FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access

to financial data and analytics that investors use to make crucial decisions.  

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.  

The Principal Product Manager – Performance Solutions Delivery Architecture is responsible for discovery, strategy, success metrics, planning, launch, and optimization of the client solutioning process from their legacy Performance Solution to FactSet Performance Solution (FPS).  These legacy Performance Solutions include many market solutions, including (but not limited to) SS&C Sylvan, SS&C Anova, Eagle Performance, Confluence StatPro, etc – but will also include clients transitioning from FactSet B-One to FPS.   

This person will represent FactSet as a Performance Subject Matter Expert in client engagements during the solution creation phase of the sales & onboarding lifecycle, which begins during the sales process (pre-contract) and extends throughout the implementation.  This person will work heavily across Product, Sales, Enterprise Hosting, Portfolio Services, Professional Services, and Support Services. 

JOB REQUIREMENTS 

Client Engagement and Solution Design: 

Serve as the Performance Subject Matter Expert in new sales opportunities, particularly for complex, multi-component Performance product sales. 

Partner with Sales, Professional Services, and Managed Services to thoroughly understand client requirements through Product Assessments & Solutions Workshops. 

Design and document Performance solutions tailored to client business requirements. 

Partner with Professional Services to develop and advise on the optimal approach to prioritizing implementation phases. 

Solution Documentation and Implementation Support: 

Produce comprehensive solution design documents to guide the Professional Services team in crafting Statements of Work (SOW) for implementation. 

Establish and document a prioritized gap list for clients, aligned with the implementation timeline and plan, ensuring all stakeholders are informed and engaged. 

Cross-functional Collaboration: 

Work closely with various internal teams (Product, Sales, Enterprise Hosting, Portfolio Services, Professional Services, and Support Services) to ensure cohesive and coordinated efforts in client solutioning and implementation. 

Communicate with various Product teams across Performance and other functional areas to translate client use cases and requirements into actionable product enhancements which are needed as part of the solution design. 

Maintain continuous communication with clients throughout the solutioning and implementation phases to ensure alignment and satisfaction. 

QUALIFICATIONS 

Extensive experience as a Performance Subject Matter Expert, preferably with hands-on experience in transitioning clients from legacy solutions such as SS&C Sylvan, SS&C Anova, Eagle Performance, Confluence StatPro, and FactSet B-One to new performance solutions. 

Strong background in leading client workshops, requirements gathering, and solution design. 

Proven ability to create detailed and actionable solution design documents and implementation plans. 

Demonstrated capability to work collaboratively across multiple internal teams and manage complex projects, inspiring several cross-functional teams to deliver on the product solution and vision without direct authority.  

Bachelor’s degree in STEM, finance, economics, or other relevant field, or equivalent experience  

12+ years relevant experience 

COMPETENCIES: 

Insights: Actively engages with users and prospects to deepen understanding of current user needs and anticipate future needs.  Sought out for expertise on end-market trends and competitors. 

Strategy: Translates company and Firm Type strategies into specific priorities and objectives for their product line department. Evangelizes the strategy across the department and the business line. Proactively drives product sunsets where necessary. Thoughtfully experiments, prioritizes resources and repoints to most valuable problems. 

Execution: Challenges the status quo to extend the limits of what is possible.  Expertly navigates organizational obstacles to crush constraints 

Leadership & Inclusion:  Building reputation as a thought leader and internal subject matter expert.  Has a strong enterprise mindset. Promotes our culture of collaboration across functions. 

Working Environment: Hybrid

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

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: 

The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.

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 company-wide 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 and sustainability, where collaboration is always encouraged, and individuality drives solutions. 

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. 

Learn more about our benefits here. 

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. 

The budgeted amount range for this position in California, Colorado, Connecticut and New York City is $136,000 - $170,000

Company Overview: 

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. 

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify