Index Relationship Manager, Insurance Solutions - Financial Solutions at Bloomberg

Index Relationship Manager, Insurance Solutions - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10052841 Description & Requirements Index Relationship Manager, Insurance SolutionsBloomberg 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 organizationsDevelop a strong understanding of each client’s business priorities, organizational structure, product strategy and investment objectivesCreate and execute strategic account plans that identify key stakeholders, commercial opportunities and paths to growthLead consultative client discussions and connect client needs with relevant Bloomberg Index solutions and capabilitiesIncrease client awareness, evaluation, adoption and usage of Bloomberg indicesPartner with Bloomberg index specialists, product managers, quantitative teams and other internal experts to develop and present relevant solutionsLead client presentations, educational sessions, workshops and sales pitchesManage opportunities throughout the sales process, including solution development, commercial terms, contract execution and implementation coordinationCollaborate with Bloomberg sales and product teams to introduce clients to the broader suite of Bloomberg solutionsGather market intelligence and provide clear client feedback to help inform product strategy, development priorities and new opportunitiesMaintain an active pipeline and consistently work toward commercial and relationship-management objectivesRepresent Bloomberg at relevant industry events, conferences and client meetingsTravel regularly to meet with clients and prospectsYou’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 roleExperience working within or serving clients in financial services, insurance, asset management, capital markets, financial technology, data or analyticsA demonstrated ability to establish credibility and build meaningful relationships with senior decision-makers and influencersA consultative approach to sales, with the ability to uncover client needs and coordinate solutions across multiple internal and external stakeholdersStrong commercial judgment and a track record of developing opportunities, managing a pipeline and working toward revenue or growth objectivesThe ability and interest to learn financial products, index concepts and insurance-related workflowsThe ability to communicate technical or complex concepts clearly to audiences with varying levels of subject-matter expertiseExcellent written, verbal, presentation and interpersonal communication skillsStrong organizational skills and the ability to manage multiple accounts, initiatives and prioritiesA collaborative approach and experience working effectively across product, sales, legal, operations and other functional teamsInitiative, adaptability and the ability to succeed in a dynamic and growing businessWe’d love to see:The following experience is helpful, but not required:Exposure to insurance carriers, annuity providers or insurance company general-account investment teamsFamiliarity with RILAs, FIAs, insurance investment portfolios or asset-liability managementExperience with indices, benchmarks, structured products, derivatives or quantitative investment strategiesExperience supporting new product development, index selection or the launch of index-linked investment or insurance productsFamiliarity with index licensing, market-data solutions or other financial information productsAn established network within the insurance, asset-management or broader institutional-investor communityWhat’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?View our benefits:Does this sound like you?Apply if you are an experienced relationship manager who is energized by building senior client partnerships, uncovering commercial opportunities and learning how Bloomberg’s index capabilities can support the evolving needs of insurance companies.Salary Range = 145,000 - 235,000 USD Annual + Benefits + BonusThe 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. Discover what makes Bloomberg unique - watch our podcast series for an inside look at our culture, values, and the people behind our success.