Senior Director, Client Intelligence Technology - Hybrid

About the role

The Senior Director, Client Intelligence Technology serves as the strategic technology partner to product leaders across FactSet's Research Intelligence, Advisor & Client Intelligence, Capital Markets, and Quantitative Analytics businesses. Reporting directly to the CTO, this senior leadership role is responsible for defining and executing the technology strategy, delivery, and ongoing operation of products across these distinct but connected businesses.

Responsibilities

• Own the end-to-end technology strategy, roadmap, and execution for the Client Intelligence portfolio including Capital Markets, Research Intelligence, Quantitative Analytics, and Advisor & Client Intelligence, driving innovation and technological differentiation across each business.
• Partner closely with Product Management, Design, and business leaders to translate commercial strategy into a prioritized, outcome-driven engineering plan.
• Drive modernization initiatives, advancing the transition to web-based, agentic platforms while embedding AI and GenAI capabilities (e.g., FactSet AI for Banking) into core client workflows.
• Lead, scale, and develop a globally distributed, multidisciplinary engineering organization while maintaining high standards for delivery, velocity and quality.
• Ensure the reliability, scalability, security, and performance of production services, establishing clear SLAs/SLOs and a culture of operational excellence.
• Own the portfolio's technology financials including budgeting, headcount planning, vendor and partner management, and build-vs-buy decisions.
• Arrtch and retain top engineering talent; build succession plans and a high-performance, inclusive team culture.
• Represent technology in executive forums, providing transparent reporting on delivery health, risks, and investment trade-offs.
• Champion data governance, regulatory, and compliance requirements relevant to financial services and wealth-management clients.

Requirements

• 15+ years of technology experience, including 5+ years leading engineering organizations at scale, ideally within financial technology, capital markets, or wealth/advisor platforms.
• Proven track record delivering complex, cloud-native SaaS products and platforms in an agile environment.
• Deep technical breadth across modern web application architecture, microservices, APIs, and distributed systems, with the hands-on credibility to guide architectural decisions.
• Experience embedding AI/ML or GenAI/agentic capabilities into enterprise products.
• Strong understanding of data platforms, real-time market and financial data delivered at scale.
• Demonstrated success leading multi-site, globally distributed teams across different time zones and cultures.
• Strong business and financial acumen, with experience managing budgets, forecasting, and portfolio-level investment decisions.
• Experience operating in a regulated environment with a strong appreciation for security, privacy, and compliance.

Leadership and Behavioral Competencies

• Strategic vision balanced with a bias for execution and measurable outcomes.
• Inspirational leader who builds trust, develops talent, and fosters an inclusive, collaborative culture focused on delivering exceptional business outcomes.
• Strong executive presence and communication skills; able to influence and align stakeholders across technology, product, and key areas of the business.
• Customer-obsessed, with a relentless focus on delivering value to advisors, dealmakers, investors, and enterprise clients.
• Comfortable navigating ambiguity, driving change, and leading through transformation.
• Demonstrates sound judgment and decisiveness, with the ability to make thoughtful trade-offs that balance competing priorities under real-world constraints.
• Collaborative and outcome-oriented, building alignment, influencing stakeholders, and driving results across a matrixed organization.
• Techically credible leader who balances strategic vision with deep technical expertise, earning the respect of engineering teams and driving well-informed architectural, technology, and investment decisions.

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.