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.
Build the Future of Trading Technology
At FactSet (LiquidityBook), implementations aren't project management roles. They're business leadership roles.
As a Senior Implementation Consultant, you'll own the most important phase of a client's journey: turning a signed contract into a successful trading operation. You'll work directly with hedge funds, asset managers, traders, operations teams, compliance officers, custodians, and brokers to design and launch workflows that power millions of dollars in daily trading activity.
This role sits at the center of our business. You'll partner with Product, Development, Support, Sales, and Executive Leadership while acting as the primary owner of client outcomes.
If you're someone who enjoys solving complex problems, influencing teams, building client relationships, and taking ownership of results, this is an opportunity to accelerate your career in fintech.
Many of our strongest future leaders in Product, Sales, Client Success, and Operations start in Implementation because nowhere else in the organization
provides the same exposure to clients, technology, and business strategy.
Why This Role Matters
Implementations are where strategy becomes reality.
As a Senior Implementation Consultant, you'll help hedge funds and asset managers transform how they trade, manage risk, and operate their businesses. You'll own client onboarding from kickoff through go-live, serving as the primary driver of successful outcomes and long-term client success.
This role sits at the intersection of clients, technology, and business strategy. You'll work directly with traders, operations teams, compliance professionals, brokers, and custodians while partnering internally with Product, Engineering, Support, and Sales.
If you're looking for a role that combines client leadership, problem-solving, project ownership, and exposure to financial markets, this is an opportunity to make a visible impact from day one.
Many of our future leaders in Product, Client Success, Account Management, and Sales Engineering began in Implementation because no other role offers the same level of client exposure, cross-functional collaboration, and ownership of business outcomes.
What You'll Do
- Lead end-to-end onboarding projects for hedge funds and asset managers.
- Serve as a trusted advisor and primary point of contact for clients.
- Gather and translate business requirements into scalable solutions.
- Configure trading workflows, connectivity, compliance rules, and user environments.
- Coordinate with brokers, custodians, and third-party technology providers.
- Partner with Product, Engineering, Support, and Sales to deliver successful client outcomes.
- Manage project timelines, risks, dependencies, and stakeholder expectations.
- Influence product direction through direct client feedback and industry insights.
What We're Looking For
- 4-7 years of experience in implementations, consulting, client success, fintech, capital markets, or related fields.
- Strong project ownership and stakeholder management skills.
- Excellent communication, problem-solving, and analytical abilities.
- Interest in financial markets, investment management, and trading technology.
- Ability to manage multiple priorities in a fast-paced client environment.
- Bachelor's degree in Finance, Economics, or a related discipline required or equivalent experience
Preferred
- Experience with OMS, EMS, PMS, or other financial technology platforms.
- SQL, Python, or database experience.
- Knowledge of FIX protocol and electronic trading workflows.
Locations: New York, NY
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
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.
Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.
The budgeted amount range for this position in New York is $96,000 -$120,000
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 www.factset.com 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
Skills Required
- Bachelor's degree or equivalent
- 2-3 years of experience in a relevant role
- Excellent analytical thinking and problem-solving skills
- Ability to manage multiple projects and client expectations
- Exceptional communication and relationship-building abilities
- Technical aptitude and enthusiasm for learning new technologies and languages
- Strong interest in and understanding of financial markets and the investment process
- Ability to work in a team setting and meet strict deadlines
- Experience with databases and knowledge of SQL
- Familiarity with Java and/or Python
- Working understanding of the FIX protocol
- Legally authorized to work in the United States without employer sponsorship
Factset Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Factset and has not been reviewed or approved by Factset.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, spanning medical, dental/vision in some descriptions, and life and disability insurance. Company-wide wellness days and region-specific add-ons (e.g., Vitality PMI, Bupa dental, Health Shield cashback) further reinforce a strong health-and-wellbeing offering.
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Retirement Support — Retirement savings support is consistently included as part of the core package through retirement savings plans. The presence of these programs is framed as a meaningful component of total rewards beyond base salary.
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Equity Value & Accessibility — An employee stock purchase program is highlighted as a standard part of the total rewards package. This provides a pathway to share ownership alongside cash compensation.
Factset Insights
What We Do
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year. As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.
