Alpha Client Solution Engineer, AVP
State Street1 day ago
Sydney, AustraliaSenior
Responsibilities
- Lead or support structured client discovery sessions covering strategy, operating models, business objectives, pain points, requirements, and success criteria.
- Analyze current-state workflows, data flows, controls, and technology dependencies and help define target-state operating models.
- Design integrated solutions spanning front-, middle-, and back-office services, investment data management, analytics, reporting, and platform capabilities.
- Prepare and deliver client presentations, demonstrations, workshops, and proof-of-concept activities with sales, product, operations, and technology teams.
- Create solution artifacts including workflow diagrams, scope statements, requirements, assumptions, decisions, dependencies, and risks.
- Contribute to RFI and RFP responses, executive summaries, solution narratives, estimates, and client meeting preparation.
- Support value propositions and commercial proposals for new opportunities.
- Coordinate subject matter experts across business, product, architecture, operations, implementation, and technology.
- Support transition from pre-sales and service definition into implementation.
- Travel across APAC as required and maintain knowledge of investment industry trends, operating models, technologies, and company capabilities.
Requirements
- Demonstrated experience in institutional investment management, asset servicing, financial technology, or consulting.
- Typically 5 to 8 years of relevant experience with sufficient depth to independently lead defined client solutioning activities.
- Practical understanding of one or more investment lifecycle domains, including order and portfolio management, compliance, risk, performance and attribution, investment accounting, middle-office operations, post-trade processing, collateral, data management, or client reporting.
- Experience analyzing complex operating models and translating business requirements into functional, process, data, and technology outcomes.
- Strong written and verbal communication skills, including the ability to simplify complexity and produce executive-ready materials.
- Effective stakeholder management and facilitation skills across clients, sales, product, operations, technology, and delivery teams.
- Understanding of enterprise platforms, data architectures, integrations, and implementation lifecycles is advantageous.
- Knowledge of investment management platforms and vendors such as Charles River, Aladdin, SimCorp, FactSet, Bloomberg, or equivalent solutions is advantageous.
- Experience supporting asset owners, superannuation funds, asset managers, or insurers, including public and private market operating models, is advantageous.
- A bachelor’s degree or equivalent professional experience in finance, accounting, business, technology, data, or a related discipline.
- Relevant postgraduate study, industry accreditation, or prior State Street experience is advantageous.
Benefits
- Inclusive development opportunities, flexible work-life support, paid volunteer days, and employee networks.
- Individual contributor role with APAC travel as required.
- Equal opportunity employment environment.
Categories
Solutions Engineering
About State Street
State Street is a global custodian bank and asset manager serving institutional investors with investment servicing, fund accounting, trading/FX, data, and index/active strategies. Its products include State Street Global Advisors’ funds and ETFs, the Charles River Investment Management Solution, and the front-to-back State Street Alpha platform. Founded in 1792 and headquartered in Boston, the company is publicly traded on the NYSE (ticker: STT) and operates across major markets worldwide.