As the Global Head of Digital Solutions, Charles Smith is responsible for driving the strategic direction, business plan and financial results for Digital Solutions globally for the Wealth Management business at Refinitiv.
Prior to joining Refinitiv, Charles spent eight years as a managing director in EY’s Wealth and Asset Management practice. He worked extensively with many of the top 10 US financial services institutions on key wealth management areas such as product strategy, client and advisor experience design and development, retirement, operating model development, process improvement, platform implementation, and service delivery strategy.
Before his time at EY, Charles had senior leadership roles at Fiserv/CheckFree, Misys (now Finastra), and Thomson Financial (now Refinitiv). He led product management and marketing teams focused on delivering wealth management technology solutions designed to enable financial services clients.
He has also managed relationship management teams focused on working with C-level executives on utilizing technology solutions to grow and streamline their businesses.
Charles holds an MBA from Columbia Business School and AB in economics from Dartmouth College.