Customer Success Manager – Investment & Advisory
Core
Trusted advisor guiding Wealth, Investment & Advisory customers through their experience journey with Workspace solutions, driving adoption, integration, expansion, and retention.
Role type
Senior Associate Customer Success Manager (Investment & Advisory)
Builds
Customer success strategies, tailored engagements (e.g., market workshops), and retention plans for LSEG solutions.
Domain
Financial services (Wealth, Investment, Advisory, Asset Management)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Investment/Advisory/Wealth market experience, workflow expertise (financial modeling, Excel, MS Office), customer success strategy, sales plan execution, CRM usage, presentation skills, stakeholder management
Preferred skills
Asset Management/Portfolio Management/Equity Research background, industry qualifications (CFA, CAIA, MBA, FRM)
Technologies
LSEG Workspace solutions, Excel, MS Office, CRM systems
Responsibilities
Deliver tailored engagements to maximize customer value and product adoption; educate customers on functionality to increase usage; act as voice of the customer internally; drive desktop sales; execute retention strategies; identify upsell opportunities for Account Managers; conduct high-value onboarding and training.
Seniority
Senior Associate