Client Solution Manager

Skills

About the Role

Own strategic institutional-client relationships and translate client objectives, workflows, and priorities into scalable solution proposals. Design target operating models and end-to-end process, data, integration, onboarding, and compliance requirements. Lead pre-project discovery, solution demonstrations, onboarding scoping, statements of work, commercial proposals, RFP support, and solution documentation while coordinating with product, technical, project management, client service, marketing, and leadership teams.

Requirements

• 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.
• Strong record of engaging senior stakeholders across operations, technology, product, and compliance.
• Strong understanding of fund distribution, asset management, custody, transfer agency, or financial market infrastructure.
• 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.
• Analytical and documentation skills.
• Ability to balance client priorities, product constraints, and long-term platform strategy.
• Experience with Agile product and engineering teams is an advantage.
• Exposure to market infrastructure, blockchain or DLT platforms, fund distribution networks, or regulated financial environments is strongly preferred.

Responsibilities

• Serve as the primary business partner for institutional clients and maintain long-term relationships.
• Understand client objectives, architecture, and workflows to identify platform adoption opportunities.
• Maintain visibility of client initiatives, priorities, and growth areas.
• Conduct client governance meetings on pipeline, solution options, and product evolution.
• Analyze requirements and design target operating models aligned with platform capabilities.
• Define end-to-end solutions covering process flows, data exchanges, integrations, onboarding, and compliance.
• Advise clients on platform adoption based on operational maturity and business objectives.
• Collaborate with Product Architects and Product Owners on roadmap alignment.
• Support pre-project client onboarding from a business and solution perspective.
• Lead discovery workshops, requirements clarification sessions, and solution demonstrations.
• Define onboarding scope, deliverables, dependencies, and high-level milestones.
• Coordinate transitions from scoping to delivery with project management and client service.
• Prepare statements of work, functional scoping documents, and commercial proposals.
• Identify resource needs, implementation complexity, third-party dependencies, and approximate timelines.
• Support sales and business development activities, RFPs, and platform demonstrations.
• Validate solution feasibility and architectural alignment with technical architects.
• Maintain solution blueprints, client operating models, and approved statements of work.
• Track client feedback to improve onboarding frameworks and product features.
• Represent client needs in internal governance forums.