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Solutions Officer Jobs (NOW HIRING)

janney

Reporting to the Chief Wealth Solutions Officer, this strategic individual contributor will build and manage relationships with financial institutions, professional services firms, fintech providers ...

janney

Reporting to the Chief Wealth Solutions Officer, this strategic individual contributor will build and manage relationships with financial institutions, professional services firms, fintech providers ...

Bank of America

Credit Officer II

Miami, FL · On-site

Partnering closely with Relationship Managers (RMs), Treasury Solutions Officers (TSOs), and underwriting teams, the CO contributes to delivering comprehensive, client-centric financial solutions.

Blend360

CTO/Senior Architect

New York, NY · On-site

You'll report to Blend's Chief Solutions Officer while working directly within the delivery team, with regular visibility to the client's executive leadership. What You'll Own Platform Architecture ...

Blend360

CTO/Senior Architect

New York, NY · On-site +1

$250K - $350K/yr

You'll report to Blend's Chief Solutions Officer while working directly within the delivery team, with regular visibility to the client's executive leadership. What You'll Own Platform Architecture ...

Bank of America

Credit Officer II

Fort Lauderdale, FL · On-site

Partnering closely with Relationship Managers (RMs), Treasury Solutions Officers (TSOs), and underwriting teams, the CO contributes to delivering comprehensive, client-centric financial solutions.

Bank of America

Credit Officer II

Fort Lauderdale, FL · On-site

Partnering closely with Relationship Managers (RMs), Treasury Solutions Officers (TSOs), and underwriting teams, the CO contributes to delivering comprehensive, client-centric financial solutions.

Bank of America

Credit Officer II

Fort Lauderdale, FL · On-site

Partnering closely with Relationship Managers (RMs), Treasury Solutions Officers (TSOs), and underwriting teams, the CO contributes to delivering comprehensive, client-centric financial solutions.

Bank of America

Credit Officer II

West Palm Beach, FL · On-site

Partnering closely with Relationship Managers (RMs), Treasury Solutions Officers (TSOs), and underwriting teams, the CO contributes to delivering comprehensive, client-centric financial solutions.

Bank of America

Credit Officer II

West Palm Beach, FL · On-site

Partnering closely with Relationship Managers (RMs), Treasury Solutions Officers (TSOs), and underwriting teams, the CO contributes to delivering comprehensive, client-centric financial solutions.

Bank of America

Credit Officer II

Miami, FL · On-site

Partnering closely with Relationship Managers (RMs), Treasury Solutions Officers (TSOs), and underwriting teams, the CO contributes to delivering comprehensive, client-centric financial solutions.

Ascent CFO Solutions

Fractional CFO

Denver, CO · Remote

Fractional CFO - Ascent CFO Solutions What if the next chapter of your executive career didn't come with 80-hour weeks or office politics? Imagine stepping into the CFO seat exactly when you choose.

Blend360

CTO/Senior Architect

New York, NY · On-site

$250K - $350K/yr

You'll report to Blend's Chief Solutions Officer while working directly within the delivery team, with regular visibility to the client's executive leadership. What You'll Own Platform Architecture ...

Ascent CFO Solutions

Interim CFO

Denver, CO · Remote

$120 - $140/hr

Interim Chief Financial Officer Ascent CFO Solutions At Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights to ...

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Solutions Officer information

What skills and qualifications are needed to thrive as a solutions officer?

To thrive as a Solutions Officer, you need strong analytical abilities, problem-solving skills, and a background in business or information technology, often supported by a relevant degree. Familiarity with CRM platforms, data analysis tools, and project management software like Salesforce or Microsoft Dynamics is typically required. Excellent communication, stakeholder management, and strategic thinking make someone stand out in this role. These skills are vital for effectively designing, implementing, and managing solutions that address organizational needs and drive business success.

What is the difference between Solutions Officer vs Solutions Analyst?

AspectSolutions OfficerSolutions Analyst
Required CredentialsBachelor's degree in Business, IT, or related field; certifications like PMP or CBAPBachelor's or Master's in Business, IT, or related; certifications like CBAP or PMI-PBA
Work EnvironmentClient-facing, project management, strategic planningData analysis, process improvement, technical support
Employer & Industry UsageConsulting firms, tech companies, financial servicesIT firms, consulting, software development
Common Search & Comparison IntentUnderstanding role scope, responsibilities, and qualificationsClarifying analytical vs managerial functions

The Solutions Officer typically focuses on managing client relationships, overseeing solution delivery, and strategic planning. In contrast, the Solutions Analyst concentrates on analyzing data, improving processes, and supporting technical solutions. Both roles require similar educational backgrounds and certifications but differ in their primary responsibilities and work environments.

What is a solutions officer?

Solutions Officers are professionals who identify, design, and implement strategies to solve business challenges within an organization. They work closely with various departments to analyze problems, develop tailored solutions, and ensure these solutions align with the company's goals. Their role often involves project management, stakeholder communication, and performance monitoring to ensure the effectiveness of the implemented solutions. Solutions Officers may work in industries like IT, finance, healthcare, or consulting, adapting their approach based on the company's needs.

How does a solutions officer typically collaborate with cross-functional teams to deliver client solutions?

A Solutions Officer often works closely with teams from sales, product development, IT, and customer service to design and implement tailored solutions for clients. This role involves gathering client requirements, facilitating communication between stakeholders, and ensuring that proposed solutions align with both client needs and organizational capabilities. Effective collaboration requires strong interpersonal skills, the ability to translate technical concepts for non-technical teams, and proactive project management to keep initiatives on track. Regular meetings and updates are common to ensure all teams remain aligned throughout the project lifecycle.
More about Solutions Officer jobs
What job categories do people searching Solutions Officer jobs look for? The top searched job categories for Solutions Officer jobs are:
Solutions Officer jobs near you
Infographic showing various Solutions Officer job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 8% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution.

Head of Strategic Partnerships

Janney Montgomery Scott LLC

Philadelphia, PA • On-site

Full-time

PTO

Posted 24 days ago

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
The Head of Strategic Partnerships is responsible for identifying, developing, negotiating, and scaling strategic partnerships that enhance Janney's value proposition, accelerate organic growth, and expand opportunities for client acquisition, advisor recruiting, and advisor success. Reporting to the Chief Wealth Solutions Officer, this strategic individual contributor will build and manage relationships with financial institutions, professional services firms, fintech providers, and other organizations that create long-term value for Janney, its advisors, and its clients.
This role partners closely with leaders across Wealth Solutions, Private Client Group (PCG), Legal & Compliance, Marketing, and Technology, to evaluate partnership opportunities, structure commercial agreements, and drive successful implementation.
Responsibilities:
  • Develop and execute Janney's strategic partnership strategy to identify, evaluate, negotiate, and grow relationships that generate client referrals, advisor recruiting opportunities, and enhance client and advisor capabilities.
  • Source and cultivate relationships with regional banks, CPA and professional services firms, fintech providers, wealth technology companies, and other strategic organizations that align with Janney's growth objectives.
  • Establish a disciplined process to evaluate and partner with various firms that will complement the Janney service model.
  • Structure partnership agreements, business cases, and commercial arrangements that balance growth opportunities with financial, operational, legal, and regulatory considerations.
  • Create scalable partnership frameworks, implementation playbooks, and governance processes that accelerate onboarding and maximize long-term partner success.
  • Partner with various areas across the firm to successfully launch, support, and optimize strategic partnerships.
  • Monitor partnership performance through defined metrics, identifying opportunities to improve referral activity, advisor engagement, client acquisition, and overall return on investment.
  • Stay informed on industry trends, competitive partnerships, advisor recruiting dynamics, and emerging technologies to identify new opportunities that strengthen Janney's competitive position.
  • Build strong relationships with senior executives, external partners, and advisors while serving as a trusted representative of Janney in strategic discussions and negotiations.
  • Provide strategic support to the Chief Wealth Solutions Officer by preparing executive presentations, coordinating cross-functional initiatives, monitoring key priorities, and driving follow-through on strategic projects.
  • Manage sensitive and confidential initiatives with sound judgment, strong organizational skills, and the ability to influence outcomes across the organization without direct authority.

Qualifications:
  • Bachelor's degree required; advanced degree or relevant professional designation preferred.
  • Ten or more years of progressive experience in wealth management, financial services, business development, strategic partnerships, corporate strategy, consulting, or a related field.
  • Deep understanding of the wealth management ecosystem, including broker-dealers, RIAs, banks, professional referral networks, and advisor recruiting dynamics.
  • Demonstrated success developing, negotiating, and managing strategic partnerships or complex commercial relationships.
  • Strong commercial and financial acumen with experience evaluating business opportunities, partnership economics, and strategic investments.
  • Excellent negotiation, relationship management, and executive communication skills, with the ability to influence senior leaders both internally and externally.
  • Proven ability to lead cross-functional initiatives and drive execution across multiple stakeholders without direct management responsibility.
  • Highly analytical, organized, and results-oriented, with the ability to manage multiple strategic initiatives simultaneously.
  • Demonstrated discretion and sound judgment in handling confidential information and executive-level priorities.
  • Passion for building collaborative relationships and creating innovative partnerships that deliver measurable value for clients, advisors, and the firm.

Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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