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.
Location: Norwalk, CT | New York City | Boston
Working Environment: Hybrid
Your Team’s Impact:
The FactSet Dealmakers and Wealth SBU (D&W) is responsible for supporting workflows that cater to wealth, banking and other dealmaking clients. Within D&W, the Wealth and Advisory group focuses on Wealth Management Professionals, Financial Advisors, and their workflows. Most new wealth clients receive hybrid combinations of Data Feed/Web Workstation offerings, and our clients represent the majority of the FactSet Web deployments. We are continually growing our user base and oversee some of the largest deals in FactSet history. Wealth engineering is unique with how closely our engineers work with our sales teams and our clients.
The Strategic Client Engagement engineering group is at the forefront of the partnership between Wealth and FactSet’s clients. This group facilitates client deployments and integrations, tailoring solutions for specific client needs to build lasting partnerships with key technical stakeholders and business contacts at our most notable relationships. As we have continued to expand our presence in the market, we are looking for a Strategic Client Engagement Engineer to act as a dedicated technical resource and client-facing point of contact.
What You’ll Do:
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Communicate Directly with Clients: Engage with clients through regular meetings and correspondence to understand their business needs and challenges, providing expert technical advice and consultation.
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Manage Contractual Deliverables: Ensure all agreed deliverables are met within timeframes and to specified quality standards by maintaining detailed project timelines and tracking progress accurately.
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Coordinate with Internal Teams: Collaborate with various internal departments, including Sales, Product, and other Engineering stakeholders to ensure seamless alignment on client requirements and project objectives.
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Triage Client Issues: Efficiently prioritize and manage client requests and issues, using the issue tracker to log details, direct emails for urgent matters, and escalate critical issues when necessary.
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Act as a Single Point of Contact: Serve as the liaison between account teams and technical engineering resources, ensuring clear communication and efficient resolution of client queries and concerns.
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Consult with Clients on New Projects: Work closely with clients to evaluate and design tailored solutions that align with their strategic goals and facilitate introductions to FactSet’s products and services.
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Build/Foster Client Relationships: Develop and maintain strong, positive relationships with clients by actively listening to their feedback and continuously improving service delivery to enhance client satisfaction.
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Understand Foreign Code Bases: Examine and gain insight into external code systems in use by clients, identifying areas that may require intervention or support and tracking down technical bugs.
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Analyze Logs and Resolve Issues: Perform deep-dive analysis into system logs and data to identify patterns, correlations, and root causes of technical issues, and implement strategic resolutions.
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Develop and Deploy Strategic Code Fixes and Enhancements: Collaborate with development teams to create, test, and deploy code solutions and improvements that address client-specific needs and enhance system functionality.
What We’re Looking For:
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3-5 years of web development experience.
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Bachelor’s degree in Computer Science or other relevant degree.
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Experience in the financial services industry with a strong understanding of workflows and challenges.
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Strong technical, analytical, troubleshooting, and communication skills.
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Proficiency with Git and other source control management systems.
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Experience in a client-facing role with direct interaction and engagement.
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Proficiency with Chrome development tools for application analysis and optimization.
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Proficiency with Kibana dashboards and query language for data visualization.
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Familiarity with various JavaScript/Python frameworks.
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 base salary for this position in the state of Connecticut and NYC is $120,000-155,000. Applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
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
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