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FactSet
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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

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📋 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
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