Trading Solutions Sales Specialist

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.  

FactSet creates flexible, open data and software solutions for over 180,000 investment professionals around the globe. We stay ahead of global market trends, power robust company and industry research, and provide comprehensive data with our market-leading solutions.

We believe today's talent powers tomorrow's innovations. As a globally inclusive community, we bring our whole selves to work, and encourage employees to join in, be heard, contribute, and grow. Our work environment fosters diversity, engagement, and productivity because we know that great ideas can come from anyone, at any time.

Your Team's Impact

Join FactSet's Trading Sales group as an experienced Sales Specialist to be a part of our expanding sales team. This role offers you the unique opportunity to drive sales of our trading solutions with a focus on enhancing existing accounts and acquiring new clients.   You will strive to increase FactSet's visibility in the buy-side trading landscape, across institutional asset managers, wealth managers and hedge funds by utilizing their network and track record.

This opportunity requires a candidate who has delivered excellent sales results, developed and closed large revenue deals and built relationships with large & strategic clients. The successful candidate will need to demonstrate a deep and broad knowledge of buy side front office trading and execution workflows, market structure across asset classes, competing and complementary technology solutions available in the market.

What You'll Do

Become a subject matter expert ("SME") in workflows centered around these product lines:

• FactSet's LiquidityBook OMS, inclusive of compliance and EMS capabilities.

• FactSet's FIX network.

• FactSet's LiquidityBook IBOR, Shadow NAV, and accounting capabilities.

• FactSet's integrated offering for research, data, and analytics.

Work through sales cycles with various buy-side client types, including hedge funds, institutional asset managers, and wealth managers. This includes:

• Sourcing and qualifying new leads.

• Leading in-depth demos.

• Executing evaluations and proof of concepts (POCs).

• Handling deal negotiations to achieve optimal outcomes for FactSet.

• Collaborating with internal stakeholders on deal structures and close strategies.

• Providing guidance on workflow implementation and ASV retention.

Additional responsibilities include:

• Building strong rapport with key client decision-makers.

• Educating non-SME sales generalists about our toolset.

• Sharing best practices within the FactSet sales organization.

• Collaborating with Product Development/Strategy teams.

• Engaging in continuous territory development and growth.

• Representing FactSet at industry conferences and symposiums.

• Mentoring team members.

What We're Looking For

Required Skills:

• Bachelors Degree in related field

• Minimum of 8+ years of professional experience, with at least 6 years in a high-paced sales environment, focused on trading platforms and services.

• Ability to build relationships with FactSet executives and CXOs of clients and prospects

• Strong communication and interpersonal skills; ability to inspire confidence and maintain composure in stressful situations

• Broad and up-to-date knowledge of the financial technology industry including trends and market demands

• Entrepreneurial & strong sense of initiative

• Strong focus on capturing industry trends and competitors landscape

• Solid negotiation skills for mutually beneficial solutions while maximizing revenue

• Experience with Trading Solutions

• Willingness to travel

• Chinese language skills is preferred.

Desired Skills:

• Academic background in an analytical field (finance, economics, mathematics/statistics, computer science).

• Understanding of Trading and Compliance workflows.

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.

• Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management.

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  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 characteristics protected by law.