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.
Are you an experienced professional with a passion for trading solutions and client engagement? FactSet is seeking a dynamic Regional Director, EMS Sales to join our team. As an industry leader focused on expanding our footprint within Tier 1 Buy Side organizations in the Asset Manager and Hedge Fund space, we are looking for someone who possesses an extensive network across the trading community and a deep understanding of multi-asset trading.
In this role, you will develop expert-level knowledge of FactSet Trading products and the investment workflows of our clients, leveraging your familiarity with O & EMS technology and the competitive landscape to identify new business opportunities. You will be instrumental in managing the sales cycle, showcasing FactSet's portfolio management and trading solutions capabilities, and driving our continued success and growth. If you're passionate about the future of trading solutions and eager to make a significant impact in this field, we invite you to join us on this exciting journey.
Responsibilities
Develop an expert level knowledge of FactSet Trading products (OEMS) and the investment workflows of clients
Use client and industry relationships to identify new business needs and sales opportunities
Diligently drive the client sales cycle, and manage the sales pipeline
Effectively demonstrate FactSet’s PM & Trader solutions capabilities across the front office workflow
Call into new groups and potential users to increase FactSet’s footprint at assigned accounts
Maintain updated industry and FactSet product knowledge, to leverage innovative ideas that help grow the overall business
Assist with planning, coordination & execution of account strategy
Maintain detailed, actionable notes within CRM/SalesForce
Some travel may be required
Required Skills
BA or BA degree is required
Minimum of eight years of working experience, in a client facing capacity
Demonstrated understanding of Trading Solutions
Proven ability to effectively explain complex, technical concepts in a clear, concise manner
Excellent presentation skills and ability to engage an audience whether in-person, via telephone or web conference
Excellent verbal and written communication; Exceptional interpersonal skills
Proven ability to interact effectively with various client groups and stakeholders
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.
The budgeted amount range for this position in the State of California and New York City is $180,000 - $210,000
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
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.
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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.
