Hoosier Financial Planning · 1 hour ago
Senior Product Manager – Performance Solutions
FactSet is a company that creates flexible, open data and software solutions for investment professionals worldwide. The Senior Product Manager for Performance Solutions will oversee the lifecycle of FactSet’s performance product suite, ensuring it meets client needs and integrates GIPS-compliant reporting within the broader performance ecosystem.
ConsultingCustomer ServiceFinancial ServicesPersonal Finance
Responsibilities
Develop deep expertise in institutional performance workflows, including performance calculation, attribution, reporting, and GIPS compliance
Understand end-market dynamics, regulatory drivers, client operating models, and competitive offerings across both performance and GIPS solutions
Proactively validate market opportunities through client engagement, data analysis, and feedback to ensure solutions are valuable, viable, usable, and scalable
Define and track success metrics including product adoption, engagement, retention, ASV, and support cost efficiency
Contribute to the product vision and roadmap for FPS, inclusive of GIPS capabilities, in alignment with FactSet’s broader Performance and Analytics strategies
Partner with Senior Principal and Principal Product leadership to ensure FPS and GIPS priorities are aligned with firm-type strategies and long-term platform direction
Define how GIPS capabilities integrate across FPS components such as calculation, data management, reporting, and governance workflows
Act as a product evangelist, clearly communicating strategy, trade-offs, and priorities across stakeholders
Partner with Sales and Marketing on market validation, positioning, and growth opportunities related to FPS and GIPS
Lead cross-functional teams to deliver on product vision, goals, and roadmap commitments
Plan releases, prioritize initiatives, and clearly define scope, user needs, and success criteria
Translate complex performance and GIPS requirements into actionable product requirements and acceptance criteria for engineering teams
Collaborate with UX Design to ensure workflows are intuitive, compliant, and scalable for sophisticated institutional users
Partner with Product Marketing and Sales Enablement on go-to-market messaging, client education, and adoption strategies
Set realistic launch goals, monitor outcomes, iterate quickly, and continuously refine based on client and market feedback
Serve as a subject matter expert for FPS and GIPS, supporting client conversations, escalations, and strategic engagements
Monitor post-launch product health, including support escalations, usability issues, and operational efficiency
Identify opportunities to reduce complexity, improve client experience, and lower long-term support costs through better product design
Monitor the ongoing performance of products post-launch, ensuring they continue to meet client needs
Qualification
Required
Bachelor's degree in STEM, finance, economics, or a related field, or equivalent professional experience
7–10 years of relevant experience, ideally in product management, performance solutions, or a related field
A product-first mindset, with a strong focus on understanding client problems, defining clear goals, and experimenting to find the best solutions
Proven ability to lead and inspire cross-functional teams, with the ability to influence stakeholders across engineering, design, and sales without direct authority
Strong decision-making skills, including the ability to balance competing priorities and confidently say no to misaligned demands
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
Hoosier Financial Planning
Hoosier Financial Planning, is an investment management and advisory firm.
Funding
Current Stage
Early StageRecent News
MarketScreener
2025-02-07
GlobeNewswire News Room
2025-01-22
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