Director, Wealth Strategist

FactSet • Boston, NY

11d • $160,000 - $225,000 • Hybrid

About The Position

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate , serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Reporting to the SVP, Senior Director of Wealth Management, the Wealth Strategist will develop FactSet’s point of view on user needs, market dynamics, and competitive trends within Wealth Management, one of FactSet’s fastest growing segments. Through an understanding of macro-level industry needs, total addressable market (TAM) trends, workflow needs, and competitive positioning across the wealth ecosystem, this role will make portfolio-level recommendations on strategic priorities for the FactSet Wealth Platform. In addition, the Wealth Strategist will collaborate with department leaders to provide market insights that inform the business and product planning.

Requirements

• 10+ years of experience in a wealth management firm or product strategy / development in a financial software organization
• Bachelor's degree or equivalent
• Thorough understanding of key Wealth Management roles and workflows, with emphasis on key personas such as Home/CIO Office Research & Portfolio Management, Advisors & Investors
• Ability to work effectively in a matrixed organization and influence without direct authority
• Structured and data-driven problem solver
• Proven track record of deriving insight and synthesizing trends and customer needs from diverse data sources
• Strong communication skills and ability to advocate for ideas, both verbally and in written form
• Willingness to travel

Responsibilities

• Analyze industry trends, TAM, competitive landscape, and client workflows to inform Wealth Management business priorities
• Develop a deep understanding of the Wealth Management segment, including market context, challenges/opportunities, client workflows, high-level industry trends, value drivers, competitive dynamics, client build vs. buy decisions, and the regulatory landscape.
• Engage regularly with key clients and stakeholders to understand their needs, priorities, and workflows
• Recommend strategic themes and portfolio priorities to pursue, including plans to differentiate our offering in the market, achieve revenue goals, and identify products or features to build, buy, or partner.
• Serve as a subject matter expert and thought partner for stakeholders across the organization, including Product Managers (feature development), Engineers (implementation), and Sales (go-to-market execution)
• Present FactSet’s Wealth Strategy to clients and partners during key sales processes
• Influence and collaborate with stakeholders across the organization to ensure successful strategy execution
• Provide input to business leaders on acquisition, partnership, or build decisions to address portfolio gaps

Benefits

• At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage.
• Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
• Career progression planning with dedicated time each month for learning and development.
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
• Learn more about our benefits here .

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees