As Solutions Engineer you will

• Partner with sales and client stakeholders to shape solution strategy, support proposals, and contribute to client presentations and discussions.

• Build a strong understanding of client operating models, business requirements, and product capabilities to define practical solution options.

• Lead or support discovery, service definition, and due diligence activities, including workshops, scope definition, project planning, andrequirementsclarification.

• Develop broad knowledge of internal and external products, platforms, and industry solutions toidentifythe best fit for client needs.

• Design and evaluate multiple solution approaches, using analysis and data to recommend clear, client-ready options and trade-offs.

• Coordinate across sales, product, project, onboarding, and technology teams to communicate status, manage dependencies, and keep delivery on track.

• Prepare and review key solution documentation, including scope of services, operating models, SLAs, transition plans, and supporting materials for internal approval.

• Support commercial evaluation and governance by contributing to financial assumptions, approvals, risk escalation, and stakeholder reporting throughout the deal lifecycle.

Specific Duties:

• Support the management and response to client proposals (e.g.RFP/I’s), including development of supporting materials and contribution to client and consultant discussions.

• Partner with the Solutions Engineer Deal Lead, Sales, and Commercial teams to develop deal financials, assumptions, and approval materials in line with the sales governance process.

• Build andmaintainrelationships with key internal and external stakeholders, including sales, product, clients, and consultants, with a clear understanding of their roles and interactions.

• Activelyparticipatein pre‑contract activities, using standard planning materials tovalidatescope andidentifygaps or inconsistencies to inform solution design.

• Drive continuous process improvement and define enhanced solutions, supporting the improvement of SLAs, operating models, transition plans, and detailedscopedocumentation.

• Lead and coordinate junior team members and Business Analysts to capture outputs andmaintaintracking tools in support of service definition.

Requirements and Qualifications

• Proven experience (minimum 8 years) across investment operations, project management, client implementation, and/or business analysis.

• Some experience integrating with industry software providers to promote platformconnectivity/interoperability

• Prior experiencewithclient conversions and onboarding efforts in the financialservicesindustry

• Knowledge of financial services products and processes is desirable, along with experience in technology strategy, client service, business functions, or management consulting.

• Experience withdesigningnew solutionsbyanalysingrequirements, studying system capabilities, and writing specifications

• Proficient experience with Microsoft Office 365 suite of products.

Work ParametersOrBoundaries (e.g. Internal Procedures)

• Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role

• Ensure that the highest level of the Code of Conduct is displayed in yourbehavior

• Provideappropriate managementinformation asrequiredto support business unit decision making

• Support the ‘Risk Excellence’ culture within the business

• Adhere to limits of delegation and escalation procedures required by your manager so that youcomply withinternal policies and external regulations

• Liaises with colleagues within other State Street offices and teams globally. Ensure all activities are compliant with corporate standards

• Maintain clear and effective communications with immediate colleagues and Senior Management

• Adheres to internal procedures and best practices at all times