Workforce Transformation Lead

FactSet; New York (NY); Hybrid; USD 225,000 - 310,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Flexible work arrangements

Employee volunteer program

Job summary

FactSet in New York is seeking a Workforce Transformation Lead to drive the company’s enterprise workforce transformation agenda in an increasingly AI-enabled environment. The role translates strategic ambitions into an integrated roadmap and partners with executives to deliver measurable productivity improvements and workforce modernization.

The successful candidate will lead across Technology & AI, Product, Commercial, People and Finance to ensure decisions reflect a clear future delivery

Qualifications

• Significant experience leading complex enterprise-wide transformation initiatives.
• Strong expertise in operating model design, organizational effectiveness, workforce strategy, and change management.
• Practical understanding of AI, automation, and digital technologies and their impact on work and productivity.

Responsibilities

• Shape the enterprise workforce transformation agenda and translate ambitions into a measurable roadmap.
• Lead work redesign and future workforce planning focusing on AI, automation, and process redesign.
• Coordinate transformation programs across Technology & AI, Product, Commercial, People, Legal, Finance and other functions.
• Establish the transformation value case with baselines, productivity measures, and realized benefits.
• Prioritize delivery, remove barriers, and ensure alignment with strategic objectives.
• Provide governance and transparency with milestones and executive visibility.

Skills

Enterprise transformation

Operating model design

Workforce strategy

Change management

Cross-functional influence

Education

Bachelor's degree

Job description

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.

Your Impact

The Workforce Transformation Lead will drive FactSet’s enterprise workforce transformation agenda, helping the organization redefine how work is performed in an increasingly AI-enabled environment.

This role will translate the company’s strategic ambitions for AI, automation, productivity, workforce planning, and future capabilities into an integrated transformation roadmap. Working across the business, the Workforce Transformation Lead will help shape decisions about how work should be performed, what capabilities will be required, and where and how work should be delivered in the future.

Partnering closely with executive sponsors and functional transformation leaders, this individual will provide the leadership, governance, and execution discipline required to deliver sustainable productivity improvements, workforce modernization, and measurable business outcomes. The successful candidate will combine enterprise transformation leadership with strong commercial and strategic judgement. They will be comfortable operating across organizational boundaries and constructively challenging established ways of working.

Key Responsibilities

Shape the Enterprise Workforce Transformation Agenda

Define and drive the enterprise workforce transformation strategy, translating productivity, workforce, and cost ambitions into a clear roadmap, strategic priorities, and measurable business outcomes.

Lead Work Redesign and Future Workforce Planning

Identify and prioritize opportunities where AI, automation, simplification, and process redesign can fundamentally transform how work is performed. Ensure decisions regarding workforce requirements, capabilities, sourcing approaches, and location strategy are informed by a clear vision for how work should be delivered in the future.

Orchestrate Enterprise Transformation Programs

Coordinate transformation leaders across Technology & AI, Product, Commercial, People, Legal, Finance, and other functions to ensure initiatives are aligned, interconnected, and collectively deliver against enterprise transformation objectives.

Establish the Transformation Value Case

Partner with Finance and transformation stakeholders to establish baselines, quantify opportunities, define productivity measures, and track workforce, capacity, and financial benefits through realization.

Prioritize and Accelerate Delivery

Evaluate dependencies and trade-offs across transformation initiatives, remove barriers, facilitate decision-making, and ensure delivery remains aligned to strategic objectives and intended outcomes.

Provide Enterprise Governance and Transparency

Establish governance structures, decision forums, milestones, and reporting mechanisms that provide executive sponsors with clear visibility into transformation progress, risks, key decisions, and value delivery.

Qualifications

• Significant experience leading complex enterprise-wide transformation initiatives.
• Strong expertise in operating model design, organizational effectiveness, workforce strategy, and change management.
• Practical understanding of AI, automation, and digital technologies and their impact on work and productivity.
• Strong commercial, financial, and analytical acumen.
• Ability to influence senior leaders and drive cross-functional change.
• Bachelor's degree preferred.

Job location: New York, Norwalk, London

Working Environment: Hybrid

What's In It For You

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter 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 moments that matter 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 salary range for this position in New York City and the state of Connecticut is $225,000 - $310,000.

The salary range for this position in London is 150,000 - 210,000 GBP.

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 atwww.factset.comand follow us onXandLinkedIn.

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