Index Sales Relationship Manager, Investment Managers - Financial Solutions
Bloomberg · San Francisco, United States · 1h ago
Description & Requirements
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. Within the Bloomberg Financial Solutions vertical, Bloomberg Index Solutions Limited (BISL) offers a diverse range of fixed income, commodity, currency and equity indices. 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?
As an Investment Manager Index Sales Specialist, you will be a key driver of the commercial strategy for Bloomberg indices within this client vertical, working closely with clients, sales, and product management to deliver solutions and develop business opportunities. You will be part of a team focusing on prospective customers in addition to existing Investment and Asset Managers, Wealth Management, Investment Advisors and other financial institutions across the territory and responsible for coverage of strategic accounts as well as working closely with regional index sales specialists to seek wider adoption and increased penetration of Bloomberg Index products within this client segment.
You will be responsible for building and maintaining relationships with key decision makers and influencers in the investment community and provide them with consultative and commercially focused index solutions. You'll be involved in all aspects of market sizing, prospecting, account management, including senior level relationship management and in-depth discussions regarding Bloomberg index methodology and new product development.
You will be a key source for future Index product strategy, having input on the entire product life cycle. The role will require you to collaborate with the wider AMER Index Sales Team, Bloomberg Index Product, Engineering and Marketing to develop client-focused solutions.
We’ll trust you to:
- Build senior level relationships with many of the top Investment Managers 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 and contract execution
- 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
- Travel extensively to meet with clients and prospects
You’ll need to have:
- Significant experience of indices and data in a client facing role
- Solid experience working in, or selling to Asset Owners, Investment Managers, and the Wealth Management channel
- An astute commercial mind-set, working to exceed sales metrics
- Demonstrable ability to identify new prospects and build and maintain solid 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
What’s It Like To Work Here?
We work hard. We are ambitious and set ourselves tough business goals. We are a meritocracy where everyone has a voice - not a job title. Working with people you trust, respect, and can collaborate with is more important than titles or position. Things move fast, and we want people who will enjoy working in this environment and feed off the energy. But it isn’t all about work. Giving back is one of our core values, and there are many ways to get involved in philanthropic initiatives from helping local school kids with their reading to helping clean up local parks and waterways.
What is Bloomberg?: https://www.bloomberg.com/company/stories/what-is-bloomberg/
View our Benefits: https://www.bloomberg.com/company/careers/working-here/employee-benefits/united-states/?tactic-page=588601
Does This Sound Like You?
Apply if you think we're a good match. We'll get in touch to let you know that the next steps are.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.