How to hire a solutions operator

How to hire a solutions operator, step by step

Here's a step-by-step solutions operator hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a solutions operator job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new solutions operator
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The solutions operator hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a solutions operator to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a solutions operator that fits the bill.

   This list shows salaries for various types of solutions operators.

   Type of Solutions Operator	Description	Hourly rate
   Solutions Operator		$37-75
   Mixer	In general, a mixer prepares dry chemicals and raw materials and combines them for use in safety boot manufacturing. Mixers provide training to work with chemicals under the regulations set by OSHA... Show more	$12-20
   Lead Operator/Machine Operator	A Lead Operator or an Industrial Machinery Mechanic is responsible for creating, installing, and repairing different types of machinery. This person does the adjustment and maintenance of machines as well as the industrial production and distribution of types of equipment and other systems... Show more	$13-25

   Show more

2. Create an ideal candidate profile

   Common skills:

   • GMP
   • SQL
   • Quality Checks
   • Chemical Solutions
   • Batch Sheets

   Responsibilities:

   • Coordinate logistics for chemical supply, supervise personnel and manage shift changes.
   • Weigh and measure medication for FDA approval.
   • Review loans that are scheduled for foreclosure auction ensure that they meet all applicable qualifications, investor guidelines and legal requirements.
   • Facilitate kaizen events and quality improvement efforts.

3. Make a budget

   Including a salary range in your solutions operator job description is a great way to entice the best and brightest candidates. A solutions operator salary can vary based on several factors:

   • Location. For example, solutions operators' average salary in hawaii is 32% less than in nevada.
   • Seniority. Entry-level solutions operators earn 50% less than senior-level solutions operators.
   • Certifications. A solutions operator with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a solutions operator's salary.

   Average solutions operator salary

   $111,864yearly

   $53.78 hourly rate

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   Entry-level solutions operator salary

   $79,000 yearly salary

   Updated December 16, 2025

4. Writing a solutions operator job description

   A good solutions operator job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a solutions operator job description:

   Solutions operator job description example

   At BNY Mellon, our data-centric service model helps provide clients with clean, scrubbed information to support the investment process, from post-trade execution to client communications. Our Investment Operations solution is a full lifecycle of investment activities through an integrated data, technology and operations model that supports all product types. Offering a full spectrum of services: trade support, derivatives and collateral management, bank loan support, investment book of record (IBOR), investment performance, and data management.
   
   The Trade Support team is the first touch point for our clients' investment activity. We work hand and hand with our investment manager clients, internal teams, custodians, and brokers to capture, confirm, communicate, and settle executed trade activity. Our team provides analytical services to ensure all the activity is processed timely and accurately to meet client and market deadlines.
   
   Under minimal supervision, performs moderately complex functions supporting trading, client services, and accounting activities including trade communication, processing, and settlement. Reviews high volumes of client trade activity where established procedures are followed. Leverages some knowledge of processes of procedures to confirm findings and analyses unique scenarios to determine solutions for more complex issues.
   Role-Specific Responsibilities
   
   * Trade life-cycle management - using systematic tools to capture executed trades (i.e Equity, Fixed Income, FX, and derivatives products) from the clients and communicate/confirm this activity to the 'street': custodians, brokers, and other interested parties
   * Research exceptions to ensure all activity is accurately processed and delivered by market deadlines
   * Trade settlement - analyse failed trades and work with all parties to quickly resolve trade settlement issues
   * Get involved on projects: with clients as their investment strategies shift and internally to increase efficiency and decrease risk
   
   Standard Job Responsibilities
   
   Under minimal supervision, provides trading support activities for funds of moderate complexity. Performs reviews of moderately complex documents processed from across the Bank to confirm compliance with established processes and procedures. Under minimal supervision, performs moderately complex functions supporting trading and client services activities including trade processing and settlement. Using systematic and analytical tools to ensure established procedures are followed and minimal risk is taken on with regards to timely and accurate trade capture, confirmation, communication, and settlement. Maintains records of moderate complexity in accordance with department policies and procedures. Work closely with team members at all levels. Searches for fail points in processes and drafts reports to be provided to clients. Has some knowledge of compliance rules and service level agreements. Escalates external errors. Correction of internal errors is at the discretion of the client. Uses some knowledge of what constitutes an exception to review and identify exceptions in documentation. Confirms findings with more senior team members. If exceptions are found, checks against review guidelines to see if internal and client procedures were followed. Prepares system-generated reports or templates and conducts general data validation and reconciliation. Reviews work of junior team members. No direct reports. Provides guidance to less experienced Middle Office support staff, as needed. Responsible for the quality and completion of own work.
   
   Qualifications
   
   * High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree a plus, mutual fund industry background preferred. 2-3 years of total work experience preferred. Experience in accounting support or the mutual fund industry preferred.
   
   Preferred Qualifications
   
   * Intermediate to advanced understanding of Excel.
   * High level of communication skills.
   * Remain organized and be able to handle multiple priorities
   * Work independently but also be a helpful teammate.
   * Comfortable asking questions to gain understanding on any area where understanding is limited.
   
   BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
   
   BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
   
   Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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5. Post your job

   To find the right solutions operator for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with solutions operators they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit solutions operators who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your solutions operator job on Zippia to find and recruit solutions operator candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Recruiting solutions operators requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new solutions operator

   Once you've selected the best solutions operator candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   To prepare for the new solutions operator first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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