Index Relationship Manager, Insurance Solutions - Financial Solutions

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?

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