CareerPlan

Fund Order Services, Client Solutions Officer

Quincy, MA, USFull-time2026-10-17 → 2026-11-09

Core

Translate future-state service requirements into testable specifications, partner with development teams, lead rigorous testing, and support technology-enabled service delivery in production.

Role type

Senior IC operations professional (requirements & testing)

Builds

Fund order services and automated transaction processing workflows

Domain

Financial services / Fund operations

Required skills

requirements translation, test strategy design, UAT execution, defect management, production support, root cause analysis, stakeholder partnership, process flow mapping, exception handling, automation implementation

Preferred skills

fund recordkeeping technology, workflow tools, data analysis, production monitoring, incident triage, service management, technology control practices

Technologies

automated testing frameworks, AI tools, integrated platforms, workflow tools

Responsibilities

Translate operating models and controls into complete business requirements; Create risk-based test strategies and execute UAT, regression, and integration testing; Validate production setup, monitoring, and recovery procedures before launch; Diagnose production issues and drive defects to verified closure; Oversee health of automated services and partner on root cause resolution

Seniority

Senior, hands-on IC