Senior Specialist, Client Solutions

Job Location: New York, NY

Working Environment: Hybrid

Your Team's Impact 

FactSet’s Research Management System (RMS) facilitates our clients’ investment research process by allowing them to store and share notes, documents, and other critical information related to their internal research and due diligence processes. The RMS is a suite of workflow-driven solutions tailored to the needs of each client, helping boost cross-firm collaboration, maintain compliance, and ensure research continuity. Our RMS solution combined with the content and tools of the core workstation, and together with other specialty solutions such as Portfolio & Performance Analytics, put FactSet in the unique position to offer an end-to-end research and investment workflow solution.

The Internal Research Notes (IRN) product is the core of our research management offering to Asset Manager, Asset Owner, and Wealth clients. The Americas Asset Owner team is dedicated to implementing IRN at new Asset Owner clients as well as supporting our existing client base. During implementations, the team’s primary objective is to successfully gather requirements, project plan, and build out workflows. They will also oversee relationships across a wide user base, providing expertise on advanced IRN projects and workflows to our clients. In this role, you will work with new and existing clients to identify and configure optimal organizational and research management strategies.

What You'll Do 

Pre-Sales & Implementation

• Collaborate with Sales as necessary during the sales cycle to ensure prospects have full
  insight into the breadth of functionality available from deployment of our RMS solutions
• Assist with definition and setup of trials for prospects
• Define, design, and implement solutions and IRN best practices for clients spanning Asset
  Managers, Hedge Funds, Wealth Management, Asset Owner firms, etc. with a focus on Asset Owner firms
  • Implement IRN for new clients that can vary from small implementations to large-scale
    deployments
  • Implement IRN for new teams or implement new advanced workflows at existing clients
• Gather detailed requirements from clients, document these requirements in Statements of
  Work and develop implementation project plans
• Advise on and create optimal proprietary processes that are tailored to individual clients and
  the various firm types that use IRN
• Follow best practices for IRN Implementations (Statements of Work, Implementation RPDs,
  client updates and communication)

Strategic Consulting & Client Retention

• Derive a strategic plan for your book of clients to optimize the value your clients receive from
  IRN
• Proactively involve the FactSet generalists’ teams in your advanced project work
• Collaborate with the FactSet generalists’ teams and RMS Sales to act on at-risk/low-usage
  clients by sharing IRN enhancements and new functionality with the users
• Serve as a subject matter expert for IRN functionality and advanced projects
• Identify opportunities to expand RMS and larger FactSet footprint across your book of clients
• Understand our RMS product strategy, enhancements, and roadmap
• Collaborate with IRN PD/Engineering to ensure client feedback is properly communicated into
  product enhancements

What We're Looking For 

Required Skills 

• Bachelor’s degree required
• 2+ years of industry related experience
• Proactive and independent work ethic
• Exceptional analytical and problem-solving skills
• Excellent presentation skills, written and oral communication skills
• Demonstrated critical thinking abilities
• Client obsession mentality - dedication and focus on guiding clients towards optimal solutions
• Knowledge of RMS workflows and IRN, or strong interest in working with IRN
• Prior experience supporting RMS clients and/or FactSet workstation is preferred
• Understanding of Asset Owner, Asset Manager, and Wealth workflows preferred, with the
  understanding that this role will focus primarily on Asset Owners

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. 

The budgeted salary range for this position in the state of New York is $90,000 - $105,000.

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future