Insurance Index Solutions Relationship Manager

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

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.