercial proposals.
• Identify resource needs, implementation complexity, dependencies, and approximate timelines.
• Support sales and business development with RFPs, pre-sales discussions, and demonstrations.
• Maintain solution blueprints, client operating models, and approved Statements of Work.
• Track client feedback and contribute to onboarding and product improvements.

Requirements

• Strong understanding of fund distribution, asset management, custody, transfer agency, or financial market infrastructure.
• Excellent client-facing communication, negotiation, and strategic advisory skills.
• Ability to translate client needs into structured, scalable solution designs.
• Understanding of cloud-native, API-driven platforms, integration flows, and data models.
• Strong analytical and documentation skills.
• 7–12+ years in client-facing solution consulting, client advisory, product consulting, business architecture, or pre-sales roles within fintech or financial services.
• Experience designing operating models, business workflows, or solution architectures for institutional clients.
• Experience preparing Statements of Work, scoping materials, and functional specifications.
• Track record of engaging senior operations, technology, product, and compliance stakeholders.