Senior Director, Client Intelligence Technology - Hybrid

Location: New York

# Senior Director, Client Intelligence Technology - Hybrid Fact Set  Research Systems Inc.

New York, NYFull-Time Jul 30, 2026

Other##

Job Description Fact Set  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 Fact Set, 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.  The
** Senior Director, Client Intelligence Technology**, will serve as the strategic technology partner to product leaders across Fact Set's Research Intelligence, Advisor & Client Intelligence, Capital Markets, and Quantitative Analytics businesses. Reporting directly to the CTO, this senior leadership role is responsible for defining and executing the technology strategy, delivery, and ongoing operation of products across these distinct but connected businesses.

This hybrid position is open to candidates based in New York, Norwalk, London and India.

This position will lead a global engineering team through a period of platform modernization, accelerating the transition to cloud-native, AI-powered, and agentic solutions while ensuring operational excellence, product quality, security, and regulatory compliance. With responsibility for technology outcomes across four strategic businesses, this role provides the opportunity to directly influence product innovation, client value, and key business outcomes, helping drive Fact Set's continued growth.

The portfolio of businesses includes:
* ** Capital Markets
** provides industry-leading technology and workflow solutions for investment bankers, deal makers, and private capital professionals, including Fact Set AI for Banking, research and modeling applications, pitchbook creation tools, and private capital GP solutions.
* ** Research Intelligence
** simplifies and connects the research lifecycle for investors, advisors, and enterprises. The business delivers capabilities across screening, multi-asset market analysis, document and event intelligence, company modeling, and internal and investor research management.
* ** Advisor & Client Intelligence (ACI)
** delivers a modern, web-based, agentic platform that combines analytics, content, and workflows to provide a unified advisor experience. Designed to help advisors operate more efficiently, deepen client relationships, and drive business growth, ACI delivers solutions across three core workflow areas:
Security (Funds, ETFs, Options, Structured Products, Approved Lists), Portfolio (Advisor Dashboard, Prop Gen, Portfolio/Model Management), and Client (Intelligent Prospecting, Widgets, Investment Dashboard).
* ** Quantitative Analytics
** delivers quantitative research and portfolio construction solutions.
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* Key Responsibilities:

*** Own the end-to-end technology strategy, roadmap, and execution for the Client Intelligence portfolio including Capital Markets, Research Intelligence, Quantitative Analytics, and Advisor & Client Intelligence, driving innovation and technological differentiation across each business.
* Partner closely with Product Management, Design, and business leaders to translate commercial strategy into a prioritized, outcome-driven engineering plan.
* Drive modernization initiatives, advancing the transition to web-based, agentic platforms while embedding AI and GenAI capabilities (e.g., Fact Set AI for Banking) into core client workflows.
* Lead, scale, and develop a globally distributed, multidisciplinary engineering organization while maintaining high standards for delivery, velocity and quality.
* Ensure the reliability, scalability, security, and performance of production services, establishing clear SLAs/SLOs and a culture of operational excellence.
* Set and enforce engineering standards and architecture governance across code…