Onsite Client Solutions Manager

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About the role

  • 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

Job title

Client Solutions Manager

Job type

Experience level

Mid levelSenior

Salary

$170,000 - $267,500 per year

Degree requirement

Bachelor's Degree

Location requirements

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