Client Solution Manager

Skills

About the Role

You will own and nurture strategic relationships with institutional clients across their portfolios of initiatives. You will understand their objectives, operating workflows, and priorities, then turn these needs into scalable solution proposals. You will design target operating models, define end-to-end process, data, integration, onboarding, and compliance requirements, and advise clients on platform adoption. You will lead pre-project discovery, requirements clarification, solution demonstrations, and onboarding scoping before handing delivery to project management. You will prepare statements of work, functional scoping documents, and commercial proposals; support pre-sales activities and RFPs; validate solution feasibility with product and technical stakeholders; and maintain solution documentation. You will communicate client feedback, market needs, and strategic opportunities to support product improvement.

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.