FactSet · 2 months ago
VP, Implementation
United States, New York, 111 West 33rd Street
Full-time
Hybrid
Senior Level, Lead/Staff
$160K/yr - $200K/yr
13+ years expFactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide. As the VP of Implementation, you will drive the strategic execution and delivery of onboarding initiatives for hedge funds and asset managers, interfacing with top-tier clients to optimize operational and technical onboarding processes.
AnalyticsFinanceFinancial ExchangesFinancial ServicesInsurTechSoftware
No H1B
Responsibilities
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
Qualification
Required
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
Benefits
Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays
Family leave
Company-wide wellness days
Flexible work accommodations
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.
Company
FactSet
FactSet is a financial research company that offers risk analytics tools and data for institutional investors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1996-06-28IPO
Leadership Team
Kate Stepp
Chief Technology Officer
Helen Shan
EVP and Chief Financial Officer
Recent News
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