Senior Trading Product Specialist

June 22, 2026

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About the position

The Senior Trading Product Specialist functions as a technical account manager for a book of FactSet’s EMS (Execution Management System), Portware. They work closely with the product and engineering teams, as well as Implementation Team, and Support teams. They are responsible for retention of the client by developing bilateral collaboration and trust with the client and advocating internally for the client’s goals and requests. The role requires business acumen, technical insight, and customer relationship skills at a high level. They are tasked with managing and implementing a book of work focused on delivering new features of the EMS and projects driven by client need. Projects and efforts include product upgrades, workflow changes, new asset class and trading strategy implementations, broker and liquidity provider connectivity, new user training, updates to the front-end GUI, and creation of client facing reports.

Responsibilities

Participated in the pre-sale process to assess client needs before the start of implementation.
Implement Portware Enterprise post sale following SOW requirements.
Be a project lead during implementation working with various teams across FactSet.
Create a strategy and set objectives for each client account.
Participate in the requirements gathering process at the onset of implementation projects as well as during the day-to-day process to ensure that the appropriate resources are allocated.
Champion customers’ current and anticipated needs through effective partnerships.
Act as a client advocate internally to create visibility of client needs.
Focus activities on the clients’ business and priorities.
Identify business opportunities that support FactSet objectives.
Work with Product Management, Support, and Development as well as Sales and Pre-Sales Engineering to ensure efficient and cost effective client implementations.
Work with Support on resolution of any issues.
Act as a role model to inspire higher standards, efforts, and results in others.

Requirements

Bachelor’s degree in Economics, Business, Computer Science or a related field.
Minimum 5 years in financial markets front office environments with core knowledge of market structures across multiple asset classes and types.
Experienced project manager with the ability to drive and deliver concurrent, significant, and priority conflicting projects to completion.
Experience as a technical business analyst with deep understanding of translating business needs into functional requirements.
Experience working directly with software engineers/developers as well as Technical Architects on business requirements.
Experience with securities trading (FX or Fixed Income strongly preferred, other asset classes such as derivatives and equities a plus).
Experience with the FIX protocol and its practical application.
Demonstrated commitment to learning and gaining from both successes and failures.
Experienced logical, systematic, conceptual, and practical thinker.
Understand EMS system and its components both holistically and separately.
Competency to execute at varying levels of work from operational to strategic.

Nice-to-haves

OMS experience is a nice to have.
Prior light coding experience (Java)

Benefits

health, life, and disability insurance
retirement savings plans
discounted employee stock purchase program
paid time off for holidays
family leave
companywide wellness days

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