We are seeking a highly motivated and client-focused Implementation Specialist to join our Client Services/Implementation team and lead software implementation projects for hedge funds, asset managers, banks, and brokers. This role requires strong project management, technical aptitude, and communication skills to successfully onboard clients and deliver exceptional service.
You will work closely with clients, project managers, developers, and external technology partners to configure solutions, streamline workflows, and ensure successful deployments.
Key Responsibilities- Manage end-to-end client implementation and onboarding projects.
- Gather business requirements and translate them into system configurations.
- Configure trading environments, user accounts, permissions, and workflows.
- Coordinate with brokers, custodians, and third-party vendors throughout implementation.
- Partner with Product and Engineering teams to deliver client-specific enhancements.
- Create functional documentation, implementation plans, and operational runbooks.
- Deliver onsite and virtual training sessions for traders, portfolio managers, operations, and compliance teams.
- Configure trade routing, end-of-day processing, and integration workflows.
- Build and maintain strong client relationships while providing post-implementation support.
- Identify opportunities to improve client adoption and overall user experience.
- Manage multiple concurrent projects while meeting deadlines and maintaining high-quality standards.
Qualifications Required - Bachelor's degree or equivalent experience.
- 3-5 years of experience in financial technology, software implementations, or client-facing technical support.
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication skills.
- Experience managing multiple client projects simultaneously.
- Knowledge of SQL and relational databases.
- Strong technical aptitude with the ability to quickly learn new technologies.
- Ability to work collaboratively in a fast-paced environment.
Preferred - Experience with an OMS, EMS, or PMS platform.
- Working knowledge of the FIX Protocol.
- Experience with Java and/or Python.
- Understanding of financial markets, trading workflows, and the investment management industry.
What You'll Bring - A customer-first mindset with exceptional relationship-building skills.
- Strong organizational and project management abilities.
- Attention to detail and a commitment to delivering high-quality client experiences.
- A proactive approach to solving complex technical and business challenges.
- The ability to remain calm under pressure while managing competing priorities.
Locations: New York, NY
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 is $112,000 -$140,000
