Multi- Asset Index Solutions Specialist Enterprise Sales - Financial Solutions

Multi- Asset Index Solutions Specialist, Enterprise Sales - Financial Solutions - 19976 - Bloomberg

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Multi- Asset Index Solutions Specialist, Enterprise Sales - Financial Solutions

Location

New York

Business Area

Sales and Client Service

Ref #

10051770

Description & Requirements

What's the role?

We're looking for a client-facing Multi-Asset Index Solutions Specialist to help drive the growth and adoption of Bloomberg's index offerings across insurance and annuity markets. This is a highly technical and commercially focused role, ideal for professionals with experience in index structuring, fixed income, or multi-asset product development - particularly in the context of insurance-linked or annuity-based solutions.

You'll act as a key partner to our index sales, relationship management, and product development teams, translating complex index methodologies into structured solutions that serve as the underlying engines of annuity products. Your work will span everything from index design and customization to commercial execution and client engagement with insurance carriers and annuity providers.

You'll be at the forefront of Bloomberg's expanding index business, playing a central role in how our indices are embedded into insurance products - from initial concept through to launch and ongoing support.

We'll trust you to:

• Lead client engagement with annuity providers and insurance carriers, delivering compelling presentations and clearly articulating how Bloomberg indices can serve as product underpinnings.
• Collaborate closely with internal sales, relationship managers, and product/research teams to design, modify, and pitch custom index solutions tailored to annuity product structures.
• Drive commercial outcomes by identifying and closing licensing opportunities across fixed income, multi-asset, and custom index strategies.
• Act as a subject matter expert on index construction as it applies to insurance product design - including volatility-controlled, hybrid, and rules-based multi-asset strategies.
• Feed client and market insights back to product development and research teams to shape Bloomberg's index roadmap for the insurance channel.
• Support strategic planning including competitive analysis, market sizing, and go-to-market execution within the annuity and insurance space.

You'll need to have:

• 7+ years of experience in index strategy, multi-asset product development, structured products, or institutional sales - with direct exposure to insurance or annuity markets strongly preferred.
• Working knowledge of how indices function as underpinnings for annuity and insurance-linked products (FIAs, RILAs, or similar).
• A track record in business development, client advisory, or revenue generation in a technical, product-adjacent role.
• Ability to liaise effectively between client-facing teams and quantitative/research functions - translating between commercial needs and technical specifications.
• Strong presentation and communication skills with institutional audiences.
• Commercial discipline: pipeline management, target accountability, and deal execution.
• CFA or equivalent is an advantage.
• Proficiency in data analysis; familiarity with index analytics or backtesting tools is a plus.
• Willingness to travel; fluency in English required, additional languages a bonus.

If this sounds like you:

Apply if you think we're a good match. We'll be in touch with next steps - and in the meantime, explore what we're building: bloomberg.com/professional/product/indices/

Salary Range = 155,000 - 180,000 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.

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Equal Opportunity

Bloomberg is an equal opportunity employer and prohibits discrimination in employment. It is Bloomberg's policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, self-identified or perceived sex, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy, childbirth or related medical conditions, or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (each, a "Protected Characteristic"). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics.

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