Director of Technology Partnerships, Factset
Business data & analytics for finance
Be an early applicant
Business data & analytics for finance
1001+ employees
Be an early applicant
1001+ employees
Company mission
To help investment professionals throughout the world by providing analytical insight from raw financial data.
Role
Who you are
- The Director of Technology Partnerships will work for the Head of Enterprise Growth Initiatives and with the FactSet Executive and Leadership team and will require a leader who brings an entrepreneurial mindset who is highly collaborative, execution oriented, persuasive and results driven
- A strong understanding of technology trends, Generative AI, and how technology can be applied to FactSet’s business and client segments including Asset Management, Banking, Wealth will be highly advantageous
- Experience in business development or strategic planning of a technology or fintech, investment banking technology analyst, venture capital or finance will be highly advantageous
- Experience in Technology Investment Banking, Strategic Planning, Venture Capital or Generative AI
- Business Development, Sales, Venture Capital
- Down to earth, authentic straight shooter who is highly collaborative
- A strategic thinker who can see where the puck is headed and differentiate between fads and major trends
- Strong ability to conduct due diligence and say no to many firms that are not the right fit for the FactSet business model
- Excellent presence and communication with C-level executives
- Disciplined, self-starter with strong follow through
- Passion for generative AI and the ability of technology to truly transform business models and help identify new waves of FactSet’s growth
- Ability to make decisions independently and to assume higher-level leadership responsibilities in critical situations
- Excellent interpersonal and communication skills, and proven ability to work effectively with all organizational levels
- Bachelors' Degree
- Minimum of 7-10+ years of experience within Investment Banking, Technology or Venture Capital
- Generative AI subject matter expertise and depth of technology understanding
- Successful track record of achievement in academics and business with a technology and/or AI element
- Excellent analytical and presentation skills with ability to translate analytical findings into actions
- The successful candidate will exemplify the essential leadership behaviors that FactSet has identified as critical to our future growth and corporate culture:
- Operates with Enterprise Mindset
- Leads with Courage and Decisiveness
- Is and Outside-in, Market-Focused Innovation Leader
- Demonstrates a Strategic/Tactical Balance
- Builds Collaborative and Trusting Relationships
- Embraces and Drives Change
- Leads a High-Performing Business Unit
What the job involves
- The Director of Technology Partnerships will be FactSet’s lead representative in the Bay Area to network with both new and established technology and Generative AI firms to identify future partnership opportunities for FactSet, increase our innovation, and scale our AI Partner Program
- The scope of firms will be broad but centered around Fintech and the use of software and technology to help innovate across the FactSet digital platform ecosystem which consists of 200,000 finance professionals across Financial Services and Capital Markets including Asset Management, Investment Banking, Wealth Management, Private Equity, Venture Capital, Hedge Funds and Corporate Industry
- In the traditional market data and software market, FactSet is the leader leveraging technology to innovate and provide next generation solutions, having an API first culture, cloud-enabled, modern user experience and the most advanced Generative AI suite of solutions in the industry
- Key amongst those solutions is our ground-breaking AI Partner Program which provides AI start-ups access to FactSet’s data & clients in a commercially beneficial relationship
- This important new role will be critical in ensuring FactSet maintains our innovation edge, by ensuring we understand the newest technology, solutions and start-ups that can add value to our business and clients, expanding our position as a Data + AI + Workflow provider
- A large part of this role will be technology business development, meeting with fintechs, startups, venture capital, academics and other thought leaders and helping execute commercially beneficial new revenue generating technology partnerships
- Director of Technology Partnerships will develop a streamlined process to introduce the right contacts and companies to the appropriate FactSet leaders, including:
- Sales team responsible for FactSet’s AI Partner Program, which brings fintechs and AI startups into the FactSet ecosystem who are looking to leverage FactSet’s massive data arsenal in their solution Business Development who is looking to make investments or acquire strategic assets Factset’s Generative AI leadership team to ensure FactSet is ahead of the next step in this AI revolution Product and Engineering leaders responsible for building next generation workflow solutions
- Be FactSet’s lead representative in the Bay Area meeting with technology and AI firms to identify software firms to integrate into FactSet’s intelligent platform
- Execute new partnerships and focus on the commercial relationship to drive revenue growth
- Network extensively with venture capital, technology and academic leaders to understand emerging technology trends that will impact fintech and the FactSet business and financial services clients
- Provide a funnel of vetted new technology firms and contacts to key FactSet leaders via a streamlined process to ensure the right opportunities get sourced and coordinated with appropriate GenAI, Product, Engineering, Sales and Business Development Leaders
- Continuously evaluate FactSet’s Business and Technology priorities working across senior leaders to key gaps and needs that technology partners can fulfill
- Write a quarterly report on activity and measure impact
- Develop new, innovative ideas to help grow FactSet’s presence and marketshare through the use of new technology (i.e. Quantum Computing) and AI solutions
- Introduce new firms to the AI Partner Sales team to grow FactSet’s fintech and AI presence with small start-ups who are seeking FactSet’s data assets and strong marketshare in Financial Services
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
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 values
- Future-Focused: We lead with curiosity, ask thoughtful questions, and make smart decisions to stay ahead
- Always Inclusive: We foster a diverse and inclusive community by listening to each other because we know the best ideas can come from anyone, anywhere, at any time
- Client-Centric: We serve as an extension of our clients' teams and go above and beyond to help reach their goals
- Tenacious: We strive to learn and do better every day, helping our clients, our communities, and each other grow
- Solution-Driven: We have a bias for action and measure our success based on what the impac tthat we make
Company HQ
Norwalk, CT
Articles
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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