
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’s product suite of smart analytics and unique data empower the world’s leading financial service professionals to make more informed decisions every day. At our heart is an inclusive community unified by the spirit of going above and beyond. We continuously look ahead to advance the future and technology of our industry by rolling up our sleeves to solve tough problems together, and by learning from our successes as well as our failures.
Join FactSet's Trading Sales group as an experienced Sales Specialist–Trading (LiquidityBook)tobe a part of our sales team. This role offers you the unique opportunity to drive sales of our trading solutions with afocus on enhancing existing accounts andacquiringnew clients. You will strive to increase FactSet’s visibility in the buy-side trading landscape, across institutional asset managers, wealthmanagersand hedge funds byutilizingtheir network andtrack record
This opportunity requires a candidate who has delivered excellent sales results, developed and closed large revenuedealsand built relationships with large & strategic clients. The successful candidate will need todemonstratea 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.
As a Sales Specialist– Trading (LiquidityBook), you will be expected to:
Become a subject matter expert ("SME") in workflows centered around these product lines:
- FactSet’sLiquidityBookOMS, inclusive of compliance and EMS capabilities.
- FactSet’s FIX network.
- FactSet’sLiquidityBookIBOR, 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 achieveoptimaloutcomes for FactSet.
Collaborating with internal stakeholders on deal structures and close strategies.
Providing guidance on workflow implementation and ASV retention.
Additionalresponsibilities 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.
RepresentingFactSet at industry conferences and symposiums.
Mentoring team members.
Requirements:
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 communicationand interpersonal skills; ability to inspire confidence andmaintaincomposure in stressful situations
Broad and up-to-date knowledge of the financial technology industry including trends and market demands
Entrepreneurial &strong senseof initiative
Strong focus on capturing industry trends andcompetitorslandscape
Solid negotiation skills for mutually beneficial solutions while maximizing revenue.
Experience with Trading Solutions.
Willingness to travel
BachelorsDegree in related field
Job location:New York
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 ItForYou
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being aFactSettermeans:
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 foryour 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 helpthemachievesuccess 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 Groupsopento all employees that serve as a catalyst for connection, growth, and belonging.
Learn more about our benefits here
Salary is just onecomponentof 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 New York City is $120,000 -$150,000
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

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.
As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.