Director, Wealth Strategist

FactSet

New York City, NY, USA
Base: $160,000 - $225,000; bonus/equity: not speci...
Hybrid
10+ years wealth management experience
Product strategy in financial software
Understanding of wealth management workflows
The role involves developing FactSet's point of view on user needs, market dynamics, and competitive trends within the Wealth Management segment

Job Summary

  • The role involves developing FactSet's point of view on user needs, market dynamics, and competitive trends within the Wealth Management segment.
  • Candidates will collaborate with department leaders to provide market insights that inform business and product planning while serving as a thought partner for stakeholders.
  • FactSet offers a culture of inclusivity, flexible work accommodations, and career progression planning with dedicated time for learning and development.

Matching Summary

The role involves developing FactSet's point of view on user needs, market dynamics, and competitive trends within the Wealth Management segment.

Salary

Base: $160,000 - $225,000; Bonus/Equity: Not specified; Benefits: Health, life, disability insurance, retirement savings, employee stock purchase program

Skills & Requirements

Must-have

  • 10+ years wealth management experience
  • Product strategy in financial software
  • Understanding of Wealth Management workflows
  • Data-driven problem solving skills
  • Ability to influence without authority

Nice-to-have

  • Subject matter expert in competitive landscape
  • Experience with acquisition or partnership decisions
  • Strong verbal and written communication
  • Willingness to travel globally
  • Collaboration in matrixed organization

Key Requirements

  • Bachelor's degree or equivalent
  • 10+ years experience in wealth management or financial software
  • Legal authorization to work in US without sponsorship

Work Rights

Must be legally authorized to work in the United States without employer sponsorship

Tailored Resume

Cover Letter