FactSet

Director, Wealth Strategist

FactSet(2 months ago)

HybridFull TimeSenior$160,000 - $225,000Wealth Management
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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.

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Required Skills

  • Industry Analysis
  • Market Analysis
  • Competitive Analysis
  • Client Engagement
  • Strategy Development
  • Product Strategy
  • Stakeholder Influence
  • Data Synthesis
  • Communication
  • Presentation

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.

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