About the Role:

Grade Level (for internal use):

About the Role: Advisory and Expert Services team lead is part of the Enterprise Solutions Professional Services team.

The Team:

Professional Services team for Enterprise Solutions is a global team of knowledgeable and enthusiastic consultants with wide range of skills and capabilities.

We manage execute deliver or support both the initial and addon implementations of WSO iLEVEL EDM Corporate Actions and other products under the Enterprise Solutions umbrella.

Our WSO Software suite offers comprehensive tools for loan portfolio management supporting investment firms banks and other financial institutions in performing key functions such as compliance monitoring reporting and trade settlement.

We use our extensive project experience to help establish our customers what their target operating model is and define suitable solution workflows to support it. This allows us to add value at every step of the organizational transformation. We look at the business processes the solution supports; considering areas of focus related to system performance or new business requirements; and doing health checks of the system configuration. Every year this this allows us to deliver hundreds of successful client engagements spanning multiple segments and industry verticals.

• Work with leading financial institutions and fintech innovators.
• Be part of a highperforming global professional services team that lead complex highimpact projects in a fastevolving and growing industry.
• Opportunity to shape the future of loan portfolio management technology adoption.

If you are passionate about driving customer success solving complex problems and leading highperforming teams wed love to hear from you!

Responsibilities and Impact:

The lead of the Advisory and Expert Services team will oversee a portfolio of client engagements ensuring the successful delivery of consultancy services and integrations of our WSO solutions into customer application landscapes. The role will act as a trusted advisor to clients guiding them on best practices for integrating and operating our software within their operational environments. This role requires a combination of leadership problemsolving creativity and strong stakeholder management skills to deliver exceptional outcomes for our clients.

Client Engagement & Delivery Management:

• Oversee a portfolio of client engagements ensuring successful project execution and alignment with client objectives.
• Drive customer delivery excellence proactively identifying and mitigating risks to ensure timely and highquality delivery.
• Work with clients to understand business requirements offering creative and practical solutions aligned with WSO functionality and best practices to address challenges.
• Establish strong relationships with senior client stakeholders serving as their trusted advisor on software adoption integration and operational best practices.

Solution & Best Practice Advisory

• Provide strategic advice on operating models workflows data models and integrations ensuring clients maximize the value of our WSO solutions.
• Lead solution design discussions considering business technical and any applicable regulatory requirements.
• Stay up to date with industry trends and regulatory changes related to Public and Private credit.

Team Leadership & Global Collaboration

• Manage a global distributed team of consultants and technical WSO specialists fostering collaboration and knowledge sharing in the areas of WSO SME knowledge custom report creation product suite upgrades interface and API implementation and other consulting services.
• Ensure teams have clear direction priorities and resources to execute successfully.
• Mentor and develop team members promoting a culture of delivery excellence innovation and continuous improvement.

Problem Solving & Innovation

• Be creative in problemsolving proactively identifying innovative approaches to address client challenges.
• Adapt implementation methodologies to suit complex client environments while ensuring scalability and efficiency.
• Act as an escalation point for critical engagement issues driving resolution through effective stakeholder management and negotiation.

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $109582 to $152000. Final base salary for this role will be based on the individuals geographic location as well as experience level skill set training licenses and certifications.

In addition to base compensation this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees please click here.

What Were Looking For:

Basic Required Qualifications:

• Proven experience in leading and delivering professional services consulting or client delivery roles within the financial technology sector and in loans portfolio management.
• Strong understanding of loan portfolio management processes regulatory requirements and best practices.
• Demonstrated ability to oversee multiple client engagements and drive successful project outcomes.
• Experience managing global teams including remote and crossfunctional teams.
• Exceptional problemsolving skills with the ability to navigate complex client environments and propose innovative solutions.
• Strong stakeholder management and communication skills with the ability to engage with executivelevel clients.
• Experience with system integration APIdriven architectures and enterprise software implementations is highly desirable.
• A strategic thinker with the capacity to design and implement a longterm vision for team success and organizational growth.
• Ability to travel as needed to support client engagements and team collaboration.
• Expertise in Wall Street Office product suite or similar loan lifecycle management software is a plus.

Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

About S&P Global Market Intelligence

At S&P Global Market Intelligence a division of S&P Global we understand the importance of accurate deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions partnering with customers to expand their perspective operate with confidence andmake decisions with conviction.

For more information visit In It For You

Our Purpose:

Progress is not a selfstarter. It requires a catalyst to be set in motion. Information imagination people technologythe right combination can unlock possibility and change the world.

Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence pinpointing risks and opening possibilities. We Accelerate Progress.

Our People:

Were more than 35000 strong worldwideso were able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.

From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. Were committed to a more equitable future and to helping our customers find new sustainable ways of doing business. Were constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity Discovery Partnership

At S&P Global we focus on Powering Global Markets. Throughout our history the worlds leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do bring a spirit of discovery to our work and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you so you cantake care of business. We care about our people. Thats why we provide everything youand your careerneed to thrive at S&P Global.

Our benefits include:

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay retirement planning a continuing education program with a companymatched student loan contribution and financial wellness programs.

• Family Friendly Perks: Its not just about you. S&P Global has perks for your partners and little ones too with some bestin class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awardssmall perks can make a big difference.

For more information on benefits by country visit: Hiring and Opportunity at S&P Global:

At S&P Global we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills experience and contributions. Our hiring practices emphasize fairness transparency and merit ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration we drive innovation and power global markets.