Sales Specialist
Content + Source + Freshness • 12 Dec 2025 • 95% confidence
Offer value
Value is strong due to the reputable company and significant impact on clients' trading solutions. High expectations for performance can increase pressure.
- Established company with significant market presence
- High impact on trading solutions and client relationships
- Performance-driven compensation structure
- Intensive travel requirements
Pros
- Opportunity to drive significant client engagement in buy-side trading
- Established players in financial technology enhance job credibility
- Potential for high earnings through sales performance
Cons
- High expectations for sales results can induce stress
- Requires extensive travel which may affect work-life balance
- Complex product knowledge necessary to succeed
Who it's for
Mid to Senior • Primarily field-based with potential for remote work
Good fit
- Sales professionals with relevant trading experience
- Individuals with strong networks in finance
- Motivated individuals seeking substantial earnings
Not recommended for
- Entry-level applicants without relevant experience
- Candidates unwilling to travel frequently
- Those who prefer a non-sales role
Motivation fit
Key skills
About the job
FactSet’s product suite of smart analytics and unique data empower the world’s leading financial service professionals to make more informed decisions every day. At our heart is an inclusive community unified by the spirit of going above and beyond. We continuously look ahead to advance the future and technology of our industry by rolling up our sleeves to solve tough problems together, and by learning from our successes as well as our failures.
Join FactSet's Trading Sales group as an experienced Sales Specialist to be a part of our expanding sales team. This role offers you the unique opportunity to drive sales of our trading solutions with a focus on enhancing existing accounts and acquiring new clients. You will strive to increase FactSet’s visibility in the buy-side trading landscape, across institutional asset managers, wealth managers and hedge funds by utilizing their network and track record.
This opportunity requires a candidate who has delivered excellent sales results, developed and closed large revenue deals and built relationships with large & strategic clients. The successful candidate will need to demonstrate a deep and broad knowledge of buy side front office trading and execution workflows, market structure across asset classes, competing and complementary technology solutions available in the market.
As a Sales Specialist, you will be expected to:
Become a subject matter expert ("SME") in workflows centered around these product lines:
- FactSet’s LiquidityBook OMS, inclusive of compliance and EMS capabilities.
- FactSet’s FIX network.
- FactSet’s LiquidityBook IBOR, Shadow NAV, and accounting capabilities.
- FactSet’s integrated offering for research, data, and analytics.
Work through sales cycles with various buy-side client types, including hedge funds, institutional asset managers, and wealth managers. This includes:
- Sourcing and qualifying new leads.
- Leading in-depth demos.
- Executing evaluations and proof of concepts (POCs).
- Handling deal negotiations to achieve optimal outcomes for FactSet.
- Collaborating with internal stakeholders on deal structures and close strategies.
- Providing guidance on workflow implementation and ASV retention.
Additional responsibilities include:
- Building strong rapport with key client decision-makers.
- Educating non-SME sales generalists about our toolset.
- Sharing best practices within the FactSet sales organization.
- Collaborating with Product Development/Strategy teams.
- Engaging in continuous territory development and growth.
- Representing FactSet at industry conferences and symposiums.
- Mentoring team members.
Requirements:
- Minimum of 8+ years of professional experience, with at least 6 years in a high-paced sales environment, focused on trading platforms and services.
- Ability to build relationships with FactSet executives and CXOs of clients and prospects
- Strong communication and interpersonal skills; ability to inspire confidence and maintain composure in stressful situations
- Broad and up-to-date knowledge of the financial technology industry including trends and market demands
- Entrepreneurial & strong sense of initiative
- Strong focus on capturing industry trends and competitors landscape
- Solid negotiation skills for mutually beneficial solutions while maximizing revenue.
- Experience with Trading Solutions.
- Willingness to travel
- Bachelors Degree in related field
Highly Desired:
- Academic background in an analytical field (finance, economics, mathematics/statistics, computer science).
- Understanding of Trading and Compliance workflows.
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Learn more about our benefits here.
Returning from a break?
We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.
Company Overview:
FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for the investment and corporate communities. As a publicly traded company (NYSE:FDS | NASDAQ:FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 162,000 users see and seize opportunity sooner. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.
Join us at FactSet and be a key player in driving sales success within our dynamic trading solutions environment.
At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. FactSet participates in E-Verify
FactSet is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
