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.
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The Senior Director, Client Intelligence Technology, will serve as the strategic technology partner to product leaders across FactSet's Research Intelligence, Advisor & Client Intelligence, Capital Markets, and Quantitative Analytics businesses. Reporting directly to the CTO, this senior leadership role is responsible for defining and executing the technology strategy, delivery, and ongoing operation of products across these distinct but connected businesses. This hybrid position is open to candidates based in New York, Norwalk, London and India.
This position will lead a global engineering team through a period of platform modernization, accelerating the transition to cloud-native, AI-powered, and agentic solutions while ensuring operational excellence, product quality, security, and regulatory compliance. With responsibility for technology outcomes across four strategic businesses, this role provides the opportunity to directly influence product innovation, client value, and key business outcomes, helping drive FactSet's continued growth. The portfolio of businesses includes:
Capital Markets provides industry-leading technology and workflow solutions for investment bankers, dealmakers, and private capital professionals, including FactSet AI for Banking, research and modeling applications, pitchbook creation tools, and private capital GP solutions.
Research Intelligence simplifies and connects the research lifecycle for investors, advisors, and enterprises. The business delivers capabilities across screening, multi-asset market analysis, document and event intelligence, company modeling, and internal and investor research management.
Advisor & Client Intelligence (ACI) delivers a modern, web-based, agentic platform that combines analytics, content, and workflows to provide a unified advisor experience. Designed to help advisors operate more efficiently, deepen client relationships, and drive business growth, ACI delivers solutions across three core workflow areas: Security (Funds, ETFs, Options, Structured Products, Approved Lists), Portfolio (Advisor Dashboard, PropGen, Portfolio/Model Management), and Client (Intelligent Prospecting, Widgets, Investment Dashboard).
Quantitative Analytics delivers quantitative research and portfolio construction solutions.
Key Responsibilities:
Own the end-to-end technology strategy, roadmap, and execution for the Client Intelligence portfolio including Capital Markets, Research Intelligence, Quantitative Analytics, and Advisor & Client Intelligence, driving innovation and technological differentiation across each business.
Partner closely with Product Management, Design, and business leaders to translate commercial strategy into a prioritized, outcome-driven engineering plan.
Drive modernization initiatives, advancing the transition to web-based, agentic platforms while embedding AI and GenAI capabilities (e.g., FactSet AI for Banking) into core client workflows.
Lead, scale, and develop a globally distributed, multidisciplinary engineering organization while maintaining high standards for delivery, velocity and quality.
Ensure the reliability, scalability, security, and performance of production services, establishing clear SLAs/SLOs and a culture of operational excellence.
Set and enforce engineering standards and architecture governance across code quality, testing, CI/CD, and cloud-native development.
Own the portfolio's technology financials including budgeting, headcount planning, vendor and partner management, and build-vs-buy decisions.
Attract, retain, and develop top engineering talent; build succession plans and a high-performance, inclusive team culture.
Represent technology in executive forums, providing transparent reporting on delivery health, risks, and investment trade-offs.
Champion data governance, regulatory, and compliance requirements relevant to financial services and wealth-management clients.
Required Skills:
15+ years of technology experience, including 5+ years leading engineering organizations at scale, ideally within financial technology, capital markets, or wealth/advisor platforms.
Proven track record delivering complex, cloud-native SaaS products and platforms in an agile environment.
Deep technical breadth across modern web application architecture, microservices, APIs, and distributed systems, with the hands-on credibility to guide architectural decisions.
Experience embedding AI/ML or GenAI/agentic capabilities into enterprise products.
Strong understanding of data platforms, real-time market and financial data delivered at scale.
Demonstrated success leading multi-site, globally distributed teams across different time zones and cultures
Strong business and financial acumen, with experience managing budgets, forecasting, and portfolio-level investment decisions.
Experience operating in a regulated environment with a strong appreciation for security, privacy, and compliance.
Leadership and Behavioral Competencies
Strategic vision balanced with a bias for execution and measurable outcomes.
Inspirational leader who builds trust, develops talent, and fosters an inclusive, collaborative culture focused on delivering exceptional business outcomes.
Strong executive presence and communication skills; able to influence and align stakeholders across technology, product, and key areas of the business.
Customer-obsessed, with a relentless focus on delivering value to advisors, dealmakers, investors, and enterprise clients.
Comfortable navigating ambiguity, driving change, and leading through transformation.
Demonstrates sound judgment and decisiveness, with the ability to make thoughtful trade-offs that balance competing priorities under real-world constraints.
Collaborative and outcome-oriented, building alignment, influencing stakeholders, and driving results across a matrixed organization.
Technically credible leader who balances strategic vision with deep technical expertise, earning the respect of engineering teams and driving well-informed architectural, technology, and investment decisions.
Education:
Bachelor's degree in Computer Science, Engineering, or a related technical field required.
Advanced degree (MS or MBA) preferred.
The budgeted amount range for this position in the State of Connecticut and New York City is $200,000 - $260,000.
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
- 15+ years of technology experience, including 5+ years leading engineering organizations at scale
- Proven track record delivering complex, cloud-native SaaS products and platforms in an agile environment
- Deep technical breadth across modern web application architecture, microservices, APIs, and distributed systems
- Experience embedding AI/ML or GenAI/agentic capabilities into enterprise products
- Strong understanding of data platforms and delivering real-time market and financial data at scale
- Demonstrated success leading multi-site, globally distributed teams across time zones and cultures
- Experience managing budgets, forecasting, vendor/partner management, and portfolio-level investment decisions
- Experience operating in regulated environments with strong appreciation for security, privacy, and compliance
- Bachelor's degree in Computer Science, Engineering, or related technical field
- Advanced degree (MS or MBA)
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.
