Index Sales Account Manager - Financial Solutions

Bloomberg•San Francisco, CA

8d•$125,000 - $185,000

About The Position

Bloomberg Index Solutions Limited (BISL), within Bloomberg Financial Solutions, offers fixed income, commodity, currency, and equity indices, as well as custom index development, investable index products, and index administration and calculation agent services. Bloomberg indices are supported by Bloomberg reference data, pricing, and analytical calculations. The Index Sales Account Manager is responsible for the commercial success of a portfolio of Bloomberg Index clients. Working with Index Sales Relationship Managers, the role drives client adoption, retention, and revenue growth by building strategic relationships and helping clients maximize the value of Bloomberg Index solutions. The account manager develops a detailed understanding of each client's investment objectives, benchmark usage, and portfolio construction processes; executes strategic account plans; identifies opportunities to expand Bloomberg's presence; and helps clients address complex investment challenges. The role collaborates with Sales, Product, Engineering, Marketing, and other Bloomberg teams, while sharing market feedback to inform product development.

Requirements

Experience in a client-facing commercial role supporting institutional investors.
Knowledge of financial markets, investment products, benchmarks, indices, or institutional investment workflows.
Proven ability to build trusted client relationships, identify opportunities to expand existing business, and deliver commercial results.
Strong commercial mindset and a track record of meeting or exceeding business objectives.
Excellent written, verbal, presentation, and interpersonal communication skills, including the ability to communicate across organizational levels.
Strong organizational and account management skills, with the ability to prioritize across a diverse client portfolio.
Intellectual curiosity and desire to understand investment strategies, portfolio construction, benchmark methodologies, and evolving market trends.
Collaborative approach and ability to work effectively across Sales, Product, Engineering, Marketing, and other cross-functional teams.
Proactive, self-motivated mindset and ability to thrive in a dynamic, fast-paced environment.

Nice To Haves

Experience covering Asset Owners or investment management organizations.

Responsibilities

Own the commercial success of a portfolio of clients, driving adoption, retention, and revenue growth across Bloomberg's Index business.
Build trusted relationships with key decision makers and understand their investment objectives, benchmark usage, and workflows.
Execute strategic account plans with Index Sales Relationship Managers to increase wallet share, identify expansion opportunities, and strengthen Bloomberg's commercial position in assigned accounts.
Discuss Bloomberg Index methodologies, benchmark construction, and investment applications; deliver product demonstrations, client education, and thought leadership.
Identify commercial opportunities and risks, and develop strategies to grow existing business and protect Bloomberg's market position.
Partner with Product, Engineering, Marketing, and other Bloomberg teams to deliver integrated client solutions and provide market intelligence for product development.
Maintain a strong understanding of institutional investment trends and benchmark applications.
Represent Bloomberg at client meetings, industry conferences, and other events.