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Charles Smith

Product & Digital Technology Leader - Innovation, Transformation & Growth - Developing and implementing innovative solutions for financial service providers

Charles Smith is a seasoned professional in the financial services industry with extensive experience in wealth management and digital solutions. He served as the Global Head of Digital Solutions at London Stock Exchange Group (LSEG) from February 2020 to July 2022.1 In this role, he led Refinitiv's global digital wealth management solutions and was responsible for its strategic direction and impact.23

Prior to joining LSEG, Smith had a notable career at Ernst & Young (EY), where he worked for nearly 8 years. He started as a Senior Manager in Wealth & Asset Management Advisory and progressed to become a Managing Director in Strategy & Business Transformation.1 Currently, Smith is a Partner in EY's wealth and asset management practice, focusing on incorporating digital solutions and innovative strategies.1

Smith's career history includes leadership positions at several prominent financial technology companies:

  • Vice President roles at Fiserv, Misys PLC (now Finastra), and CheckFree - Investment Services1
  • Senior Product Manager at CheckFree - Investment Services1

His educational background includes:

  • MBA from Columbia Business School
  • AB in Economics from Dartmouth College12

Smith's expertise lies in areas such as product strategy, client and advisor experience design, retirement planning, operating model development, and service delivery strategy.2 His appointment at LSEG (then Refinitiv) in 2020 came at a crucial time when the wealth management industry was rapidly digitalizing, especially in response to the global COVID-19 pandemic.3

Highlights

Mar 31 · lseg.com
Refinitiv appoints head of digital solutions for wealth management

Related Questions

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Charles Smith
Charles Smith, photo 1
Charles Smith, photo 2
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Location

New York City Metropolitan Area