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.
As a Sales Executive – Trading for FactSet's EMS (Execution Management System), Portware, you are a seasoned commercial leader driving revenue retention and growth across a high-value book of business. You serve as the primary relationship owner and trusted advisor, leveraging deep industry expertise to identify, develop, and close strategic opportunities within your accounts. Partnering closely with Product, Engineering, Implementation, and Support teams, you deliver measurable client value while directly impacting FactSet's revenue growth. This role demands a proven sales professional with the technical depth, business development acumen, and consultative selling skills to retain, expand, and strategically elevate a sophisticated client base.
What You'll Do
Build, manage and execute on a pipeline for FactSet’s Portware Enterprise offering across buy-side clients
Lead the full sales cycle from prospecting and discovery through negotiation and close, partnering with Pre-Sales Engineering to assess client workflows, craft compelling proposals, and win high-value EMS deals against competitors
Proactively identify and convert revenue opportunities by uncovering client pain points around execution quality, workflow inefficiencies, and connectivity gaps, positioning Portware's EMS capabilities and delivering a clear ROI narrative to senior decision-makers
Build and maintain C-suite and executive-level relationships across trading desks, technology, and operations teams establishing yourself as a trusted, long-term strategic partner who understands the evolving demands of modern order and execution management.
Leverage deep knowledge of market microstructure, order routing, algorithmic trading, and multi-asset execution workflows to engage credibly with heads of trading, portfolio managers, and CTOs in highly technical conversations.
Stay current on industry trends including evolving best execution obligations, T+1 settlement impacts, fragmentation across lit and dark venues, and the growing role of AI and automation in trade execution — applying these insights to sharpen your competitive positioning and client conversation
Mentor and inspire junior team members, modeling a high-performance, results-driven sales culture built on accountability, urgency, deep product expertise and continuous improvement.
Serve as a subject matter expert on EMS capabilities, market structure, and trading workflows, leveraging your expertise to differentiate FactSet's offering in competitive situations.
What We're Looking For
Required Skills
Bachelor’s degree in Economics, Business, Computer Science, or a related field or equivalent experience.
10+ years of front-office financial markets sales experience with deep knowledge across multiple asset classes and market structures.
Proven track record of building C-suite relationships and exceeding revenue targets through consultative selling and long-term account management.
Demonstrated ability to close complex, high-value deals navigating multi-stakeholder buying processes across trading, technology, and operations.
Experience collaborating directly with software engineers, developers, and technical architects on business requirements and solution delivery.
Deep expertise in securities trading, FX or Fixed Income strongly preferred; derivatives and equities experience a strong plus.
Advanced understanding of FIX protocol and its practical application across trading workflows and connectivity solutions.
Comprehensive knowledge of EMS platforms and their components; OMS experience a plus
Exceptional communicator with the executive presence to convey complex technical and commercial concepts to senior business and technology audiences.
Ability to operate at both strategic and tactical levels — balancing high-level account planning with hands-on execution and problem-solving.
Job location: New York
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 City is $136,000 -$170,000
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 in Economics, Business, Computer Science, or related field or equivalent experience.
- 10+ years of front-office financial markets sales experience with deep knowledge across multiple asset classes and market structures.
- Proven track record of building C-suite relationships and exceeding revenue targets through consultative selling and long-term account management.
- Demonstrated ability to close complex, high-value deals navigating multi-stakeholder buying processes across trading, technology, and operations.
- Experience collaborating directly with software engineers, developers, and technical architects on business requirements and solution delivery.
- Deep expertise in securities trading, FX or Fixed Income.
- Advanced understanding of FIX protocol and its practical application across trading workflows and connectivity solutions.
- Comprehensive knowledge of EMS platforms and their components.
- OMS experience.
- Exceptional communicator with the executive presence to convey complex technical and commercial concepts.
- Ability to operate at both strategic and tactical levels, balancing account planning with hands-on execution.
- Legally authorized to work in the United States without the need for 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.
