Sales Executive -Trading (Portware)
Job Description
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.
As a Sales Executive – Trading for FactSet's EMS (Execution Management System), Portware, you are a seasoned commercial leader driving revenue retention and growth across a high-value book of business. You serve as the primary relationship owner and trusted advisor, leveraging deep industry expertise to identify, develop, and close strategic opportunities within your accounts. Partnering closely with Product, Engineering, Implementation, and Support teams, you deliver measurable client value while directly impacting FactSet's revenue growth. This role demands a proven sales professional with the technical depth, business development acumen, and consultative selling skills to retain, expand, and strategically elevate a sophisticated client base.
What You'll Do
Build, manage and execute on a pipeline for FactSet’s Portware Enterprise offering across buy-side clients
Lead the full sales cycle from prospecting and discovery through negotiation and close, partnering with Pre-Sales Engineering to assess client workflows, craft compelling proposals, and win high-value EMS deals against competitors
Proactively identify and convert revenue opportunities by uncovering client pain points around execution quality, workflow inefficiencies, and connectivity gaps, positioning Portware's EMS capabilities and delivering a clear ROI narrative to senior decision-makers
Build and maintain C-suite and executive-level relationships across trading desks, technology, and operations teams establishing yourself as a trusted, long-term strategic partner who understands the evolving demands of modern order and execution management.
Leverage deep knowledge of market microstructure, order routing, algorithmic trading, and multi-asset execution workflows to engage credibly with heads of trading, portfolio managers, and CTOs in highly technical conversations.
Stay current on industry trends including evolving best execution obligations, T+1 settlement impacts, fragmentation across lit and dark venues, and the growing role of AI and automation in trade execution — applying these insights to sharpen your competitive positioning and client conversation
Mentor and inspire junior team members, modeling a high-performance, results-driven sales culture built on accountability, urgency, deep product expertise and continuous improvement.
Serve as a subject matter expert on EMS capabilities, market structure, and trading workflows, leveraging your expertise to differentiate FactSet's offering in competitive situations.
What We're Looking For
Required Skills
Bachelor’s degree in Economics, Business, Computer Science, or a related field or equivalent experience.
10+ years of front-office financial markets sales experience with deep knowledge across multiple asset classes and market structures.
Proven track record of building C-suite relationships and exceeding revenue targets through consultative selling and long-term account management.
Demonstrated ability to close complex, high-value deals navigating multi-stakeholder buying processes across trading, technology, and operations.
Experience collaborating directly with software engineers, developers, and technical architects on business requirements and solution delivery.
Deep expertise in securities trading, FX or Fixed Income strongly preferred; derivatives and equities experience a strong plus.
Advanced understanding of FIX protocol and its practical application across trading workflows and connectivity solutions.
Comprehensive knowledge of EMS platforms and their components; OMS experience a plus
Exceptional communicator with the executive presence to convey complex technical and commercial concepts to senior business and technology audiences.
Ability to operate at both strategic and tactical levels — balancing high-level account planning with hands-on execution and problem-solving.
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 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 amount range for this position in New York City is $136,000 -$170,000
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
VEVRAA Federal ContractorRequest Priority Protected Veteran & Disabled Referrals for all of our locations within the stateThe EEO is the Law poster is available here.FactSet Research Systems Inc. endeavors to make our website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected] Opportunity Employment PolicyIt is the policy of FactSet Research Systems Inc. ("FactSet") to provide equal employment and advancement opportunities to all qualified employees and applicants for employment regardless of their race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, physical or mental disability, genetic information, protected veteran status, pregnancy, military or military reserve obligations, or any other class or status protected by law. This policy applies to all policies and procedures related to recruitment, hiring, training, promotion, compensation, benefits, transfer, discharge, and other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. If you have questions concerning this policy, please contact the Human Resources department at +1 (203) 810-1000.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.
As a Sales Executive – Trading for FactSet's EMS (Execution Management System), Portware, you are a seasoned commercial leader driving revenue retention and growth across a high-value book of business. You serve as the primary relationship owner and trusted advisor, leveraging deep industry expertise to identify, develop, and close strategic opportunities within your accounts. Partnering closely with Product, Engineering, Implementation, and Support teams, you deliver measurable client value while directly impacting FactSet's revenue growth. This role demands a proven sales professional with the technical depth, business development acumen, and consultative selling skills to retain, expand, and strategically elevate a sophisticated client base.
What You'll Do
Build, manage and execute on a pipeline for FactSet’s Portware Enterprise offering across buy-side clients
Lead the full sales cycle from prospecting and discovery through negotiation and close, partnering with Pre-Sales Engineering to assess client workflows, craft compelling proposals, and win high-value EMS deals against competitors
Proactively identify and convert revenue opportunities by uncovering client pain points around execution quality, workflow inefficiencies, and connectivity gaps, positioning Portware's EMS capabilities and delivering a clear ROI narrative to senior decision-makers
Build and maintain C-suite and executive-level relationships across trading desks, technology, and operations teams establishing yourself as a trusted, long-term strategic partner who understands the evolving demands of modern order and execution management.
Leverage deep knowledge of market microstructure, order routing, algorithmic trading, and multi-asset execution workflows to engage credibly with heads of trading, portfolio managers, and CTOs in highly technical conversations.
Stay current on industry trends including evolving best execution obligations, T+1 settlement impacts, fragmentation across lit and dark venues, and the growing role of AI and automation in trade execution — applying these insights to sharpen your competitive positioning and client conversation
Mentor and inspire junior team members, modeling a high-performance, results-driven sales culture built on accountability, urgency, deep product expertise and continuous improvement.
Serve as a subject matter expert on EMS capabilities, market structure, and trading workflows, leveraging your expertise to differentiate FactSet's offering in competitive situations.
What We're Looking For
Required Skills
Bachelor’s degree in Economics, Business, Computer Science, or a related field or equivalent experience.
10+ years of front-office financial markets sales experience with deep knowledge across multiple asset classes and market structures.
Proven track record of building C-suite relationships and exceeding revenue targets through consultative selling and long-term account management.
Demonstrated ability to close complex, high-value deals navigating multi-stakeholder buying processes across trading, technology, and operations.
Experience collaborating directly with software engineers, developers, and technical architects on business requirements and solution delivery.
Deep expertise in securities trading, FX or Fixed Income strongly preferred; derivatives and equities experience a strong plus.
Advanced understanding of FIX protocol and its practical application across trading workflows and connectivity solutions.
Comprehensive knowledge of EMS platforms and their components; OMS experience a plus
Exceptional communicator with the executive presence to convey complex technical and commercial concepts to senior business and technology audiences.
Ability to operate at both strategic and tactical levels — balancing high-level account planning with hands-on execution and problem-solving.
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 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 amount range for this position in New York City is $136,000 -$170,000
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
VEVRAA Federal ContractorRequest Priority Protected Veteran & Disabled Referrals for all of our locations within the stateThe EEO is the Law poster is available here.FactSet Research Systems Inc. endeavors to make our website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected] Opportunity Employment PolicyIt is the policy of FactSet Research Systems Inc. ("FactSet") to provide equal employment and advancement opportunities to all qualified employees and applicants for employment regardless of their race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, physical or mental disability, genetic information, protected veteran status, pregnancy, military or military reserve obligations, or any other class or status protected by law. This policy applies to all policies and procedures related to recruitment, hiring, training, promotion, compensation, benefits, transfer, discharge, and other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. If you have questions concerning this policy, please contact the Human Resources department at +1 (203) 810-1000.About FactSet Research Systems Inc.
FactSet Research Systems Inc., trading as FactSet, is a financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. For fiscal year 2019, FactSet's total ASV and professional services revenues were $1.48 billion.
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