Carolyn A. Crawford
New York,USA
Summary
Capital Markets and Financial Services Technology Executive with 25+ years of experience partnering with the world’s largest asset managers, hedge funds, broker-dealers, wealth managers, insurance companies and FinTech firms. Proven success driving revenue growth, executive engagement, and strategic account expansion across investment management technology, multi-asset electronic trading, OMS/EMS, data management and post trade solutions.
Overview
1
1
Certification
36
36
years of professional experience
Work History
Vice President, Enterprise Wealth Client Management
ICAPITAL
09.2025 - Current
- Manage the largest and most strategic enterprise wealth management client. Partner with executive stakeholders to drive technology adoption, fund launches, strategic initiatives and long-term growth. Collaborate across Investor Relations, Platform Operations, and Product teams to deliver the full suite of iCapital’s technology solutions while enhancing the client experience and optimizing workflows.
- Retained to drive the integration of Client Success functions across Advent and Eze product suites, streamlining siloed operations into a cohesive, unified support framework.
Associate Director, Client Success Investment Management
SS&C TECHNOLOGIES
04.2024 - 05.2025
- Cultivate long-term relationships with business executives demonstrating knowledge of customers business requirements and industry challenges to ensure maximized adoption and growth for Advent, Eze and Realtick solutions. Identify expansion opportunities and collaborate with Sales to ensure growth objectives are met and to increase product footprint.
- Retained to drive the integration of Client Success functions across Advent and Eze product suites, streamlining siloed operations into a cohesive, unified support framework.
- Oversaw several Moxy to Eze conversions; interfaced with internal teams and sell-side brokers to ensure seamless connectivity and platform adoption. (FIX Allocations, WRAP connections and EMS workflow improvements).
Director, Client Management Investment Management
S&P GLOBAL
01.2019 - 01.2024
- Built and maintained strong relationships from C-Level to product user ensuring client satisfaction and revenue retention. Led strategic and governance engagements ensuring clients future initiatives and S&P product suite are aligned. Provided leadership and guidance to the Client Management team by mentoring new hires and promoting best practices. Developed strong internal and external consultative and collaborative relationships to deepen our partnership commitment.
- Maintained $17M client portfolio and $1.5M F’22 and 1.8M F’21 in PS revenue for upgrades and SaaS conversions.
- Maximized client relations resulting in $5.2M and $4.6M additional recognized revenue in 2022 and 2021 respectively through multiple-year contract negotiations and increased CPI terms.
- (Formerly IHS MARKIT)
Vice President, Asset Management Solutions
BROADRIDGE
01.2018 - 01.2019
- Managed hedge fund and institutional accounts for the Asset Management Solutions business, fostering executive relationships to grow market share and strengthen product positioning. Led quarterly strategic reviews and semi-annual governance meetings with senior leadership.
- Oversaw $8M ARR client base consisting of institutional investment managers, hedge funds and fund advisors.
- Retained 100% client contract renewals and led the Account Management team with an average 5.95% uptick in renewal terms and number of multi-year contracts. Exceeded new sales target for fiscal year 2019 by 305%.
Account Manager, Regional Sales for the Buyside
FIDESSA
01.2016 - 01.2017
- Responsible for executing sales and business development activities including new business expansion at existing and new accounts. Penetrated existing accounts to ensure sales quota is achieved and increased revenue by introducing all products and services to assist in growing the client’s business.
- Oversaw a $6.5M client base and negotiated and closed 23 contracts valuing approximately $7.2MM for 2017.
Senior Relationship Manager, Electronic Trading Solutions
BLOOMBERG, LLC.
01.2010 - 01.2016
- Developed and maintained business relationships with new prospects and existing customers for our multi-asset Execution Management System and Transaction Cost Analysis platforms. Provided leadership and strategic vision that transformed key customer workflow requirements into innovative products and customized client solutions. Acted as an advocate for clients, proficiently aligned the firm’s services to address the evolving needs of a complex client base. EMSX and BTCA clients included large investment managers, hedge funds, broker-dealers, private investors, and plan sponsors. Trained and mentored all new Relationship Managers.
- Maintained $9.7M client base consisting of top tier and most strategic accounts. Achieved 2105 fiscal year EMSX and BTCA user target by Q3 and exceeded 2015 revenue target by 192%.
- Secured and managed the implementation for one of the top five investment managers onto EMSX platform: established relationships, managed all aspects of transition for global desks resulting in 90 new EMSX users.
Relationship Manager (2007 – 2009) Electronic Trading Consultant (2006 - 2007)
LINEDATA SERVICES INC.
01.2006 - 01.2009
- Managed strategic buy-side client relationships and the Liquidity Alliance Program (LAP), serving as the primary liaison between liaison between institutional clients, broker-dealers and internal Product, Implementation, Professional Services and Development teams. Trained institutional and hedge fund clients on the Liquidity Alliance Program (LAP) product offering and how to implement and utilize integrations to improve workflows, Managed all algorithmic and analytic product distribution and upgrades.
- Solely managed partnerships with 53 LAP Broker-Dealers for all LongView integrations: Pre-trade Analytics, Algorithms, Post-trade Reports and Blotter Publication.
- Increased recurring revenue by 40% by performing integration demos and supporting broker-dealer sales teams.
Vice President, Domestic and International Portfolio Trading (1998 – 2005) Research Analyst (1996 – 1998)
ITG, INC.
01.1996 - 01.2005
- Managed institutional client relationships, business development, and portfolio trading across U.S. and International equities. Provided market intelligence, pre-trade analyses, market impact modeling, transaction cost analysis, and liquidity assessments to optimize execution quality and minimize implicit trading costs. Executed US and international equity orders, controlled risk, and managed fund constraints.
- Key contributor in exceeding revenues by 200% by cross-selling international products.
- Improved trading platform and algorithms by serving as beta user in automating global trading platform.
- Consulted clients on the structure and use of algorithmic trading strategies.
Analyst, Equity Controllers
MORGAN STANLEY & CO.
01.1994 - 01.1996
Senior Corporate Accountant
DEAN WITTER INTERCAPITAL, INC.
01.1993 - 01.1994
Staff Corporate Accountant
PARAMOUNT COMMUNICATIONS
01.1991 - 01.1993
Education
BS – Business Administration - Accounting
Western New England College
Springfield, MA01.1991
Skills
- EDM Certified, EMS/OMS applications, Bloomberg, Salesforce, JIRA, FIX protocol, UNIX, MS Office, SQL
Certification
SIE, Series 7 (Active), Series 63 and Certified ETF Advisor (Actively completing)
Licenses
SIE, Series 7, 63 and Certified ETF Advisor (Actively completing)
Timeline
Vice President, Enterprise Wealth Client Management
ICAPITAL
09.2025 - Current
Associate Director, Client Success Investment Management
SS&C TECHNOLOGIES
04.2024 - 05.2025
Director, Client Management Investment Management
S&P GLOBAL
01.2019 - 01.2024
Vice President, Asset Management Solutions
BROADRIDGE
01.2018 - 01.2019
Account Manager, Regional Sales for the Buyside
FIDESSA
01.2016 - 01.2017
Senior Relationship Manager, Electronic Trading Solutions
BLOOMBERG, LLC.
01.2010 - 01.2016
Relationship Manager (2007 – 2009) Electronic Trading Consultant (2006 - 2007)
LINEDATA SERVICES INC.
01.2006 - 01.2009
Vice President, Domestic and International Portfolio Trading (1998 – 2005) Research Analyst (1996 – 1998)
ITG, INC.
01.1996 - 01.2005
Analyst, Equity Controllers
MORGAN STANLEY & CO.
01.1994 - 01.1996
Senior Corporate Accountant
DEAN WITTER INTERCAPITAL, INC.
01.1993 - 01.1994
Staff Corporate Accountant
PARAMOUNT COMMUNICATIONS
01.1991 - 01.1993
BS – Business Administration - Accounting
Western New England College