Charles Smith Email & Phone Number

London, GB

London, England, GB

• In this role, I was responsible for the strategic direction, business planning, resource allocation, acquisition and partner strategy, and financial results for the Digital Solutions proposition within Wealth.
• Launched two new products within first 18 months focused on active investing and digital collaboration
• Launched four revenue-share partnerships with fintech firms to broaden offer and penetrate new markets
• Led efforts to acquire and integrate two acquisitions within first 12 months in role to support the wealth management business line
• Developed and launched digital client portal for global ‘Wirehouse’ wealth firm
• Worked closely with Marketing on branding and thought leadership; oversaw original research & surveys, wrote two whitepapers, and spoke on several industry conference panels, webinars, and podcasts

London, GB

• In this role, I was responsible for leading strategic and transformational projects for the world’s largest financial services firms. I was also the lead of our Customer & Growth advisory offering focused on helping.
• Used “design thinking” concepts to work with wealth and asset management firms to redesign advisor and client platforms for managing retail and high net worth businesses. Helped define digital strategy, user personas.
• Delivered strategic support to top US full-service wealth business in the development of an integrated operating model across all wealth business lines to achieve an integrated modern user experience for clients and.
• Successfully advised and guided top 10 global wealth management firm on the creation ofa modern target operating model for its wealth advisory business.Assisted a Top 10 global asset manager in developing a multi-year.
• Headed a team at a top US bank that assessed current product suite capabilities on advisory and financial planning and produced recommendations on enhancements to new offerings across all client segments.

London, GB

Milwaukee, Wisconsin, US

• In this role, I represented as a client advocate within the organization to restructure divisional resources to best align and support clients’ business strategy. I implemented trends and methods for new market.
• Re-signed largest client to largest contract in division history: 3 ½ years @ US$55.5M total contract value.
• Increased Net Promoter Score of client satisfaction metric by 28% in two years.
• Exceeded 100% of revenue target every year, restored confidence, rebuilt three (3) Tier 1 “At Risk” relationships with key clients.
• Achieved success in US$160M investment services division by cultivating relationships across business and technology groups and teams.
• Increased $25+M revenue and profit growth while developing strategic partnerships with senior C-level management executives at client firms.

Paddington, London, GB

• In this role, I created strategic plans for the division to penetrate the buy-side market (insurance, hedge funds, asset management) as well as increase our sell-side business (derivatives, corporate treasury.
• Implemented product life cycle process to increase division’s product strategy; created PMO function in-group to oversee the process.
• Launched a senior-level customer advisory board for working with Tier 1 customers to gain market & technology insight.
• Developed strong relationship with large Asian sovereign wealth fund and oversaw implementation of product in less than 6 months.
• Led a global team of 30+ product managers in driving product planning and execution throughout the product life cycle.
• Increased revenue growth, management, and roadmap for global product line ~£150M across Capital Markets, Commercial Lending, Transaction Processing, Compliance/Limits Management, and Risk Management.

Milwaukee, Wisconsin, US

• In this role, I managed an integrated Product Management team of 17 associates for existing product development and marketing strategies. I consulted with large financial service firm clients on the development and.
• Increased Mutual Fund product business by 220+%, Unified Managed Accounts by 40+%, and Rep-As-Portfolio Manager business by 30+% in final year.
• Led integration of acquired $30M Software Company into division. Streamlined overall business integration in addition to product roadmap and development integration.
• Directed divisional ASP and software product and platform lines with revenues in excess of $140M annually. Top and bottom-line growth of approximately 15-20% annually.

Milwaukee, Wisconsin, US

For this role, I was recruited by the head of Product Management to help develop product management capability within financial SaaS and software division (~$100M division of ~$700M revenue publicly-traded firm at time of joining). in this role, I managed the product development life cycle, marketing and pricing for several product areas. I wrote business.

Ab, Economics

Mba