Technology Transformation and Execution Management Lead
FactSetAbout the role
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.
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:
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
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
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
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
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
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
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