Director, Wealth Strategist

Director, Wealth Strategist

Join to apply for the Director, Wealth Strategist role at Fact Set.

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.

Job Location:

New York City, Norwalk, Boston, or London. Working Environment:
Hybrid.

• 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, Engineers, and Sales.
• Present Fact Set’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.

• 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.

• Opportunity to join an S&P 500 company.
• Health, life, disability insurance, retirement savings plans, discounted employee stock purchase program, paid time off for holidays, family leave, and company-wide wellness days.
• Flexible work accommodations.
• Global community dedicated to volunteerism and sustainability.
• Career progression planning with dedicated time each month for learning and development.
• Business Resource Groups open to all employees.

The budgeted salary range for this position in the states of Connecticut and New York is $160,000 - $225,000.

Fact Set participates in E-Verify.