Solutions Architect

*This position is based out of our Westlake, OH office and will have a hybrid schedule after training.

JOB OVERVIEW

The Solutions Architect serves as the connective tissue between Sales, Product, and Operations. This is not a feature-writing role — it’s a translation role. This individual walks into a sales conversation, understands what a client or prospect needs, and maps that need to what Equity has already built, what we’re building, and what it would cost to build something new. 

Owns the answer to the question our sales team faces every day: “Can we do that?” — and makes sure that answer is grounded in reality, economics, and long-term architectural fit. 

RESPONSIBILITIES & DUTIES

• Engages directly with enterprise sales and relationship managers during discovery, scoping, and proposal stages to define what’s technically feasible and operationally realistic 

• Translates client requirements into structured implementation scopes, timelines, and dependency maps 

• Serves as a trusted technical voice in client-facing conversations without overpromising 

• Maintains deep fluency in Equity Trust’s existing product capabilities and surface reuse opportunities before any net-new build is considered 

• Challenges the instinct to build new by asking: where does this already exist, and how do we configure, adapt, or combine what we have

• Produces solution design documents that map client needs to current platform capabilities, with gaps clearly identified and bounded 

• Collaborates with Product and Technology to ensure that legitimate net-new requests are properly scoped, prioritized, and woven into the roadmap

• Identifies patterns across sales requests to surface repeatable capability gaps worth investing in 

• Flags architectural conflicts early, before commitments are made to clients 

• Develops cost-benefit models for proposed implementations, including build cost, operational lift, maintenance burden, and revenue impact 

• Provides leadership with clear trade-off framing: what we gain, what it costs, and what we deprioritize to get there 

• Assists sales and account teams set realistic expectations around pricing and scope 

• Follows assigned work schedule with regular and predictable attendance

• Performs other duties as assigned

QUALIFICATIONS

• Minimum 5–8 years in a solutions engineering, technical product management, or implementation strategy role, ideally in financial services, fintech, or a custody/trust environment

• Demonstrated ability to say “here’s how we do that with what we have” as often as “here’s what we’d need to build”

• Comfortable working across Sales, Technology and Operations without being

• Strong analytical instincts

• Excellent written and verbal communication; you can brief a CEO and a developer on the same day using different language 

• Familiarity with alternative asset custody, self-directed IRAs or regulated financial operations a plus

• In person interaction that includes actively collaborating with colleagues and participating in team or company meetings

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

• Proficient with Microsoft Office applications

• Demonstrated competency with technology ecosystem

• Ability to compile data and synthesize it into actionable information

CORE VALUES

Our core values are our foundation and the guiding principles we embody to support Equity’s mission. Together, our values spell EPIC — because that’s what we strive to be for our clients and stakeholders every day.

• Excellence – Our standard

• Passion – In everything we do

• Integrity – Without compromise

• Collaboration – Stronger together

We are looking for team members who embody these values in their daily work and interactions.

PHYSICAL DEMANDS/WORK ENVIRONMENT