Principal Sales Executive -Trading (Portware)

About the role

FactsSet is a leading provider of flexible, open data and software solutions for over 200,000 investment professionals worldwide. As a Principal Sales Executive – Trading for FactSet's EMS (Execution Management System), Portware, you will drive revenue retention and growth across a high-value book of business.

Responsibilities

• 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

Requirements

• Bachelor’s degree in Economics, Business, Computer Science, or a related field or equivalent experience
• 12+ 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

Qualifications

• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Benefits

• Flexible work accommodations
• Health, life, and disability insurance
• Retirement savings plans
• A discounted employee stock purchase program
• Paid time off for holidays, family leave, and company-wide wellness days
• 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

Pay

The budgeted amount range for this position in New York City is $172,000 - $215,000

Schedule

Hybrid