Business Consultant at LSEG | NY, US | Rezi

Business Consultant at LSEG

Business Consultant

LSEG · NY, US

3 days ago

Business Consultant

LSEG · NY, US

3 days ago
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About the Role

The Business Consultant role supports opportunities and accelerates the adoption of LSEG solutions by acting as a pre-sales and post-sales advisor. Leveraging expertise in financial markets, market data, analytics, and technology, the consultant works with customers to understand business objectives, capture workflow requirements, design tailored solutions, and support implementation. This role drives consulting revenue, influences solution strategy, supports complex sales, and ensures customers realize measurable business value.

Responsibilities

  • Act as a trusted advisor to customers by understanding their business objectives, workflows, operational challenges, and technology requirements.
  • Capture and document customer workflows, business processes, technical requirements, and data needs to identify opportunities for consulting services and solution expansion.
  • Conduct discovery workshops and stakeholder discussions to identify business challenges and recommend appropriate solutions.
  • Leverage expertise in financial markets, market data, analytics, and technology solutions to guide customers toward best-practice workflows and business outcomes.
  • Assess customer needs and identify when requirements extend beyond standard onboarding activities and may require additional consulting services, customized solutions, workflow assessments, integration support, or advisory engagements.
  • Lead standard onboarding engagements associated to ensure customers successfully adopt and utilize purchased solutions.
  • Partner with customers following contract signature to establish onboarding plans, define success criteria, and support implementation readiness.
  • Guide customers through onboarding activities, helping them achieve operational readiness and realize value from their investment.
  • Facilitate smooth transitions from onboarding and project delivery for ongoing engagement and growth.
  • Support complex opportunities requiring consulting services, proof of concepts, workflow assessments, customized solutions, third-party technologies, or advanced integrations.
  • Design and document solution approaches, requirements, delivery scope, effort estimates, and success criteria.
  • Develop solution recommendations that align customer requirements with business objectives and technical capabilities.
  • Partner with the On Demand Consulting team and other specialists to deliver advanced consulting engagements and complex customer solutions.
  • Act as a subject matter expert during customer workshops, solution discussions, and consulting engagements.
  • Contribute to statements of work, effort estimates, proposals, and consulting recommendations where appropriate.
  • Collaborate closely with Sales and Account Management teams to support customer opportunities throughout the sales lifecycle.
  • Help determine the appropriate onboarding, consulting, and solution approach based on customer requirements and desired outcomes.
  • Participate in customer meetings, presentations, demonstrations, workshops, and consulting discussions.
  • Contribute workflow expertise, business knowledge, and solution recommendations that help advance opportunities and drive consulting revenue growth.
  • Support proposal development, scope definition, statements of work, and consulting recommendations where appropriate.
  • Coordinate with stakeholders across Product, Content, Customer Success, Sales, Account Management, and other business functions to ensure customer requirements are understood and addressed.
  • Promote effective communication and alignment across teams throughout onboarding, consulting, and delivery engagements.
  • Ensure customer commitments, project objectives, and delivery expectations are documented and managed effectively.
  • Support governance, risk management, and operational best practices throughout customer engagements.
  • Contribute to the development of consulting offerings, onboarding methodologies, reusable assets, and best practices.
  • Participate in innovation initiatives, internal projects, and knowledge-sharing activities.
  • Maintain expertise in financial markets, customer workflows, industry regulations, market data solutions, and emerging technologies.
  • Promote the use of AI-enabled productivity tools and innovative approaches to improve customer outcomes and operational efficiency.

Requirements

  • 5+ years of financial industry experience.
  • Proven ability to support software solution sales in complex client environments.
  • Working understanding of SQL databases, common programming or scripting languages, and web protocols such as HTTP, XML, and JSON.
  • Previous pre-sales experience with software or technical products is highly valued.
  • Knowledge of the product sales cycle.
  • Strong presentation and communication skills, with the ability to engage effectively with clients and internal stakeholders.
  • Knowledge of financial markets, including buy side, sell side, and wealth management workflows, as well as financial data feeds and relevant industry regulations.

Skills

  • Financial markets expertise
  • Market data expertise
  • Analytics expertise
  • Technology solutions expertise
  • SQL databases
  • Programming or scripting languages
  • Web protocols (HTTP, XML, JSON)
  • Pre-sales experience
  • Product sales cycle knowledge
  • Presentation skills
  • Communication skills
  • Financial markets knowledge
  • Buy side workflows
  • Sell side workflows
  • Wealth management workflows
  • Financial data feeds knowledge
  • Industry regulations knowledge
  • AI-enabled productivity tools
  • Innovative approaches

Location

  • Remote

Work Type

  • Full-time

Experience Level

  • Manager

Education Level

  • University degree, preferably with a background in Information Technology, Engineering, or a related discipline.

Salary/Compensations

  • $115,300 - $192,100

Benefits

  • Annual Wellness Allowance
  • Paid time-off
  • Medical
  • Dental
  • Vision
  • Flex Spending & Health Savings Options
  • Prescription Drug plan
  • 401(K) Savings Plan and Company match
  • Basic life insurance
  • Disability benefits
  • Emergency backup dependent care
  • Adoption assistance
  • Commuter assistance
  • Healthcare
  • Retirement planning
  • Paid volunteering days
  • Wellbeing initiatives

About the Company

  • 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.
  • We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives.
  • Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

Equal Opportunity

  • 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.