FactSet

Director, Wealth Strategist

FactSet

4 months ago
New York, NY, USA
Hybrid
Full Time
Senior
0 applicants
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About this role

The Wealth Strategist at FactSet defines the company’s point of view on user needs, market dynamics, and competitive trends within Wealth Management to guide portfolio-level priorities. The role synthesizes industry and TAM insights to inform business and product planning and collaborates with senior leadership across the Wealth platform.

Skills

Qualifications

Bachelor's Degree
FactSet

About FactSet

factset.com

FactSet provides best-in-class financial data, global market insights and analytics, trusted by industry leaders to keep you ahead in finance.

About FactSet

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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