Principal Sales Executive- Trading (Portware)

FactSet creates flexible, open data and software solutions that empower over 200,000 investment professionals worldwide. Our mission is to enable users to access the financial data and analytics they need to make critical decisions rapidly and accurately.

Role Overview

As a Sales Executive – Trading for FactSet’s Execution Management System (EMS) and Portware, you will be a seasoned commercial leader driving revenue retention and growth across a high‑value book of business. You will serve as the primary relationship owner and trusted advisor, leveraging deep industry expertise to identify, develop, and close strategic opportunities within your accounts.

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.
• 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—and apply these insights to sharpen competitive positioning and client conversations.
• 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, differentiating FactSet’s offering in competitive situations.

Qualifications

• Bachelor’s degree in Economics, Business, Computer Science, or a related field (or equivalent experience).
• 10+ 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.
• Advanced expertise in securities trading, FX or Fixed Income (strongly preferred); derivatives and equities experience is a strong plus.
• Advanced understanding of FIX protocol and its practical application across trading workflows and connectivity solutions.
• Comprehensive knowledge of EMS platforms and components; OMS experience is 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.

Benefits

FactSet offers a comprehensive benefits package that includes 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. Flexible work accommodations are also available to support work/life harmony.

Equal‑Opportunity Employment

All qualified applicants will be considered for employment without regard to race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status, or veteran status. FactSet participates in E‑Verify.

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