Trade & Working Capital-Client Solutions Architect Senior Associate

Transform complex working capital needs into scalable, technology-enabled solutions that simplify delivery and drive stronger client outcomes.

As a Client Solutions Architect Senior Associate in the Trade & Working Capital Product Solutions Delivery team, you will help translate complex client requirements into scalable solutions that align with product capabilities and business objectives. Working across client, Sales, Product, Technology and implementation teams, you will support solution design from initial discovery through implementation and adoption. You will apply working-capital knowledge, technical fluency and disciplined project execution to clarify requirements, coordinate delivery activities, reduce implementation risk and improve client outcomes. You will also use approved AI and automation capabilities to strengthen analysis, support solution development, improve documentation quality and increase delivery efficiency.

Job responsibilities

• Support the design and delivery of end-to-end Trade & Working Capital solutions that address client implementation requirements while aligning with platform capabilities, control standards and established solution designs.


• Gather, analyze and document client business, operational and technology requirements, translating them into clear functional requirements, process flows and implementation documentation.


• Participate in in client discovery sessions, solution workshops, and product demonstrations, helping explain how solutions address business challenges and deliver value.


• Support the development and maintenance of technical implementation plans, including milestones, dependencies, risks, issues, decisions and required actions


• Apply approved AI and automation tools to accelerate analysis, identify patterns, improve documentation, and streamline solution-development activities


• Prepare and maintain solution documentation, meeting materials, status updates, decision records and implementation artifacts to support clear accountability and effective execution.


• Convert client feedback, implementation experience, and adoption insights into actionable enhancements and product-development priorities.


• Contribute to reusable solution materials, implementation standards, technical collateral and team knowledge resources that improve execution consistency and scalability.

Required qualifications, capabilities, and skills

•  3+ years of experience or equivalent expertise in trade finance, supply chain, payments, fintech or a related financial services environment


• Working technical knowledge and the ability to understand product configurations, system capabilities, integration requirements and data flows.


• Experience working directly with clients or supporting client-facing discussions, presentations, workshops or product demonstrations.


• Ability to use approved AI, automation and productivity tools responsibly to support analysis, documentation and execution efficiency.


• Experience supporting technology-enabled products, client solutions or implementation projects involving multiple stakeholders and workstreams.


• Demonstrated project-management discipline, including tracking milestones, actions, dependencies, risks, issues and decisions.

Preferred qualifications, capabilities, and skills

• Experience supporting technical deliverables on implementation projects


• Experience in client-facing roles in a financial industry capacity


• Familiarity with APIs, ERP integrations, file connectivity, data flows, and technology architectures commonly used in treasury and trade-finance implementations.


• Knowledge of working-capital products, client implementation processes or transaction-banking solutions.