What are the responsibilities and job description for the Director of Technology Partnerships position at FactSet?

The Enterprise Growth Initiatives (EGI) Team is responsible for (1) Incubating new innovative and growth ideas in early stage development, including working with large scale Technology Partners, Venture Capital firms, and technology and AI start-ups to build innovative and scalable AI-powered solutions with FactSet’s data estate, (2) Driving FactSet’s technology-focused investments to drive revenue growth for FactSet, (3) Establishing the GenAI overall strategy, business case and product prioritization across SBUs, Sales, and Marketing to drive alignment and create actionable roadmaps for FactSet’s key client segments, (4) Facilitate the go-to-market with Marketing of the various new product initiatives to support our AI Blueprint, and (5) Provide GenAI Program Management to ensure success of this firmwide effort, provide transparency and accountability.

The Director of Technology Partnerships will be FactSet’s lead representative in the Bay Area to network with both new and established technology and Generative AI firms to identify future partnership opportunities for FactSet, increase our innovation, and scale our AI Partner Program.

The scope of firms will be broad but centered around Fintech and the use of software and technology to help innovate across the FactSet digital platform ecosystem which consists of 200,000 finance professionals across Financial Services and Capital Markets including Asset Management, Investment Banking, Wealth Management, Private Equity, Venture Capital, Hedge Funds and Corporate Industry.

In the traditional market data and software market, FactSet is the leader leveraging technology to innovate and provide next generation solutions, having an API first culture, cloud-enabled, modern user experience and the most advanced Generative AI suite of solutions in the industry. Key amongst those solutions is our ground-breaking AI Partner Program which provides AI start-ups access to FactSet’s data & clients in a commercially beneficial relationship.

This important new role will be critical in ensuring FactSet maintains our innovation edge by understanding the newest technology, solutions and start-ups that can add value to our business and clients, expanding our position as a Data AI Workflow provider. A large part of this role will be technology business development, meeting with fintechs, startups, venture capital, academics and other thought leaders and helping execute commercially beneficial new revenue generating technology partnerships.

The Director of Technology Partnerships will develop a streamlined process to introduce the right contacts and companies to the appropriate FactSet leaders, including :

Sales team responsible for FactSet’s AI Partner Program, which brings fintechs and AI startups into the FactSet ecosystem who are looking to leverage FactSet’s massive data arsenal in their solution
Business Development who is looking to make investments or acquire strategic assets
FactSet’s Generative AI leadership team to ensure FactSet is ahead of the next step in this AI revolution
Product and Engineering leaders responsible for building next generation workflow solutions

The Director of Technology Partnerships will work for the Head of Enterprise Growth Initiatives and with the FactSet Executive and Leadership team and will require a leader who brings an entrepreneurial mindset who is highly collaborative, execution oriented, persuasive and results driven. A strong understanding of technology trends, Generative AI, and how technology can be applied to FactSet’s business and client segments including Asset Management, Banking, and Wealth will be highly advantageous.

Experience in business development or strategic planning of a technology or fintech, investment banking technology analyst, venture capital or finance will be highly advantageous.

Responsibilities :

Be FactSet’s lead representative in the Bay Area meeting with technology and AI firms to identify software firms to integrate into FactSet’s intelligent platform

Execute new partnerships and focus on the commercial relationship to drive revenue growth

Network extensively with venture capital, technology and academic leaders to understand emerging technology trends that will impact fintech and the FactSet business and financial services clients

Provide a funnel of vetted new technology firms and contacts to key FactSet leaders via a streamlined process to ensure the right opportunities get sourced and coordinated with appropriate GenAI, Product, Engineering, Sales and Business Development Leaders

Continuously evaluate FactSet’s Business and Technology priorities working across senior leaders to key gaps and needs that technology partners can fulfill

Write a quarterly report on activity and measure impact

Develop new, innovative ideas to help grow FactSet’s presence and marketshare through the use of new technology (i.e. Quantum Computing) and AI solutions

Introduce new firms to the AI Partner Sales team to grow FactSet’s fintech and AI presence with small start-ups who are seeking FactSet’s data assets and strong marketshare in Financial Services

Desired Skills / Background :

Experience in Technology Investment Banking, Strategic Planning, Venture Capital or Generative AI

Business Development, Sales, Venture Capital

Down to earth, authentic straight shooter who is highly collaborative

A strategic thinker who can see where the puck is headed and differentiate between fads and major trends

Strong ability to conduct due diligence and say no to many firms that are not the right fit for the FactSet business model

Excellent presence and communication with C-level executives

Disciplined, self-starter with strong follow through

Passion for generative AI and the ability of technology to truly transform business models and help identify new waves of FactSet’s growth

Ability to make decisions independently and to assume higher-level leadership responsibilities in critical situations

Excellent interpersonal and communication skills, and proven ability to work effectively with all organizational levels

Qualifications :

Bachelors' Degree

Minimum of 7-10 years of experience within Investment Banking, Technology or Venture Capital

Generative AI subject matter expertise and depth of technology understanding

Successful track record of achievement in academics and business with a technology and / or AI element

Excellent analytical and presentation skills with ability to translate analytical findings into actions

Leadership Philosophies :

Operates with Enterprise Mindset

Leads with Courage and Decisiveness

Is an Outside-in, Market-Focused Innovation Leader

Demonstrates a Strategic / Tactical Balance

Builds Collaborative and Trusting Relationships

Embraces and Drives Change

Leads a High-Performing Business Unit

FactSet is an Equal Opportunity Employer – M / F / Veteran / Disability / Sexual Orientation / Gender Identity

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.

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