Director, Wealth Strategist

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.  

Job Location: New York City, Norwalk, Boston, or London

Working Environment: Hybrid

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Your Team's Impact 

FactSet's product suite of industry-leading analytics and unique data empowers Wealth Management professionals worldwide to make informed decisions every day. We are a global organization, unified by a sense of inclusivity and the FactSet spirit of going above and beyond. We continuously look ahead to advance the future and technology of our industry, by rolling up our sleeves to solve tough problems together, and by learning from our successes, as well as our failures.  

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.

What You'll Do 

• 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

What We're Looking For 

Required Skills 

• 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

What's In It For You 

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. 

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

Company Overview: 

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at  and follow us on X and LinkedIn. 

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify