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 Management globally. I directed daily operating activities to ensure business goals are achieved and I delivered client and product solutions through cross functional collaboration. I was also tasked with identifying new growth opportunities to develop the long-term strategy for the business, including the product roadmap and the evolution of product pricing and the overall commercial model. LSEG acquired Refinitiv in January 2021.The following are highlights that I’ve brought during this tenure:● 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 improve client experience, determine product strategy, optimize distribution and develop digital marketing strategies.As a trusted advisor for some of the worlds's largest financial services firms, I worked with clients to implement modern solutions across business, digital, technology, and analytics. I also managed business development initiatives and surpassed all sales targets. The following are some sample engagements or highlights during this tenure:● 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, and journeys to create a modern wealth experience. Worked with technology leadership to develop, test and successfully implement solutions● 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 streamline operations through business units.● 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 business capability driven technology roadmap for their global marketing and distribution business areas. ● 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 opportunities and managed support workflow using best practices. I also established lines of communication to gain in-depth knowledge of their business and the marketplace.The following are highlights that I’ve brought during this tenure:● 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, syndicated lending). I identified synergies and improved integration between product lines through better collaboration process to move toward a total solution-based offering. I also expanded distribution and enhanced new product release to capture market share and improved SaaS offerings for increased penetration into untapped markets.The following are highlights that I’ve brought during this tenure:● 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 management of wealth advisory programs. I developed and analyzed market and strategic research and competitive intelligence and used that to determine potential market shifts and opportunities, demand drivers, and competitive threats and strategies. I also spoke at industry conferences on account topics with emphasis on newer product developments, market evolution, and trends, and operational efficiencies and best practices. I also managed onshore and offshore product development teams.The following are highlights of the value I’ve brought during this tenure:● 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 and functional requirements and created use case scenarios. I developed marketing strategy and content for new and existing products and spoke at industry conferences on specific market trends and product developments. I also led the development effort and launch of the Unified Managed Account product in April 2002 and managed six successful product releases within 18 months. I also developed enhanced analytics-based trading tool for fixed income asset managers. I managed a team of 2 Product Managers.

Ab, Economics

Mba