Index Relationship Manager Buyside, West Coast - Enterprise Sales - Bloomberg Financial Solutions

Bloomberg; San Francisco (CA); On-site; USD 145,000 - 235,000; Full time

Benefits offered by this job

Comprehensive benefits plan

401(k) with match

Paid holidays

Paid time off

Medical, dental, and vision insurance

Short and long-term disability benefits

Life insurance

Wellness programs

Job summary

An established industry player is seeking an Index Sales Specialist to drive the adoption of innovative index products among key clients. This role involves building strong relationships with institutional investment firms and providing tailored solutions to meet their needs. You will engage in consultative sales, lead training sessions, and collaborate with various internal teams to enhance product offerings. Join a dynamic environment where your contributions will directly impact client success and drive business growth. If you thrive in a fast-paced setting and are passionate about finance, this opportunity is perfect for you.

Qualifications

• 2+ years in a Sales role, especially in finance.
• Ability to identify prospects and build client relationships.

Responsibilities

• Build relationships with top investment firms.
• Conduct training sessions and sales pitches.
• Collaborate with internal teams to cross-sell solutions.

Skills

Sales experience

Client relationship management

Commercial mindset

Communication skills

Financial engineering

Education

Bachelor's degree

Job description

Index Relationship Manager Buyside, West Coast - Enterprise Sales - Bloomberg Financial Solutions

Location

Business Area

Sales and Client Service

Ref #

10043471

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. 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 26,000+ employees across more than 150 locations around the world, 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.

Apply if you think we're a good match. We'll get in touch to let you know that the next steps are.

Salary Range = 145000-235000 USD Annually+ Benefits + Bonus

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.


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.