Index Relationship Manager, Enterprise Sales

Index Relationship Manager, Enterprise Sales

Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ensure the best experience for our 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.

The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.

Bloomberg offers a diverse range of fixed income, commodity, currency, equity and multi-asset index solutions. With extensive asset coverage, a strong history of innovation, and objective and transparent rules, Bloomberg indices are widely used as a source for portfolio construction and performance comparison. We offer an array of services to clients interested in custom index development, investable index products designed to offer access to systematic strategies, index administration and calculation agent services. Bloomberg indices are driven by the same trusted reference data, pricing and analytical calculations that are leveraged throughout the investment process.

What’s the role?

We are seeking an Index Sales Specialist who is intimately familiar with the design and attributes of index solutions used by insurance annuity issuers and sell-side firms. As an Index Sales Specialist you will drive the design, adoption and education of Bloomberg Index products for use within the Insurance and Sell-side products and workflows.

You will be responsible for building and maintaining relationships with key decision makers and influencers across insurance firms and sell side organizations to provide them with consultative, commercially focused index solutions.

You will be involved in all aspects of account management, including senior level relationship management and in-depth discussions regarding Bloomberg index methodologies, new product development and positioning relevant solutions to clients.

We’ll Trust You To

• Build senior level relationships with many of the top institutions in the world
• Conduct in-depth discussions regarding Bloomberg index methodology and new product requirements
• Increase client awareness, usage and adoption of our Bloomberg Indices
• Take a lead role in conducting internal and external training sessions and sales pitches
• Work with clients throughout the sales process including commercial terms, contract execution and driving distribution support
• Collaborate extensively with different internal teams to cross-sell our suite of solutions
• Provide detailed product feedback from clients to internal business managers in an effort to continually improve our products and expand our offering and capabilities
• Travel regularly to meet with clients and prospects

You’ll Need To Have

• A minimum of 5 + years of extensive experience and understanding of the index landscape, index solution design and index data usage within insurance and sell side firms
• Significant experience working in, or selling to Insurance and Sell-side firms or alternatively, experience in structuring / designing quantitative index solutions (QIS)
• Experience analyzing prospects and competitors to position unique, relevant index solutions
• High level understanding of derivative usage and payouts within indices as well as their usage to gain exposure to indices
• An astute commercial mind-set, working to exceed sales metrics
• Demonstrable ability to identify new prospects and to build / maintain meaningful client relationships
• Excellent client communication skills in conversational speech, writing, and public speaking
• Aptitude to excel in a dynamic, rapidly growing environment
• Ability to creatively market our product to a vast demographic of potential clients
• A self-starter and dedicated collaborator with strong multi-tasking skills

Key skills/competency

• Index Solutions
• Sales
• Relationship Management
• Financial Markets
• Client Engagement
• Quantitative Index Solutions (QIS)
• Derivative Markets
• Bloomberg Terminal
• Sales Metrics
• Client Retention