Index Relationship Manager, Insurance Solutions - Financial Solutions

Bloomberg•New York, NY

8d•$145,000 - $235,000•Onsite

About The Position

Bloomberg is a global leader in business and financial information, news and insight, utilizing innovative technology to deliver trusted data and bring transparency to financial markets. The Bloomberg Financial Solutions department focuses on customer success through sales, service, operations, culture, and brand, aiming to create meaningful client relationships by understanding needs and delivering exceptional end-to-end support. Bloomberg offers a broad range of fixed income, commodity, currency, equity, and multi-asset index solutions, widely used for portfolio construction, performance comparison, and financial product creation. The Index Relationship Manager will expand Bloomberg’s relationships within the insurance market, driving awareness and adoption of Bloomberg Index solutions. This role involves engaging with stakeholders in annuity products (RILAs, FIAs), general-account investment, portfolio management, asset-liability management, and risk functions. It is a relationship-led, commercially focused position requiring a strong understanding of client priorities, identifying opportunities for Bloomberg indices, and collaborating with internal experts. The ideal candidate is intellectually curious, commercially minded, comfortable in complex organizations, and skilled at establishing credibility, understanding needs, communicating effectively, and translating needs into opportunities. The role encompasses account planning, senior-level relationship management, business development, solution positioning, commercial discussions, and ongoing client engagement.

Requirements

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

Nice To Haves

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

Responsibilities

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