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Index Sales Account Manager Financial Solutions

Bloomberg


Job Location:

San Francisco, CA - USA

Monthly Salary: Not provided by the employer
Posted: 22 August 2026 (12 days ago)
Application Deadline: 19 November 2026
Vacancies: 1 Vacancy

Job Summary

Index Sales Account Manager - Financial Solutions
Location
San Francisco
Business Area
Sales and Client Service
Ref #
Description & Requirements
Description & Requirements

Bloomberg is a global leader in business and financial information news and insight and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Within the Bloomberg Financial Solutions vertical Bloomberg Index Solutions Limited (BISL) offers a diverse range of fixed income commodity currency and equity indices. With extensive asset coverage a strong history of innovation and objective and transparent rules Bloomberg indices are widely used as a source for portfolio construction and performance comparison. We offer an array of services to clients interested in custom index development investable index products designed to offer access to systematic strategies index administration and calculation agent services. Bloomberg indices are driven by the same trusted reference data pricing and analytical calculations that are leveraged throughout the investment process.

Whats the role

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 clients 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 Bloombergs 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.

Well trust you to:

  • Own the commercial success of a portfolio of clients by driving adoption retention and revenue growth across Bloombergs 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 Bloombergs 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 Bloombergs 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 Bloombergs Index business.
Youll 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


Whats It Like To Work Here

We work hard. We are ambitious and set tough business goals. We are a meritocracy where everyone has a voice - not a job title. Working with people you trust respect and can collaborate with is more important than titles or position. Things move fast and we want people who will enjoy working in this environment and feed off the energy. But it isnt 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 school kids with their reading to helping clean up local parks and waterways.

What is Bloomberg: our Benefits: This Sound Like You

Apply if you think were a good match. Well get in touch to let you know that the next steps are.


Salary Range 00 USD Annual Benefits Bonus

The referenced salary range is based on the Companys 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.


Required Experience:

IC


About Company

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Bloomberg is the world's primary distributor of financial data and a top news provider of the 21st century. A global information and technology company, we use our dynamic network of data, ideas and analysis to solve difficult problems every day. Our customers around the world rely on ... View more

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