FactSet

Product Manager

• Lead the development and delivery of next-generation portfolio modeling and rebalancing services
• Support end-to-end product management from requirements gathering through development, launch, and initial adoption
• Work closely with cross-functional teams for smooth integration and continuous alignment
• Collaborate with internal technology, operations, and compliance stakeholders to define core features and prioritize user needs
• Ensure portfolio services support interoperability and future integration
• Gather user feedback and analytics for feature enhancements and usability improvements
• Assist with agile delivery processes including sprint planning and user acceptance testing
• Coordinate creation of training materials and documentation for onboarding

Product Manager – Wealth

Full-stack Engineer

• Design, develop, and maintain highly scalable data pipelines
• Actively participate in Agile/Scrum development process
• Collaborate closely with stakeholders—including product managers and business analysts
• Help develop clear specifications and innovative features

Software Engineer I

Implementation Specialist

• Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
• Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunity during the implementation process
• Share emerging trends, what is working well, and areas for improvement with the Analytics & Trading SBU
• Study client workflows and partner with Product Development and Engineering to enhance FactSet’s products
• Provide user training and support the development of training programs
• Facilitate transition from implementation phase to support
• Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
• Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities

Implementation Specialist – Performance

Machine Learning Engineer

• Manage and deploy various cloud-based infrastructure
• Develop a roadmap for management and growth of existing pipelines and infrastructure for serving ML and AI solutions
• Deployment and maintenance of models, databases, and applications
• Support work on various AI/ML projects including entity and topic modeling, semantic tagging/enrichment, information extraction, transfer learning, and graph neural networks
• Develop dashboards and visualizations for financial experts
• Ingest and analyse structured and unstructured data
• Develop processes for data collection, quality assessment, and quality control
• Keep up to date with state-of-the-art approaches and technological advancement
• Collaborate with other Engineering teams

Software Engineer – Machine Learning Engineer

Accounting Manager

• Lead technical accounting consultations with Sales and Legal teams during deal negotiations
• Interpret complex contracts to identify and evaluate accounting issues under ASC 606
• Provide guidance on best practices for structuring contracts
• Research, document, and present revenue recognition conclusions and technical accounting positions
• Partner with Corporate Accounting team for financial reporting
• Update and maintain corporate revenue recognition policies
• Deliver training to cross-functional teams on revenue recognition
• Support quarterly external reporting process

Senior Manager, Technical Accounting & Revenue Recognition

Director

🇺🇸
English
Post a Job
Affiliates
Search Remote Jobs
FactSet
Website
LinkedIn
All Job Openings

Finance • Fintech • SaaS

FactSet is a global provider of integrated financial information and analytical applications for investment professionals. The company offers a wide range of solutions including asset management, risk analysis, investment research, and portfolio management tools. 

With a focus on utilizing artificial intelligence and data solutions, FactSet helps financial firms and investment professionals efficiently manage data, make informed decisions, and drive innovation. They leverage their technology to provide comprehensive insights and analytics across various asset classes. 

Over the past 40 years, FactSet has become a trusted partner for asset managers, consultants, hedge funds, and other financial institutions worldwide. 

10,000+ employees

Founded 1982

💸 Finance

💳 Fintech

☁️ SaaS

Director, Wealth Strategist

3 minutes ago

🏢🏡 New York City – Hybrid

💵 $160k - $225k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

Apply Now
Receive Emails with Similar Jobs
Report problem
📋 Description

• 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
• Engage regularly with key clients and stakeholders to understand their needs
• Recommend strategic themes and portfolio priorities to pursue
• Serve as a subject matter expert and thought partner for stakeholders across the organization
• 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

🎯 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
• 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

🏖️ Benefits

• Health insurance
• Life and disability insurance
• Retirement savings plans
• Discounted employee stock purchase program
• Paid time off for holidays
• Family leave
• Company-wide wellness days
• Flexible work accommodations
• Career progression planning with dedicated learning and development time
• Business Resource Groups open to all employees

Apply Now
Similar Jobs
State Policy Director

2 hours ago

Hunger Free America

11 - 50

🤝 Non-profit

🌍 Social Impact

Website
LinkedIn
All Job Openings

State Policy Director leading policy initiatives for Hunger Free America. Collaborating with government officials to advocate for anti-hunger and anti-poverty policies in New York.

🏢🏡 New York City – Hybrid

💵 $70k - $76k / year

⏰ Full Time

🔴 Lead

👔 Director

Deputy Culture Director

5 hours ago

Hearst Health

1001 - 5000

⚕️ Healthcare Insurance

☁️ SaaS

🏢 Enterprise

Website
LinkedIn
All Job Openings

Deputy Culture Director managing culture and entertainment editorial at Harper’s BAZAAR. Overseeing team and shaping coverage across platforms in a hybrid role based in New York.

🏢🏡 New York City – Hybrid

💵 $101k - $122k / year

⏰ Full Time

🔴 Lead

👔 Director

Director, Program Planning and Execution

Yesterday

Pfizer

10,000+ employees

Website
LinkedIn
All Job Openings

Director of Program Planning and Execution at Pfizer leading digital innovation in pharmaceutical industry. Managing portfolio and capacity while ensuring alignment and communication across teams.

🏢🏡 New York City – Hybrid

💵 $156.6k - $261k / year

💰 Post-IPO Debt on 2023-05

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

Director, Product

Yesterday

Teleskope

2 - 10

Website
LinkedIn
All Job Openings

Director of Product at Teleskope leading product vision and strategy in data security. Collaborating with cross-functional teams for high quality product delivery.

🏢🏡 New York City – Hybrid

💵 $200k - $230k / year

⏰ Full Time

🔴 Lead

👔 Director

Director of IT – Infrastructure

Yesterday

Campus

201 - 500

📚 Education

👥 B2C

Website
LinkedIn
All Job Openings

Director of IT & Infrastructure managing enterprise IT and infrastructure strategy for Campus. Leading IT operations and security frameworks in a hybrid environment.

🏢🏡 New York City – Hybrid

💵 $160k - $190k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

Search More Director Jobs

Director, Wealth Strategist

• Design, develop, and maintain high-performance Order Management System (OMS) features across both backend (Java) and frontend components.
• Collaborate with product managers and other engineers to translate requirements into effective technical solutions.
• Participate in code reviews, mentor junior engineers, and uphold high standards for code quality, usability, and performance.
• Optimize application performance for both backend processes and frontend user experience, focusing on scalability and low latency.
• Troubleshoot and resolve complex technical issues spanning both frontend and backend systems within a fast-paced financial trading environment.
• Contribute to feature planning, architectural discussions, and technical documentation.

Senior Software Engineer, OMS

• Design, develop, and maintain high-performance features across complex, multi-threaded backend (Java) components.
• Troubleshoot and resolve complex technical issues within a fast-paced financial trading environment.
• Participate in code reviews, mentor junior engineers, and uphold high standards for code quality, usability, and performance.
• Optimize application performance for both backend processes and frontend user experience, focusing on scalability and low latency.
• Contribute to feature planning, architectural discussions, and technical documentation.

Lead Software Engineer, Market Data and Integrations

• Serve as a technical authority for both backend (Java) and frontend development, guiding architectural decisions and hands-on implementation.
• Lead the design and development of scalable, high-performance OMS features, enhancing both new products and existing solutions.
• Collaborate with cross-functional teams to ensure seamless integration between backend services and frontend user interfaces, leveraging our established tech stack.
• Define and promote engineering strategy, standards, and best practices across the organization.
• Mentor and support other engineers, fostering technical growth and excellence.
• Drive system modernization initiatives in performance, reliability, and maintainability, including refactoring and technology upgrades.
• Participate in code reviews, technical design sessions, and problem resolution to ensure consistently high-quality deliverables.
• Lead by example through hands-on coding and detailed technical contributions.

Principal Software Engineer

• Lead global M&A, Private Equity and Venture Capital, ensuring comprehensiveness, accuracy, and efficiency
• Work collaboratively with product and market strategist in Deep Sector, Banking, Private Markets, Wealth and External Delivery products
• Develop new content focused on generating revenue and creating a competitive advantage for FactSet
• Lead the evaluation, implementation, and ongoing improvement of all deal-related collection tools and data flows
• Manage and evaluate the team of global data stewards, AGILE product owners and engineers
• Collaborate closely with Sales leadership to field client-facing questions and deliver relevant information
• Develop and disseminate robust competitive analysis reporting, including benchmarking, market trends, and acquisition tracking
• Continuously refine internal processes relating to data sourcing, tool use, and knowledge sharing to maximize value and operational efficiency
• Represent the company externally at industry events, panels, or in written publications.

Director, Data Products – Global Deal Data

• Design, develop, and maintain high-performance features across both backend (Java) and frontend components.
• Collaborate with product managers and other engineers to translate requirements into effective technical solutions.
• Participate in code reviews, mentor junior engineers, and uphold high standards for code quality, usability, and performance.
• Optimize application performance for both backend processes and frontend user experience, focusing on scalability and low latency.
• Troubleshoot and resolve complex technical issues spanning both frontend and backend systems within a fast-paced financial trading environment.
• Contribute to feature planning, architectural discussions, and technical documentation.

Senior Software Engineer – Sell Side and Post Trade

• Prepare the U.S. federal income tax return (Form 1120)
• Calculate and submit quarterly estimated income tax payments
• Assist with state and local tax compliance
• Prepare quarterly and year-end tax provisions
• Support analysis of uncertain tax positions
• Collect and organize documentation for audits
• Aid the implementation, maintenance, and automation of tax systems

Senior Tax Specialist

• Produce client-facing communication in coordination with the implementation project manager
• Build and manage implementation scope and effort estimates.
• Collaborate with Global Professional Services on building project plans
• Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
• Create user workflow specifications and establish priority and direction to technical integration staff on client requirements
• Develop a comprehensive understanding of the technical aspects of the Analytics suite
• Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
• Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunity during the implementation process
• Share emerging trends, what is working well, and areas for improvement with the Analytics Team
• Study client workflows and partner with Product Development and Engineering to enhance FactSet’s products
• Provide user training and support the development of training programs
• Facilitate transition from implementation phase to support

Principal Implementation Specialist – Reporting

Scrum Master

• Ensure Agile teams are practising core agile values
• Actively shield teams from interference
• Provide tools to identify and remove impediments
• Mentor teams towards being self-managed and cross-functional
• Foster a supportive team environment
• Partner with Product Owners to manage the backlog
• Facilitate Agile events
• Identify team capacity and manage trade-offs
• Mentor outcomes rather than outputs
• Create a psychologically safe environment for teams
• Support progress reporting and metrics for self-inspection
• Contribute to corporate communications efforts

Systems Engineer

• Administer, maintain, and optimize multi-terabyte SQL Server environments (2016+/Azure SQL), emphasizing reliability, performance, auditing, and security.
• Install, configure, and upgrade SQL Server instances across on-premises and cloud environments (Azure SQL Database, Managed Instances, SQL Server on Virtual Machines).
• Lead database upgrades and migrations from older versions (2012/2016/2019) to the latest releases and Azure SQL, including cross-platform migration.
• Ensure audit compliance by designing and enforcing controls for database change management and access management.
• Establish a recurring validation process to measure and confirm the effectiveness of database compliance and control procedures.
• Maintain documented evidence of procedural testing and validation to support internal and external compliance reviews.
• Implement high availability (HA) and disaster recovery (DR) solutions (AlwaysOn Availability Groups, Failover Clustering, Log Shipping, Backups/Restores).
• Implement SQL Server Audit specifications to monitor access, schema changes, privileged account usage, and failed logins.
• Automate role/user/permission changes and auditing using T-SQL, PowerShell, and SQL Agent Jobs.
• Ensure database encryption (TDE, column-level), data masking, and compliance with FactSet security policies.
• Collaborate with cross-functional teams to define requirements and successfully deliver database and security solutions.
• Participate in rotational on-call support and scheduled maintenance activities (patching, audits).