Your Team's Impact

The Account Manager functions as a technical account manager for a book of FactSet’s EMS (Execution Management System), Portware.  They work closely with the product and engineering teams, as well as Implementation Team, and Support teams.  They are responsible for retention of the client by developing bilateral collaboration and trust with the client and advocating internally for the client’s goals and requests.  The role requires business acumen, technical insight, and customer relationship skills at a high level. 
 
They are tasked with managing and implementing a book of work focused on delivering new features of the EMS and projects driven by client need.  Projects and efforts include product upgrades, workflow changes, new asset class and trading strategy implementations, broker and liquidity provider connectivity, new user training, updates to the front-end GUI, and creation of client facing reports.  

What You'll Do

• Participated in the pre-sale process to assess client needs before the start of implementation. 
• Create a strategy and set objectives for each client account. 
• Participate in the requirements gathering process at the onset of implementation projects as well as during the day-to-day process to ensure that the appropriate resources are allocated. 
• Champion customers’ current and anticipated needs through effective partnerships. 
• Act as a client advocate internally to create visibility of client needs. 
• Focus activities on the clients’ business and priorities. 
• Identify business opportunities that support FactSet objectives. 
• Work with Product Management, Support, and Development as well as Sales and Pre-Sales Engineering to ensure efficient and cost effective client implementations. 
• Work with Support on resolution of any issues. 
• Act as a role model to inspire higher standards, efforts, and results in others.

What We're Looking For

Required Skills

•  Bachelor’s degree in Economics, Business, Computer Science or a related field. 
• Minimum 5 years in financial markets front office environments with core knowledge of market structures across multiple asset classes and types.  
• Experienced project manager with the ability to drive and deliver concurrent, significant, and priority conflicting projects to completion.  
• Experience as a technical business analyst with deep understanding of translating business needs into functional requirements.    
• Hands on experience with SQL, including but limited to ability to create complex SQL queries.  
•  Experience working directly with software engineers/developers as well as Technical Architects on business requirements.  
• Experience with securities trading (FX or Fixed Income strongly preferred, other asset classes such as derivatives and equities a plus). 
• Experience with the FIX protocol and its practical application.   
• Demonstrated commitment to learning and gaining from both successes and failures.  
• Experienced logical, systematic, conceptual, and practical thinker.  
• Understand EMS system and its components both holistically and separately. OMS experience is a nice to have.  
• Competency to execute at varying levels of work from operational to strategic. 
   

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:

• Contributing to a firm with over 40 years of consecutive growth, named a 2023 Best Place to Work by Glassdoor and led by a top-rated CEO Talent Champion.
• 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 companywide 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, sustainability, and inclusivity, where collaboration is always encouraged, and individuality drives solutions.
• Career progression plans with dedicated time each month for learning and development.
• Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management.

Learn more about our benefits here.

Returning from a break?

We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.