Job Description
Sales Director - Head of Wealth Sales, Americas
Join to apply for the Sales Director - Head of Wealth Sales, Americas role at LSEG
Sales Director - Head of Wealth Sales, Americas
Join to apply for the Sales Director - Head of Wealth Sales, Americas role at LSEG
LSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. We are dedicated, open-access partners with a dedication to excellence in delivering the services our customers expect from us. With extensive experience, deep knowledge and worldwide presence across financial markets, we enable businesses and economies around the world to fund innovation, handle risk and create jobs. It’s how we’ve contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years.
Refinitiv Wealth Management offers solutions that optimize efficiency and improve the practice, while engaging high net worth audiences. Our solutions empower your advisors with perspectives that go beyond the headlines, and capabilities that contribute to client relationships. Our solutions also provide the market data that will support advisory relationships and guide clients through investment decisions, with easy-to-use analytical tools. From the front to the back office, Refinitiv’s wealth management solutions offer outstanding infrastructure, news and market content that match your business requirements and will delight your customers.
Our Wealth Management Desktop team is seeking a Sales Director – Head of Wealth Solution Sales, AMERS that will be leading a team of sales specialists to deliver the business growth plans and sales priorities in North America. They will be identifying key regional growth opportunities across all customer segments in Wealth. The successful candidate will own the day-to-day sales performance of the team as well as tracking and implementation of firmwide strategies and sales campaigns to grow the business. They will drive sales team activities, actively defining the focus areas and act as a leader within the Workflow Solutions business.
Main Responsibilities:
- Develop and deliver the sales strategy and execution plan & market priorities for your team.
- Identify new opportunities to grow our business in the key customer communities.
- Maintain a regular operating rhythm with the Account Managers, Customer Success Managers, Operations, and the Workflows Product team.
- Validate Regional Campaigns & Focus areas to ensure successful delivery of these initiatives.
- Work with Regional Sales & Account Management on strategic deals and renewals to increase our footprint and deliver improved client value.
- Provide expert knowledge-based input for internal learning programs (e.g., monthly updates, learning calls & boot-camps).
- Prioritization of key industry event participation, LSEG thought leadership events, webinars, monthly business and performance updates.
Qualifications, Required Skills, and Experience:
- 5+ financial services sales team management experience
- Be able to demonstrate strong Financial Market Experience in the Enterprise Business (ideally Wealth/Investment Management) including entire workflow and core content set value for all user types. Have a deep understanding of the core challenges our clients face and the value that our Workflow and Desktop Solutions brings to address these challenges.
- Ability to present and demonstrate LSEG solutions as an answer to the customer needs and challenges.
- Ability to translate market trends into business plans and execution of these plans.
- Maintain senior and strategic client and industry relationships.
- Demonstrate strong leadership skills including influencing at a high level and leading teams and partners to achieve a common objective.
- Strong interpersonal, communication and presentation skills.
- Demonstrate a blend of strategic and operational skills.
- Ability to work in a complex matrix organization.
- Ability to travel 25% of the time for client meetings and industry events.
Compensation/Benefits Information: LSEG is committed to offering competitive Compensation and Benefits. The anticipated base salary for this position is $0 - $0.
Please be aware base salary ranges may vary by geographic location, city and state. In addition to our offered base salary, this role is eligible for our Variable Incentive Compensation plan. Target variable compensation will be commensurate with the posted career stage. Individual salary will be reflective of job related knowledge, skills and equivalent experience. LSEG roles (excluding internships and part-time roles of less than 20 hours per week) are typically eligible for inclusion in our LSEG Benefits program, which includes offerings of: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan and Company match. LSEG’s Benefits plan also includes basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance etc.
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. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
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.
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.
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Full-time
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Sales and Business Development Industries
IT Services and IT Consulting and Financial Services
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