hero

Explore thousands of opportunities across Tech:NYC’s member network.

684
companies
4,392
Jobs

Index Sales, Relationship Manager, Enterprise Sales - Bloomberg Financial Solutions

Bloomberg

Bloomberg

Accounting & Finance, Customer Service, Sales & Business Development
New York, NY, USA
Posted on Friday, May 10, 2024

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 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 Index Sales Specialist you will seek wider adoption and increased penetration of Bloomberg Index products in key client segments: Asset Owners, Insurance, Consultants, and Asset Managers in a US regional territory.

You will be responsible for building and maintaining relationships with key influencers in the asset owner and asset management community and 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 methodology and new product development.

We’ll trust you to:

  • Build senior level relationships with many of the top institutional investment firms in the world
  • Conduct in-depth discussions regarding Bloomberg index methodology and new product requirements
  • Increase client 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:

  • A minimum of 2 years experience in a Sales capacity
  • An astute commercial mind-set, working to exceed sales metrics
  • Demonstrable ability to identify new prospects and build and maintain solid client relationships
  • Solid experience working in, or selling to the buy-side i.e. pension funds, investment advisors or mutual funds, or alternatively, experience in financial engineering/structuring
  • 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.

Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.

Bloomberg provides reasonable adjustment/accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable adjustment/accommodation to apply for a job or to perform your job. Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you would prefer to discuss this confidentially, please email AMER_recruit@bloomberg.net (Americas), EMEA_recruit@bloomberg.net (Europe, the Middle East and Africa), or APAC_recruit@bloomberg.net (Asia-Pacific), based on the region you are submitting an application for.