Index Relationship Manager, Insurance Solutions - Financial Solutions

Bloomberg; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Bloomberg is seeking an experienced Index Relationship Manager to expand our relationships within the insurance market and promote Bloomberg Index solutions. You will engage with stakeholders across annuity and investment domains, understand client priorities, and coordinate Bloomberg product experts to craft tailored solutions.

This is a relationship-led, commercially focused role requiring credibility, strategic thinking and strong communication with senior leaders.

Qualifications

• Five plus years in relationship management or equivalent client-facing roles.
• Experience serving clients in financial services or insurance.
• Ability to build credibility with senior decision-makers and influence outcomes.
• Consultative selling approach coordinating solutions across multiple stakeholders.

Responsibilities

• Develop and manage senior-level relationships across insurance clients.
• Create strategic account plans identifying stakeholders, opportunities and growth paths.
• Lead client discussions and connect needs with Bloomberg Index solutions.
• Present, educate and pitch Bloomberg capabilities to clients and prospects.
• Manage opportunities through sales cycles, including terms, contracts and implementation.
• Travel regularly to meet with clients and prospects.

Skills

Relationship management

Institutional sales

Business development

Strategic accounts

Consultative selling

Client communication

Pipeline management

Financial services

Tools

CRM

Salesforce

Job description

Index Relationship Manager, Insurance Solutions

Bloomberg is a global leader in business and financial information, news and insight. We use innovative technology to deliver trusted data and bring transparency to the financial markets. Customers around the world rely on Bloomberg for the information and tools they need to make critical investment decisions and remain connected across the financial community.

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

Bloomberg offers a broad range of fixed income, commodity, currency, equity and multi-asset index solutions. With extensive asset-class coverage, a strong history of innovation, and objective and transparent rules, Bloomberg indices are widely used for portfolio construction, performance comparison and the creation of financial products. Our capabilities include custom index development, investable index solutions, index administration and calculation-agent services. Bloomberg indices are powered by the same trusted reference data, pricing and analytics used throughout the investment process.

What's the role?

We are seeking an experienced Index Relationship Manager to expand Bloomberg's relationships across the insurance market and drive awareness and adoption of Bloomberg Index solutions.

You will engage with a broad range of stakeholders across insurance organizations, including teams involved in annuity products such as Registered Index-Linked Annuities, or RILAs, and Fixed Indexed Annuities, or FIAs, as well as general-account investment, portfolio management, asset-liability management, risk and related functions.

This is a relationship-led, commercially focused role. You will develop a strong understanding of your clients’ priorities, identify opportunities where Bloomberg indices and related capabilities can support their businesses, and bring together the appropriate Bloomberg product and subject-matter experts.

We are looking for an accomplished relationship manager who is intellectually curious, commercially minded and comfortable navigating complex organizations. The ability to establish credibility, understand client needs, communicate effectively and translate those needs into actionable opportunities is paramount.

You will be involved throughout the client lifecycle, including account planning, senior-level relationship management, business development, solution positioning, commercial discussions and ongoing client engagement.

We'll trust you to:

• Build and maintain senior-level relationships across insurance organizations
• Develop a strong understanding of each client’s business priorities, organizational structure, product strategy and investment objectives
• Create and execute strategic account plans that identify key stakeholders, commercial opportunities and paths to growth
• Lead consultative client discussions and connect client needs with relevant Bloomberg Index solutions and capabilities
• Increase client awareness, evaluation, adoption and usage of Bloomberg indices
• Partner with Bloomberg index specialists, product managers, quantitative teams and other internal experts to develop and present relevant solutions
• Lead client presentations, educational sessions, workshops and sales pitches
• Manage opportunities throughout the sales process, including solution development, commercial terms, contract execution and implementation coordination
• Collaborate with Bloomberg sales and product teams to introduce clients to the broader suite of Bloomberg solutions
• Gather market intelligence and provide clear client feedback to help inform product strategy, development priorities and new opportunities
• Maintain an active pipeline and consistently work toward commercial and relationship-management objectives
• Represent Bloomberg at relevant industry events, conferences and client meetings
• Travel regularly to meet with clients and prospects

You'll need to have:

• At least 5 years of experience in relationship management, institutional sales, business development, strategic account management or a comparable client-facing role
• Experience working within or serving clients in financial services, insurance, asset management, capital markets, financial technology, data or analytics
• A demonstrated ability to establish credibility and build meaningful relationships with senior decision-makers and influencers
• A consultative approach to sales, with the ability to uncover client needs and coordinate solutions across multiple internal and external stakeholders
• Strong commercial judgment and a track record of developing opportunities, managing a pipeline and working toward revenue or growth objectives
• The ability and interest to learn financial products, index concepts and insurance-related workflows
• The ability to communicate technical or complex concepts clearly to audiences with varying levels of subject-matter expertise
• Excellent written, verbal, presentation and interpersonal communication skills
• Strong organizational skills and the ability to manage multiple accounts, initiatives and priorities
• A collaborative approach and experience working effectively across product, sales, legal, operations and other functional teams
• Initiative, adaptability and the ability to succeed in a dynamic and growing business

We'd love to see:

The following experience is helpful, but not required:

• Exposure to insurance carriers, annuity providers or insurance company general-account investment teams
• Familiarity with RILAs, FIAs, insurance investment portfolios or asset-liability management
• Experience with indices, benchmarks, structured products, derivatives or quantitative investment strategies
• Experience supporting new product development, index selection or the launch of index-linked investment or insurance products
• Familiarity with index licensing, market-data solutions or other financial information products
• An established network within the insurance, asset-management or broader institutional-investor community

What's it like to work here?

We work hard. We are ambitious and set challenging business goals. We are a meritocracy where everyone has a voice, regardless of job title. Working with people you trust, respect and can collaborate with is more important than titles or position.

Things move quickly, and we want people who enjoy working in a dynamic environment and feed off its energy. But it is not 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 students develop their reading skills to cleaning up 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?