Customer Success Manager – Investment & Advisory

As a Customer Success Manager, you will be a trusted advisor to our Wealth, Investment & Advisory Customers, guiding them through their customer experience journey with our Workspace solutions. Your primary focus will be on driving the adoption, integration, and expansion of our solutions into the daily workflow of end-users, ensuring their retention and satisfaction.

In this role, you will develop and implement customer success strategies to drive revenue retention. You will deliver highly engaging, customized workflow-based customer engagements and build deep relationships with key customers to advise on engagement strategies. By participating in industry events alongside the team, you will develop networking opportunities, enhance our brand presence, and stay up-to-date on industry trends.

We believe in delivering a world-class customer experience. You will visit customers, build relationships with the user community, and partner with Account Managers and Sales Leaders to provide insights on customer health, focusing on retention and growth. Additionally, you will collaborate with Market Development and Customer Proposition teams to ensure customer needs align with our product roadmap.

What We Stand For:

We are committed to providing exceptional customer experiences, ensuring that every interaction is meaningful and impactful. Our dedication to building deep, meaningful relationships with our customers is at the core of our values. We continuously strive for improvement and innovation in our services, always seeking new ways to enhance the customer journey and deliver outstanding results.

What You'll Do:

Deliver tailored engagements (e.g. market workshops) that help customers to maximize the value derived from LSEG solutions post sale and build intimacy

Use specialist knowledge to demonstrate and educate customers on relevant functionality and content resulting in increased usage and product adoption

Promote insights relevant to customers’ workflow and act as a voice of the customer internally, feeding back their experiences

Provide transparency to the customer and act a ‘quarterback’ to ensure LSEG delivers on sales commitments 

Develop and execute retention strategies as part of the customer success plan for accounts, in conjunction with Account Managers

Identify and investigate opportunities to raise to Account Manager for action and share insights to aid the sales process

Drive desktop sales from existing and new customers

High-value customer engagements and onboarding activities, including various types of training and presentations

Increase customer satisfaction at the desktop 

What You'll Bring:

5+ years’ Experience in Investment, Advisory and Wealth market  

Experience in Asset Management, Portfolio Management OR Equity and Economic Research as a plus

Significant Workflow Expertise (e.g. knowledge of financial modeling, Excel, MS Office); knowledge of financial markets/ data apps.

Strong customer service skills     

Others: Presentation skills (verbal & written); Strong interpersonal skills; ability to organize and execute a sales plan; ability to use CRM systems

Training or related experience preferred

College/ university degree or relevant work experience equivalent required 

Industry qualifications preferred (CFA, CAIA, MBA, FRM, etc.,)

Fluency in English and French is required

What We Offer:

We're proud to offer a working culture that supports growth, balance, and purpose:

Hybrid and flexible working arrangements.

A welcoming, inclusive culture backed by Employee Networks.

A competitive referral bonus program.

Access to private healthcare, wellness support, and pension contributions.

Professional development opportunities and learning resources.

Paid volunteer time to support causes that matter to you.

A team that values your input and supports your goals.

We believe diversity makes us stronger. If you need reasonable accommodations during the application or interview process, please let us know - we're here to support you!

Career Stage:

Senior Associate

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.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.