Customer Success Manager- Asset and Wealth Management | Toronto, CA

London Stock Exchange Group; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

Join a leading global financial markets provider as a Customer Success Manager in Toronto. You'll connect clients to innovative products, ensuring optimal usage and driving growth. This role involves relationship management, customer education, and collaboration with various teams to enhance client satisfaction and retention. Enjoy a competitive salary, hybrid work model, and a commitment to diversity and inclusion.

Benefits

Competitive salary + quarterly bonus

Pension contributions

Medical, vision, dental coverage

Flexible vacation and PTO

Career development opportunities

Qualifications

• 3+ years in customer success, sales, consulting, or related roles.
• Proficiency in Excel and PowerPoint; experience with Market Data applications preferred.

Responsibilities

• Develop expertise in LSEG's products and drive client adoption.
• Maintain relationships with customers, ensuring engagement and satisfaction.
• Identify new opportunities and collaborate with internal teams.

Skills

Customer Success

Financial Expertise

Communication

Problem Solving

Collaboration

Tools

Excel

PowerPoint

Market Data Applications

Job description

Customer Success Manager - Asset and Wealth Management

London Stock Exchange Group, Toronto, Canada

Come join the LSEG team!

Role Overview:

As a Customer Success Manager (CSM), you will connect clients to our products, providing guidance throughout the customer's lifecycle and creating conditions for optimal contract renewal and growth.

Responsibilities:

1. Develop expertise: Become a subject matter authority across LSEG's products, especially LSEG Workspace and Market Monitor, guiding clients to maximize their subscriptions and driving adoption of financial analytics and reporting tools.
2. Relationship Management: Maintain relationships with your portfolio of LSEG customers from sale to onboarding and expansion. Build relationships, proactively contact users, and visit their sites (25% travel). Engage with a range of partners including C-Suite, desk heads, and end users.
3. Monitor customer health: Assess product usage, interaction quality, and create strategies to mitigate cancellation risks, collaborating across teams and incorporating competitor insights.
4. Customer Education: Demonstrate and educate end-users on product use, promote new features, and review product roadmaps to incorporate feedback.
5. Drive expansion: Identify and propose new opportunities and products to existing clients.
6. Partner Collaboration: Work with Account Managers, Implementation Specialists, Product Managers, and Support teams to meet customer needs and represent their voice.

Success Metrics:

• Customer engagement
• Product adoption
• Revenue retention and risk mitigation
• Contribution to sales and renewals

Qualifications & Skills:

• 3+ years in customer success, sales, consulting, or related roles
• Financial expertise in wealth management, portfolio analytics, valuation, or financial modeling
• Proficiency in Excel, PowerPoint; experience with Market Data applications preferred
• Strong communication and relationship-building skills
• Problem-solving and collaborative mindset
• Proactive, detail-oriented, and ownership-driven

What We Offer:

• Competitive salary + quarterly bonus
• Pension contributions
• Medical, vision, dental coverage
• Flexible vacation and PTO
• Hybrid work model
• Career development opportunities
• Inclusive, collaborative culture supporting sustainability and innovation

About LSEG:

London Stock Exchange Group is a leading global financial markets infrastructure and data provider dedicated to driving financial stability, empowering economies, and enabling sustainable growth. Our values are Integrity, Partnership, Excellence, and Change, guiding our actions and decisions.

Join our diverse team of 25,000 across 65 countries and contribute to transforming the financial ecosystem to support a sustainable future.

Additional Information:

We offer tailored benefits including healthcare, retirement planning, paid volunteering days, and wellbeing initiatives. We are an equal opportunity employer committed to diversity and inclusion, and we accommodate religious, mental health, and physical needs.

Please review our privacy notice to understand how we handle your data.

For recruitment agencies: ensure candidates are aware of this privacy notice.

More Opportunities:

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