FactSet
Technology Transformation and Execution Management Lead
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FactSet 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 FactSet, 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.
Technology Transformation and Execution Management Lead
The Technology Transformation and Execution Management Lead is a senior leadership role within the Chief Technology Officer’s office, responsible for driving disciplined execution of FactSet’s highest-priority technology initiatives. Reporting directly to the Chief Technology Officer, this leader will establish the structure, governance, and operating rhythm required to translate strategy into measurable results across the technology portfolio.
Operating at the intersection of strategy and delivery, this role ensures technology investments are grounded in clear business cases, sequenced appropriately, and executed with transparency and accountability. The Transformation and Execution Management Lead will provide executive and engineering leadership with a timely, fact-based view of portfolio health, progress, dependencies, and risk, enabling informed decision-making and timely intervention.
In addition, this role will oversee execution enablement capabilities, including the Program Management Office (PMO), set consistent standards for portfolio governance, delivery discipline, and change management across the technology organization. Success requires a combination of executive presence, strong program rigor, and organizational judgement, someone who can operate at the level of the CTO’s strategic agenda while remaining close to execution to anticipate risks and drive resolution.
Responsibilities:
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Investment Decision Making:
- Establish governance frameworks, templates, and standards ensuring technology investments include clear business cases, costs, timelines, and expected returns before approval
- Partner with CTO, engineering, product, and finance leaders to embed investment rigor from business case development through value realization
- Provide independent analytical challenge to investment proposals — stress-testing assumptions, delivery estimates, and surfacing trade-offs
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Portfolio Orchestration:
- Own the integrated cross-portfolio view of technology commitments, including dependencies, sequencing, and capacity constraints
- Maintain a real-time, authoritative picture of what is planned, in flight, at risk, or constrained to enable rapid prioritization and trade-off decisions
- Ensure dependencies are visible and aligned across engineering, product, and platform teams
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Transformation Delivery:
- Lead end-to-end execution of enterprise-wide strategic initiatives on behalf of the CTO, from mobilization through outcome realization
- Drive organizational readiness for agentic AI and advanced automation — assessing risks, operating model changes, and governance needs
- Establish program structures including governance, workstreams, decision rights, milestones, and escalation paths with a relentless focus on business outcomes
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Execution Visibility:
- Deliver consistent, transparent portfolio reporting on progress, risks, trade-offs, and decisions required — tailored from operational to Board level
- Ensure risks are escalated early with a shared organizational understanding of status relative to plan
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Operating Rhythm:
- Design and run the technology organization's operating rhythm — portfolio reviews, planning cycles, escalation forums, and decision checkpoints
- Ensure governance forums drive timely decisions with clear ownership and follow-through
- Continuously evolve the operating model to stay efficient and aligned with organizational scale
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Change Management:
- Ensure major organizational, process, and technology changes are planned, communicated, and adopted effectively
- Embed structured change management into transformation programs — including stakeholder engagement, readiness assessments, and adoption tracking
- Partner with HR, communications, and engineering leadership to build sustainable organizational capability for transformation at scale
Required Skills:
- 15+ years in technology program management, transformation leadership, or strategy execution within a global Fintech, Financial Services, or enterprise technology organization, including 7+ years in senior leadership
- Proven track record delivering complex, multi-quarter, cross-functional technology transformation initiatives from inception through to measurable business outcomes
- Strong investment and business case discipline, with demonstrated experience partnering with technology and finance leadership to structure, evaluate, and track returns on technology investments
- Deep expertise in portfolio and program management — maintaining cross-portfolio coherence, managing sequencing and capacity constraints, and resolving cross-team dependency conflicts
- Demonstrated experience designing and operating governance structures and operating rhythms for large technology organizations, including review cadences, escalation frameworks, and decision-making forums
- Strong change management experience applying structured approaches to stakeholder engagement, impact assessment, communication planning, and adoption measurement across large, distributed teams
- Exceptional ability to synthesize complex portfolio status, risks, and trade-offs into clear, transparent narratives tailored for both executive and engineering audiences
- Proven experience operating within or alongside the office of a CTO, CPO, or equivalent senior technology executive as an effective extension of executive leadership
- Proficiency with portfolio and program management tooling, including establishing enterprise standards and driving consistent adoption
- Strong financial literacy including technology investment modeling, budget management, and ROI and cost-benefit analysis
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Leadership & Behavioral Competencies:
- Structured & Disciplined: Brings order, focus, and momentum to ambiguous, fast-moving environments without creating unnecessary bureaucracy
- Trusted Advisor: Delivers candid, objective assessments of progress, risk, and organizational dynamics to the CTO and senior engineering leadership
- Influential Collaborator: Drives alignment, accountability, and urgency across engineering, product, and business teams without direct authority
- Strategic Thinker: Maintains a clear line of sight between transformation programs and intended business outcomes while balancing pace with operational reality
- Resilient & Adaptable: Sustains clarity, focus, and composure under delivery pressure amid shifting priorities and organizational complexity
Education & Certifications:
- Bachelor’s degree in computer science, Engineering, Business Administration, or a related field preferred
- Advanced degree (MBA or MS in a technology or business discipline) valued but not required
- Program or portfolio management certification strongly valued — PgMP, PMP, SAFe, or equivalent
- Change management certification an advantage — Prosci ADKAR, CCMP, or equivalent
Salary Information:
The budgeted amount range for this position in the State of Connecticut and New York City is $200,000 - $260,000.
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.
At FactSet, 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. FactSet participates in E-Verify.
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