Fact Set creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access

to financial data and analytics that investors use to make crucial decisions.

At Fact Set, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

Fact Set is seeking a Lead Program Manager to project manage client implementations, upgrades, and enterprise hosting migrations within the Institutional Buy Side product suite. You will focus on successful end-to-end delivery of Fact Set solutions through strong project governance, cross-functional coordination, and on-time transitions to production that result in high client satisfaction. The Lead Program Manager will ensure consistency, transparency, and predictable outcomes across all assigned programs.

This role requires extensive project management experience managing multiple concurrent implementations, strong communication skills, and the ability to build relationships in complex environments. You will partner closely with senior stakeholders across client and internal teams. The ideal candidate will be self-directed, collaborative, and have experience in the financial services industry working for a software vendor, consultancy, or bank.

Responsibilities:

• Manage the project delivery of client implementations utilizing Fact Set’s iterative implementation methodology
• Accountable for program governance, including scope, schedule, budget, risk, decision management, escalation, and executive-level reporting
• Develop, maintain, and manage detailed program plans, RAID logs, and weekly/monthly status reporting; proactively identify risks, dependencies, and delivery bottlenecks; drive mitigation plans and escalate issues as appropriate
• Partner with client project management and senior stakeholders to align scope, timelines, dependencies, and communication strategies
• Influence project phasing and delivery approaches to achieve value-driven outcomes aligned with client business priorities.
• Matrix-manage cross-functional internal and client teams, setting priorities, forecasting milestones, and holding teams accountable for commitments
• Identify and manage cross-program, technical environments, and third-party vendor dependencies that impact delivery timelines and risk; coordinate sequencing to minimize conflicts and delays
• Communicate project status, key decisions, priorities, and escalations to stakeholders; create and present project artifacts including status reports, risk assessments, and decision frameworks; manage expectations internally and externally
• Manage resource allocation and capacity planning across assigned projects
• Establish and monitor quality standards and acceptance criteria for all deliverables; conduct reviews to ensure solutions meet client requirements before production deployment
• Lead client readiness, training, cutover planning, and transition to production, ensuring operational stability and successful adoption.
• Own project financials, burn-down tracking, and change control aligned with client statements of work
• Contribute to PMO initiatives, standards, and continuous improvement efforts to strengthen delivery consistency and maturity across the organization.

Qualifications:

• 9+ years of project management experience leading complex, multi-year technology implementations; experience in the implementation of a financial system within a bank, insurance company, or Asset Manager is highly valued.
• Exceptional communication and presentation skills with proven ability to manage expectations, influence stakeholders at all organizational levels, and navigate challenging situations
• Proven track record in risk identification, assessment, and mitigation planning; experience maintaining RAID logs and driving proactive issue resolution
• Strong leadership skills with experience managing and influencing global, cross-functional teams to deliver results
• Demonstrated ability to build relationships and drive consensus in client-facing roles across complex, matrixed environments
• Ability to adapt project frameworks and methodologies to unique client circumstances and business requirements while maintaining governance discipline
• Experience managing vendor relationships, third-party dependencies, and contract deliverables; comfortable working with statements of work and change orders
• Hands-on experience with PM and collaboration tools such as MS Project, Share Point, MS Teams, Jira, and program dashboards
• Experience managing project budgets, financial forecasting, and change control processes; ability to track burn rates and maintain financial accountability aligned with client contracts
• Bachelor’s degree in business, finance, technology, or related field, or equivalent experience.
• PMP® or PgMP® certification preferred; or equivalent experience leading large-scale client implementations within a global management consulting firm

Job location: Boston, New York, and Norwalk

Working Environment: Hybrid

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

What's In It For You

At Fact Set, our people are our greatest asset, and our culture is our biggest competitive advantage.

Being a Fact Setter means:

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
• 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.

Learn more about our benefits here.

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

The budgeted amount range for this position in Norwalk and New York City is $120,000 -$150,000

Company Overview:

Fact Set (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.

At Fact Set, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law.

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