Solutions Designer at Vestmark

The Solution Designer is a key, client-facing role within the Implementation Services team at Vestmark. As the bridge between the sales cycle and the implementation cycle, the Solution Designer is instrumental in ensuring that the client has a smooth and seamless transition from sales to implementation. The role is responsible for understanding the prospective client’s business operations, and using that understanding to construct an appropriate and well positioned product demonstration, as a first iteration. Subsequently, the Solution Designer will gain a more granular understanding of the business requirements through the Discovery process, and complete a mapping of the client’s business requirements to VestmarkONE functionality. The SD will articulate this mapping in a functional design document, which forms the basis of the overall system configuration effort. The Solution Designer, along with the Project Manager, acts as the initial engagement team to gather the necessary information to effectively plan an implementation, taking into account product development dependencies and implementation complexities. 

Specific responsibilities include, but are not limited, to:


  • Provide support in sales calls, solution presentations, and assists Sales with understanding customer business and operational requirements.
  • Provide customized solution demonstrations linking VestmarkONE’s value to client’s tactical pains and operational needs.
  • Coordinate with Products Team where functional gaps are identified, beginning in the pre-sales phase and continuing into the functional scoping phase.
  • Verify that contract implementation exhibit checklists are current with platform capabilities and implementation patterns
  • Implementation – Discovery Phase

  • Drive functional scoping phase for new implementations or complex upgrades, in order to help clients to maximize VestmarkONE capabilities. This includes completing workbooks for new client onboarding, new business for existing clients, and complex upgradesCoordinate with Implementation Project Manager and BPO Services to initiate onboarding process for new BPO clients
  • In collaboration with Product Management and Implementation Practice Managers, keep Functional Blueprint document templates current to capture and adhere to functionality across products, and implementation pattern changes.
  • Implementation – Transition Phase

  • Work with the Project Manager and Director of Customer Engineering, to create an assessment of implementation complexity,
  • Along with Customer Engineering Practice Managers, provide input to the Project Manager in order to customize base project plan for each specific implementation.
  • ·Lead the review of the Functional Blueprint document, with the assigned implementation resources.
  • General

    •  Responsible for the development of less experienced Business Analysts, through dedicated, mentor relationships
    • Maintain high level of VestmarkONE product knowledge and technology changes
    • Remain current on industry trends, at the product, business and technology level
    • Perform initial review and triage of incoming CE-related Change Requests (CRs) and oversee the workflow from receipt to flushing out requirements to sizing to SOW with CE and RM.Act as a conduit for client and product feedback to Vestmark Product Management.



    Required Experience and Skills:

    • Bachelor’s degree in Finance, Business Administration, Engineering or equivalent.
    • Five or more years of progressive experience in financial services in more than one of: front office, middle office, back office
    • Experience either, using investment management software tools; or conducting client-facing product demonstrations of same.
    • Strong business analysis skills
    • Excellent writing skills
    • Exceptional client communication and presentation skills. Must be able to gain credibility quickly with front-office and mid-office client stakeholders.
    • Experienced thinking dynamically, in a pre-sales setting
    • Demonstrated ability to communicate complex financial and functional information to both small and large groups in a clear and concise manner, both written and verbal.
    • Strong leadership skills, including earning respect and cooperation of colleagues and clients
    • Self-motivated, able to plan, prioritize and work with a complex schedule of events and activities
    • Excellent team player able to work effectively in a matrix environment
    • Experience in professional services or consulting, ideally in financial services with enterprise software
    • Conceptual understanding of enterprise software architecture
    • Travel required is approximately 25 - 30%, dependent upon client demands
    Find more startup and tech jobs in Boston

    Oh no!

    You're fresh out of job post slots.

    Upgrade your planmanage current jobs

    Create an account

    Let startups find you

    Create a profile and upload your resume today.

    Saved Jobs
    Job Saved
    Find your saved jobs by scrolling over this star

    Oh no!

    You're fresh out of job post slots.