Head of Americas Wealth Community

LSEG•New York, NY

1d•$238,600 - $397,800

About The Position

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.

Requirements

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.
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

Responsibilities

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.
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.
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.
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.
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.
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.