Vice President of Implementation, Factset
$160-200k
+ Employee stock purchase program
More information about location
Office located in West 33rd Street, NY
Business data & analytics for finance
Be an early applicant
Business data & analytics for finance
1001+ employees
Be an early applicant
$160-200k
+ Employee stock purchase program
More information about location
Office located in West 33rd Street, NY
1001+ employees
Company mission
To help investment professionals throughout the world by providing analytical insight from raw financial data.
Role
Who you are
- Bachelor’s degree required; Master’s degree preferred
- 13-15+ years of progressive experience in financial services or fintech, including substantial management responsibility and a proven track record in PMS onboarding or portfolio management technology implementation
- Deep expertise in PMS integration, workflow configuration, and client-driven process enhancements within asset management and hedge fund environments
- Advanced understanding of industry trends in investment technology, trading workflows, and data integration
- Exceptional stakeholder management and executive communication skills
- Broad knowledge of business operations, technical product portfolios, and cross-functional organizational strategy
- Proven ability to develop talent and instill best practices in PMS onboarding
- Strong financial, analytical, and resource management acumen
- Ability to thrive in a fast-paced, matrixed environment, managing competing priorities and strict deadlines
What the job involves
- Join our high-impact Implementation team as VP, where you will drive the strategic execution and delivery of onboarding initiatives for hedge funds and asset managers
- As a senior leader, you’ll interface with top-tier clients and external partners to innovate and optimize operational and technical onboarding processes—including deep expertise in Portfolio Management System (PMS) implementation
- Your leadership will help set visionary standards for service excellence, shaping the future of trade execution and portfolio management integration across the organization
- This hybrid 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 deployment of FactSet’s PMS and related solutions
- With financial responsibility for an independent regional budget and direct oversight of projects impacting significant ASV, your strategic vision and PMS onboarding experience will directly advance FactSet’s business objectives and drive client success in the investment management sector
- Serve as executive sponsor for major PMS implementation 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 teams, ensuring meticulous configuration, integration, and process alignment aligned with clients’ investment workflows and objectives
- Mentor, recruit, and develop implementation professionals with PMS expertise; cultivate a high-performing team with advanced technical and client-facing skills
- Foster a culture of continuous improvement, accountability, and innovation in PMS onboarding practices
- Drive revenue generation and cost optimization through strategic allocation of resources with a focus on PMS and related software delivery
- Manage the regional budget, ensuring accurate forecasting and alignment with organizational targets
- Build and maintain strong relationships with executive-level clients and external partners, addressing complex needs, resolving challenges, and ensuring FactSet’s PMS solutions deliver tangible results
- Proactively anticipate client requirements for PMS integration and tailor delivery strategies to maximize efficiency, data integrity, and business impact
- Stay abreast of industry advances in PMS, portfolio analytics, and investment technology, applying insights to optimize client engagement and solution implementation
- Represent FactSet’s PMS offering within industry forums and client workshops; share best practices and innovative ideas in PMS onboarding
- Collaborate with Product, Engineering, Sales, and other leaders to continuously enhance PMS solutions based on client feedback and industry trends
- Align regional implementation strategy for PMS offerings with FactSet’s broader business goals
Our take
FactSet is an S&P 500 company creating flexible, open data solutions for investment professionals around the globe. The company was founded at the end of the 1970s, when the prominence of computers spurred the founders to find a way to deliver computer-based financial information. In doing so, FactSet revolutionized the delivery of this data to clients, which had previously been by messenger and on paper.
Investors use FactSet to access instant financial data and analytics that educate their investment decisions. In 2022, FactSet for CRM launched on the Salesforce AppExchange; reaching users looking to get a complete, reliable view of current and prospective customers. As it has grown, the company has continuously responded to changes in the market, and innovated its operations.
As part of the company’s efforts to help clients modernize and improve their market data technology, FactSet partnered with data and analytics company BMLL to offer order book history and analytics in the cloud. The company has also made steps into the cryptocurrency space by collaborating with Coin Metrics, integrating Coin Metrics’ digital assets data into its solutions, whilst embarking on a series of strategic fintech acquisitions over 2023 and 24.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
11% employee growth in 12 months
Company
Funding (1 round)
May 2003
$0.2m
SEED
Total funding: $0.2m
Company benefits
- A competitive package offering generous paid time off for personal, vacation, parental, and medical leave.
- Comprehensive health coverage for employees and their families, at little or no cost to employees.
- Discounted services at gyms and wellness facilities.
- Free working lunch in the office Monday through Thursday.
- A social community involved in sports, charities, and in-office events.
- Certification reimbursement for eligible expenses related to the CFA, IPM, CAIA, and FRM exams.
Company HQ
Norwalk, CT
Leadership
Phil Snow
(CEO)Has worked at FactSet since 1996, including in various leadership roles within Global Content Sales and Americas Sales.
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