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FactSet · 7 hours ago

Director, Wealth Strategist

Norwalk, CT

Full-time

Hybrid

Senior Level, Lead/Staff

$160K/yr - $225K/yr

10+ years exp

FactSet is a global leader in flexible, open data and software solutions for investment professionals. The Wealth Strategist will develop insights on user needs and market trends to inform strategic priorities for the FactSet Wealth Platform.

AnalyticsFinanceFinancial ExchangesFinancial ServicesInsurTechSoftware

Culture & Values

No H1B

Responsibilities

Analyze industry trends, TAM, competitive landscape, and client workflows to inform Wealth Management business priorities

Develop a deep understanding of the Wealth Management segment, including market context, challenges/opportunities, client workflows, high-level industry trends, value drivers, competitive dynamics, client build vs. buy decisions, and the regulatory landscape

Engage regularly with key clients and stakeholders to understand their needs, priorities, and workflows

Recommend strategic themes and portfolio priorities to pursue, including plans to differentiate our offering in the market, achieve revenue goals, and identify products or features to build, buy, or partner

Serve as a subject matter expert and thought partner for stakeholders across the organization, including Product Managers (feature development), Engineers (implementation), and Sales (go-to-market execution)

Present FactSet’s Wealth Strategy to clients and partners during key sales processes

Influence and collaborate with stakeholders across the organization to ensure successful strategy execution

Provide input to business leaders on acquisition, partnership, or build decisions to address portfolio gaps

Qualification

Wealth Management experienceProduct strategy developmentData-driven problem solvingMarket analysisCommunication skillsInfluencing skillsClient engagementTeam collaboration

Required

10+ years of experience in a wealth management firm or product strategy / development in a financial software organization

Bachelor's degree or equivalent

Thorough understanding of key Wealth Management roles and workflows, with emphasis on key personas such as Home/CIO Office Research & Portfolio Management, Advisors & Investors

Ability to work effectively in a matrixed organization and influence without direct authority

Structured and data-driven problem solver

Proven track record of deriving insight and synthesizing trends and customer needs from diverse data sources

Strong communication skills and ability to advocate for ideas, both verbally and in written form

Willingness to travel