Oversee the day-to-day management of LSEG’s Workspace for Wealth Advisors
Act as a product & workflow specialist and spokesperson internally and externally ensuring our Wealth Solution value proposition is articulated clearly to commercial teams, prospects and customers.
Work with design and product teams to deliver best in class products for data discovery, retrieval and data visualization
Work closely with the development teams to ensure execution of the plan through clear communication of requirements, development, testing and successful releases of features
Build the relationship with key stakeholders across different business lines to work on the product strategy, understand and process the requirements and communicate the product strategy and goals
Conduct regular customer meetings to gather feedback, validate approach and inform product strategy
Work with Business, Sales and Account Management colleagues to prioritize key capability requirements needed for our users and to identify opportunities to deliver solutions to the customer base
Engage with the wider LSEG organization including sales and account management, marketing and support to drive awareness and collaboration
Regularly engage with clients to obtain the deep knowledge of customers’ workflows and address them within the product features
Identifying trends in the market and working closely with clients and commercial teams to identify and respond to changes and competitive developments
Requirements
Bachelor’s degree in business, Economics, Finance, Mathematics, Computer Science or equivalent
5+ years working within global financial market environments, with at least 3 years managing financial content, products & solutions.
Extensive knowledge of the Global Wealth Management Industry, regional user needs and regional requirements.
Primary Focus on the Financial Advisor/Relationship Manager roles.
Experience working with Microsoft applications, mainly Excel, Word, PowerPoint and Teams.
Strong analytical abilities (modelling, results tracking and interpretation), supplemented with exceptional project management skills.
Strong team player with experience of working with virtual teams from different functions and regions.
Excellent written and oral communication skills with a demonstrated ability to work with cross-functional teams and ability to communicate complex concepts to internal and external stakeholders.
Benefits
Annual Wellness Allowance
Paid time-off
Medical, Dental, Vision
Flex Spending & Health Savings Options
Prescription Drug plan
401(K) Savings Plan and Company match
Basic life insurance
Disability benefits
Emergency backup dependent care
Adoption assistance
Commuter assistance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Bachelor’s degree in businessBachelor’s degree in EconomicsBachelor’s degree in FinanceBachelor’s degree in MathematicsBachelor’s degree in Computer Science