FactSet

VP, Director of Global OMS Implementations & Support

FactSet$180K — $235K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • 13+ years in financial services, trading, or fintech with OMS onboarding expertise
  • Experience leading globally distributed teams
  • Deep knowledge of LiquidityBook OMS or similar platforms
  • Strong understanding of investment technology trends
  • Exceptional executive-level communication skills
  • Broad knowledge of business operations and organizational strategy
  • Ability to manage priorities in a fast-paced environment
  • Familiarity with project management tools (e.g., Jira, Smartsheet)

Responsibilities

  • Lead and develop implementation and support teams globally
  • Promote continuous improvement and innovation in onboarding practices
  • Guide project lifecycle from discovery to deployment as executive sponsor
  • Oversee onboarding initiatives for asset management and hedge fund clients
  • Establish consistent implementation standards and methodologies globally
  • Drive revenue and cost optimization through strategic resource allocation
  • Build relationships with executive clients and address complex needs
  • Anticipate client requirements and tailor OMS delivery strategies
  • Stay updated with investment technology trends to optimize client solutions
  • Collaborate with cross-functional leaders to enhance OMS offerings
  • Align implementation strategies with broader business goals
  • Inform product roadmap with client insights

Benefits

  • Join an S&P 500 company with over 45 years of growth
  • Comprehensive health, life, and disability insurance
  • Retirement savings plans and employee stock purchase discounts
  • Flexible work accommodations for work/life harmony
  • Focus on career progression through dedicated learning and development time
  • Community engagement through volunteerism and sustainability initiatives
Full Job Description

Your Team's Impact

Join our high-impact teams as Director of Implementation & Support, where you will drive the strategic execution and delivery of onboarding initiatives for our institutional buy-side  & Wealth Management clients globally. As a senior leader, you'll oversee implementation as well as day-to-day support teams responsible for deploying FactSet's LiquidityBook Order Management System (OMS) while interfacing with top-tier clients and external partners to innovate and optimize operational and technical onboarding processes. You will help set visionary standards for service excellence, shaping the future of trade execution across the organization. This role offers the ideal balance of collaborative partnership and autonomy enabling you to build relationships, drive results, and advance FactSet's reputation as a best-in-class solutions provider.

You will be responsible for maximizing client value through seamless global deployment of FactSet's LiquidityBook OMS solutions with direct oversight of projects impacting significant ASV.  Your strategic vision and OMS onboarding experience will directly advance FactSet's business objectives and drive client success across the buy-side and wealth management.

What You'll Do

  • Lead, mentor, recruit, and develop geographically distributed implementation and support teams with deep OMS expertise; cultivate high-performing professionals with advanced technical and client-facing skills across North America, EMEA, and APAC.

  • Foster a culture of continuous improvement, accountability, and innovation in OMS onboarding practices.

  • Serve as executive sponsor for major projects guiding project lifecycle from discovery through deployment, with deep involvement in requirements gathering, kick-off, and milestone reviews.

  • Oversee complex onboarding initiatives for client asset management and hedge fund teams across global markets, ensuring meticulous configuration, integration, and process alignment with clients' investment workflows and objectives.

  • Establish and enforce globally consistent implementation standards, frameworks, and methodologies for OMS deployments across all regions.

  • Drive revenue generation and cost optimization through strategic allocation of global resources with a focus on OMS and related software delivery.

  • Build and maintain strong relationships with executive-level clients and external partners across global markets, addressing complex needs, resolving challenges, and ensuring FactSet's OMS solutions deliver tangible results.

  • Proactively anticipate client requirements for OMS integration and tailor delivery strategies to maximize efficiency, data integrity, and business impact.

  • Stay abreast of industry advances in OMS EMS, PMS, portfolio analytics, and investment technology globally, applying insights to optimize client engagement and solution implementation.

  • Collaborate with Product, Engineering, Sales, Customer Success and other leaders globally to continuously enhance OMS solutions based on client feedback and industry trends.

  • Align global implementation strategy for LiquidityBook OMS offerings with FactSet's broader business goals, ensuring regional teams operate cohesively toward unified objectives.

  • Partner with product leadership to provide on-the-ground client insights that inform the OMS product roadmap.

What We're Looking For

Required Skills

  • Bachelor's degree

  • At least 13 years of progressive experience in financial services, trading environments or fintech, including a proven track record in OMS onboarding and technology implementation.

  • Demonstrated leadership experience leading geographically distributed teams across multiple regions, with the ability to drive alignment and performance at a global scale.

  • Deep expertise in LiquidityBook OMS or comparable OMS platforms—including workflow configuration, order routing, and client-driven process enhancements within buyside environments.

  • Advanced understanding of industry trends in investment technology, order management, trade execution, and data integration.

  • Exceptional stakeholder management and executive level communication skills

  • Broad knowledge of business operations, technical product portfolios, and cross-functional organizational strategy.

  • Ability to thrive in a fast-paced, matrixed environment, managing competing priorities and strict deadlines across global teams.

  • Proficiency in project management tools and methodologies (e.g., Jira, Smartsheet,) 

Desired Skills

  • Experience with Portfolio Management Systems (PMS) such as Advent Geneva, BlackRock Aladdin, or similar platforms

  • Exposure to EMS platforms and an understanding of how OMS and EMS systems interact within a trading technology stack

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 flexible “moments that matter” 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.

  • 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 salary range for this position in the city of New York is $180,000 - $235,000.

About FactSet

FactSet Research Systems Inc. provides integrated financial information and analytical applications to the investment community in the United States, Europe, and the Asia Pacific. The company delivers insight and information to investment professionals through its analytics, services, contents, and technologies. Its applications suite offers tools and resources, including company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization, and research management solutions. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
Learn more about FactSet
Size
10,691 employees
Market Cap
$15 billion
Industry
Net Income
$380.1 million
Founded
1978
5 Year Trend
+8.6%
Revenue
$1.5 billion
NASDAQ

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