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.

Are you an experienced professional with a passion for trading solutions and client engagement? FactSet is seeking a dynamic Regional Director, EMS Sales to join our team. As an industry leader focused on expanding our footprint within Tier 1 Buy Side organizations in the Asset Manager and Hedge Fund space, we are looking for someone who possesses an extensive network across the trading community and a deep understanding of multi-asset trading.

In this role, you will develop expert-level knowledge of FactSet Trading products and the investment workflows of our clients, leveraging your familiarity with O & EMS technology and the competitive landscape to identify new business opportunities. You will be instrumental in managing the sales cycle, showcasing FactSet’s portfolio management and trading solutions capabilities, and driving our continued success and growth. If you’re passionate about the future of trading solutions and eager to make a significant impact in this field, we invite you to join us on this exciting journey.

Responsibilities

• Develop an expert level knowledge of FactSet Trading products (OEMS) and the investment workflows of clients
• Use client and industry relationships to identify new business needs and sales opportunities
• Diligently drive the client sales cycle, and manage the sales pipeline
• Effectively demonstrate FactSet’s PM & Trader solutions capabilities across the front office workflow
• Call into new groups and potential users to increase FactSet’s footprint at assigned accounts
• Maintain updated industry and FactSet product knowledge, to leverage innovative ideas that help grow the overall business
• Assist with planning, coordination & execution of account strategy
• Maintain detailed, actionable notes within CRM/SalesForce
• Some travel may be required

Required Skills

• BA or BA degree is required
• Minimum of eight years of working experience, in a client facing capacity
• Demonstrated understanding of Trading Solutions
• Proven ability to effectively explain complex, technical concepts in a clear, concise manner
• Excellent presentation skills and ability to engage an audience whether in-person, via telephone or web conference
• Excellent verbal and written communication; Exceptional interpersonal skills
• Proven ability to interact effectively with various client groups and stakeholders

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.

The budgeted amount range for this position in the State of California and New York City is $180,000 – $210,000

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