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.
Your Team's Impact
Join our high-impact teams as Director of Implementation & Support, where you will drive the strategic execution and delivery of onboarding initiatives for our institutional buy-side & Wealth Management clients globally. As a senior leader, you'll oversee implementation as well as day-to-day support teams responsible for deploying FactSet's LiquidityBook Order Management System (OMS) while interfacing with top-tier clients and external partners to innovate and optimize operational and technical onboarding processes. You will help set visionary standards for service excellence, shaping the future of trade execution across the organization. This role offers the ideal balance of collaborative partnership and autonomy enabling you to build relationships, drive results, and advance FactSet's reputation as a best-in-class solutions provider.
You will be responsible for maximizing client value through seamless global deployment of FactSet's LiquidityBook OMS solutions with direct oversight of projects impacting significant ASV. Your strategic vision and OMS onboarding experience will directly advance FactSet's business objectives and drive client success across the buy-side and wealth management.
What You'll Do
Lead, mentor, recruit, and develop geographically distributed implementation and support teams with deep OMS expertise; cultivate high-performing professionals with advanced technical and client-facing skills across North America, EMEA, and APAC.
Foster a culture of continuous improvement, accountability, and innovation in OMS onboarding practices.
Serve as executive sponsor for major projects guiding project lifecycle from discovery through deployment, with deep involvement in requirements gathering, kick-off, and milestone reviews.
Oversee complex onboarding initiatives for client asset management and hedge fund teams across global markets, ensuring meticulous configuration, integration, and process alignment with clients' investment workflows and objectives.
Establish and enforce globally consistent implementation standards, frameworks, and methodologies for OMS deployments across all regions.
Drive revenue generation and cost optimization through strategic allocation of global resources with a focus on OMS and related software delivery.
Build and maintain strong relationships with executive-level clients and external partners across global markets, addressing complex needs, resolving challenges, and ensuring FactSet's OMS solutions deliver tangible results.
Proactively anticipate client requirements for OMS integration and tailor delivery strategies to maximize efficiency, data integrity, and business impact.
Stay abreast of industry advances in OMS EMS, PMS, portfolio analytics, and investment technology globally, applying insights to optimize client engagement and solution implementation.
Collaborate with Product, Engineering, Sales, Customer Success and other leaders globally to continuously enhance OMS solutions based on client feedback and industry trends.
Align global implementation strategy for LiquidityBook OMS offerings with FactSet's broader business goals, ensuring regional teams operate cohesively toward unified objectives.
Partner with product leadership to provide on-the-ground client insights that inform the OMS product roadmap.
What We're Looking For
Required Skills
Bachelor's degree
At least 13 years of progressive experience in financial services, trading environments or fintech, including a proven track record in OMS onboarding and technology implementation.
Demonstrated leadership experience leading geographically distributed teams across multiple regions, with the ability to drive alignment and performance at a global scale.
Deep expertise in LiquidityBook OMS or comparable OMS platforms—including workflow configuration, order routing, and client-driven process enhancements within buyside environments.
Advanced understanding of industry trends in investment technology, order management, trade execution, and data integration.
Exceptional stakeholder management and executive level communication skills
Broad knowledge of business operations, technical product portfolios, and cross-functional organizational strategy.
Ability to thrive in a fast-paced, matrixed environment, managing competing priorities and strict deadlines across global teams.
Proficiency in project management tools and methodologies (e.g., Jira, Smartsheet,)
Desired Skills
Experience with Portfolio Management Systems (PMS) such as Advent Geneva, BlackRock Aladdin, or similar platforms
Exposure to EMS platforms and an understanding of how OMS and EMS systems interact within a trading technology stack
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 flexible “moments that matter” 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.
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
- At least 13 years of progressive experience in financial services, trading environments or fintech, including OMS onboarding and technology implementation
- Demonstrated leadership experience leading geographically distributed teams across multiple regions
- Deep expertise in LiquidityBook OMS or comparable OMS platforms (workflow configuration, order routing, client-driven enhancements)
- Advanced understanding of investment technology, order management, trade execution, and data integration trends
- Exceptional stakeholder management and executive-level communication skills
- Broad knowledge of business operations, technical product portfolios, and cross-functional organizational strategy
- Ability to manage competing priorities and strict deadlines in a fast-paced, matrixed environment
- Proficiency in project management tools and methodologies (e.g., Jira, Smartsheet)
- Experience with Portfolio Management Systems (PMS) such as Advent Geneva or BlackRock Aladdin
- Exposure to EMS platforms and understanding of OMS-EMS interactions
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.
