Description & Requirements As an
Index Sales Account Manager , you will be responsible for the
commercial success of a portfolio of Bloomberg Index clients. Working closely with Index Sales Relationship Managers, you will drive client adoption, retention, and revenue growth by developing strategic relationships and helping clients maximize the value they receive from Bloomberg Index solutions.
You will manage relationships across multiple clients developing a deep understanding of each client's workflow including, but not limited to, investment objectives, benchmark usage, and portfolio construction processes. Through a consultative sales approach, you will execute strategic account plans, identify opportunities to expand Bloomberg's footprint, and help clients solve increasingly complex investment challenges using Bloomberg Index solutions.
Success in this role requires strong commercial acumen, intellectual curiosity, and a passion for financial markets. You will collaborate extensively with Bloomberg Index Sales, Product, Engineering, Marketing, and other Bloomberg business units to deliver exceptional client experience while providing valuable market feedback that helps shape future product development.
We'll trust you to: - Own the commercial success of a portfolio of clients by driving adoption, retention, and revenue growth across Bloomberg's Index business.
- Build trusted relationships with key decision makers while developing a deep understanding of their investment objectives, benchmark usage, and investment workflows.
- Execute strategic account plans in partnership with Index Sales Relationship Managers to increase wallet share, uncover expansion opportunities, and strengthen Bloomberg's commercial position within your assigned accounts.
- Conduct consultative discussions on Bloomberg Index methodologies, benchmark construction, and investment applications while delivering product demonstrations, client education, and thought leadership.
- Proactively identify commercial opportunities and risks within your portfolio, developing strategies to grow existing business and protect Bloomberg's market position.
- Partner closely with Product, Engineering, Marketing, and other Bloomberg business groups to deliver integrated client solutions while providing market intelligence that influences future product development.
- Maintain a strong understanding of institutional investment trends and benchmark applications.
- Represent Bloomberg at client meetings, industry conferences, and other events to strengthen relationships and support the continued growth of Bloomberg's Index business.
You'll need to have - Experience in a client-facing commercial role supporting institutional investors, with experience covering Asset Owners or investment management organizations preferred.
- Knowledge of financial markets, investment products, benchmarks, indices, or institutional investment workflows.
- A proven ability to build trusted client relationships while identifying opportunities to expand existing business and deliver commercial results.
- A strong commercial mindset with a track record of meeting or exceeding business objectives.
- Excellent written, verbal, presentation, and interpersonal communication skills, with the ability to communicate effectively across all levels of an organization.
- Strong organizational and account management skills with the ability to prioritize across a diverse client portfolio.
- Intellectual curiosity and a desire to understand investment strategies, portfolio construction, benchmark methodologies, and evolving market trends.
- A collaborative approach and the ability to work effectively across Sales, Product, Engineering, Marketing, and other cross-functional teams.
- A proactive, self-motivated mindset with the ability to thrive in a dynamic, fast-paced environment
Salary Range = 125,000 - 185,000 USD Annual + 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.
