Head of Americas Wealth Community

ABOUT US:

LSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. LSEG creates possibility across the financial markets, with a commitment to excellence in delivering the services customers expect, through dedicated, open-access partners. LSEG is a systemically important part of the global financial system. It is the UK’s second largest financial services business by market capitalisation, and in the top 15 of the FTSE 100.

A major financial information provider, with extensive experience, deep knowledge, and worldwide presence, LSEG enables businesses and economies around the world to fund innovation, manage risk and create jobs. LSEG has contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years.

Through a comprehensive suite of trusted financial market infrastructure services – and its open-access model – LSEG provides the flexibility, stability and trust that enable their customers to pursue their ambitions with confidence and clarity.

LSEG is headquartered in London, with significant operations in 70 countries across EMEA, North America, Latin America, and Asia Pacific. The Group has a workforce of 38,000 globally, more than half located in Asia Pacific. LSEG’s ticker symbol is LSEG.

The core values of the business are integrity, partnership, excellence, and change.

OUR PEOPLE:

People are at the heart of what we do and drive the success of our business. Our culture of connecting, creating opportunity and delivering excellence shape how we think, how we do things and how we help our people fulfil their potential.

We embrace diversity and actively seek to attract individuals with unique backgrounds and perspectives. We break down barriers and encourage teamwork, enabling innovation and rapid development of solutions that make a difference. Our workplace generates an enriching and rewarding experience for our people and customers alike. Our vision is to build an inclusive culture in which everyone feels encouraged to fulfil their potential.

We know that real personal growth cannot be achieved by simply climbing a career ladder – which is why we encourage and enable a wealth of avenues and interesting opportunities for everyone to broaden and deepen their skills and expertise.

As a global organisation spanning 70 countries and one rooted in a culture of growth, opportunity, diversity and innovation, LSEG is a place where everyone can grow, develop and fulfil your potential with meaningful careers.

ROLE OVERVIEW:

LSEG's Data & Analytics business is organized around key customer communities, ensuring we deliver integrated solutions and exceptional customer outcomes across the investment lifecycle. The Americas Wealth Community represents a strategic growth opportunity spanning wealth managers, RIAs, private banks, broker-dealers, asset managers, investment offices, and financial advisors.

The Head of Americas Wealth Community & Global Funds Proposition is a senior leadership role responsible for defining and executing the business strategy for the Americas Wealth segment and the global Funds proposition. The role serves as the commercial and customer owner for these businesses, accountable for revenue growth, client retention, customer adoption, product strategy, and go-to-market execution.

Working in close partnership with Product, Sales & Account Management (SAM), Go-to-Market, Marketing, Partnerships, Engineering, and Operations, and with colleagues in the Buy-side Community team, the successful candidate will translate customer needs into compelling products, solutions, and commercial strategies that accelerate growth across the D&A portfolio. The role will act as the voice of the customer, ensuring that investment priorities and product roadmaps align with market opportunities and customer outcomes.

KEY RESPONSIBILITIES:

Community Leadership & Business Strategy

• Define and lead the Americas Wealth Community strategy, aligned to market opportunities, customer needs, competitive dynamics, and D&A growth objectives.
• Develop and execute business plans to drive sustainable revenue growth, retention, and customer engagement.
• Act as the executive sponsor for key Wealth and Funds customer relationships across the Americas.
• Serve as the voice of the Wealth customer within D&A, driving alignment across products and functions.

Financial Performance & Growth

Own and be accountable for:

• Revenue growth
• Annual recurring revenue (ARR)
• Client retention and renewal rates
• Net sales, pipeline conversion and retention
• Product adoption and utilization
• Cross-sell and up-sell performance
• Customer satisfaction and advocacy metrics

Product Strategy & Customer Solutions

• Identify growth opportunities across Wealth personas including advisors, investment offices, wealth platforms, private banks, and self-directed investor distribution networks.
• Partner closely with D&A Product leaders to shape product vision, priorities, and roadmaps.
• Translate customer feedback, market trends, competitive insights, and commercial opportunities into product investments and requirements.
• Champion integrated, end-to-end workflows spanning Workspace, Data & Feeds, Analytics, AI capabilities, Funds, Lipper, and broader D&A content.
• Guide proposition development, packaging, pricing, positioning, and differentiation.

Go-to-Market Leadership

• Define and lead go-to-market strategies in partnership with SAM, Marketing, Customer Success, and Sales Enablement.
• Drive execution of growth initiatives, campaigns, launches, customer events, and strategic account programs.
• Ensure clear alignment between product strategy, commercial priorities, and field execution.
• Support priority customer engagements and participate in executive-level client discussions.

Global Funds & Lipper Leadership

• Own the strategic direction, growth agenda, and commercial performance of the global Funds and Lipper proposition.
• Define the long-term vision for LSEG's Funds ecosystem, including data, analytics, screening, research, benchmarking, content distribution, and AI-enabled insights.
• Partner with Product teams to advance innovation and competitive differentiation.
• Drive global adoption and commercial growth through coordinated GTM execution across regions.
• Build and strengthen relationships with fund managers, wealth firms, distributors, platforms, and industry participants.

Strategic Partnerships & Ecosystem Development

• Identify, evaluate, and execute strategic partnerships that accelerate growth and enhance customer value.
• Work across the LSEG ecosystem to develop integrated solutions and workflows.
• Represent LSEG externally through industry conferences, customer advisory boards, thought leadership initiatives, and partner engagements.

KEY STAKEHOLDER RELATIONSHIPS:

Internal

• D&A Product Leadership
• Sales & Account Management (SAM)
• Customer Strategy & Marketing
• Data & Feeds
• Analytics & Research
• AI & Platform Teams
• Engineering & Operations
• Partnerships & Corporate Development
• Regional and Global Community Leaders

External

• Wealth Managers
• RIAs
• Private Banks
• Broker-Dealers
• Asset Managers
• Fund Managers
• Distribution Platforms
• Strategic Technology Partners

CANDIDATE PROFILE:

Experience

• 15+ years of experience in Wealth Management, Investment Management, Market Data, Financial Technology, Research, Analytics, or related sectors.
• Demonstrated leadership of businesses, products, customer communities, or commercial organizations.
• Strong understanding of Wealth Management workflows, advisor technology, investment research, portfolio construction, funds data, and distribution ecosystems.
• Experience developing product strategy and influencing product roadmaps.
• Proven success driving revenue growth, client retention, and commercial outcomes.
• Experience operating across global and matrixed organizations.

Skills & Competencies

• Strategic leadership and market vision
• Strong commercial acumen and P&L orientation
• Customer-centric mindset
• Executive presence and stakeholder management
• Product strategy and proposition development
• Strong influencing and collaboration skills
• Data-driven decision making
• Partnership development and ecosystem thinking
• Exceptional communication and presentation skills

Success Measures

The successful candidate will be measured against:

• Revenue growth and ARR performance
• Retention and renewal outcomes
• Product adoption and customer engagement
• Pipeline generation and sales conversion
• Market share growth
• Funds/Lipper commercial performance
• Strategic partnership impact
• Customer satisfaction and advocacy
• Delivery of key product and go-to-market initiatives

Leadership Expectation

This role will operate as the primary business owner and customer advocate for the Americas Wealth Community and the global Funds/Lipper proposition, ensuring that product strategy, commercial execution, and customer experience are aligned to deliver sustainable growth and market leadership.

Career Stage:

Group Director

Compensation/Benefits Information:

LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $238,600 - $397,800.Please be aware base salary ranges may vary by geographic location, city and state. In addition to our offered base salary, this role is eligible for our Annual Incentive Plan (AIP/”bonus plan”). Target AIP rates will be commensurate with role level and posted career stage. Individual salary will be reflective of job related knowledge, skills and equivalent experience. LSEG roles (excluding internships and part-time roles of less than 20 hours per week) are typically eligible for inclusion in our LSEG Benefits program, which includes offerings of: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan and Company match. LSEG’s Benefits plan also includes basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance etc.

London Stock Exchange Group (LSEG) Information:

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

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