247 Financial Solutions jobs in the United Kingdom
Area Sales Manager (Financial Solutions)
South East, South East
Hudson Shribman
Posted 15 days ago
Job Viewed
Job Description
Area Sales Manager (Financial Solutions) cCompetitive Base + OTE (80-100k) + Car Allowance
Remote - South East ABJ7402
As an experienced ambitious Area Sales Manager, you would be joining a national sales team with unparalleled growth within a leading financial services organisation that empowers British business. As a B2B Area Sales Manager you will be responsible for identifying and engaging with key industrial business partners to offer finance solutions, maximise sales, and increase business development for future business growth of the company.
As area sales manager with a background in financial solutions expertise OR industry knowledge of the industrial sector, you would liaise with key stakeholders (procurement/ engineering managers, finance directors, ‘decision makers’) to provide flexible uniquely tailored funding solutions to support and target SME /businesses across the UK for their purchase of e.g. industrial vehicles / haulage (vans/ trailers/ lorries etc) / plant machinery / manufacturing equipment etc.
Home-based (remote) - Own vehicle required.
What can we offer you?
- Uncapped commission structure with OTE 80-120k 1st year. li>Commission paid on every 'deal' li>Supportive team structure.
- Thorough training in HO to start the role quickly and informatively.
- Remote working environment.
- Superb benefits + car allowance + mileage (not car).
Key Responsibilities
- li>Cold calling and generating new business from scratch for new customer engagement within the UK, targeting accounts and representing the company to increase current UK sales.
- Prepare, maintain and develop the Key Account Financial Plans to customers offering financial solutions e.g. Hire Purchase, Sale and HP Back (equity release from assets) and Finance Lease.
- Liaise with key contacts /customers about medium and long-term sales forecasting.
- Updating the sales CRM systems with logging call activity – key to organisation and follow-ups. < i>Management of customer complaints in close liaison with teams, ensuring effective and proactive communication and resolution.
- Management of various customer projects both with the customer and internally within the company.
- Develop positive, proactive relationships across internal departments and with external stakeholders.
- Ensure that all company governance and compliance requirements are adhered to.
Qualifications / Experience
- Experience of working in a commercial B2B environment.
- Solid experience in ‘ industr ial sales’ / business development OR financial services experience
- Desirable - Experience of offering finance solutions e.g. Hire Purchase, Sale and HP Back (equity release from assets) and Finance Lease. Full training given. < i>Evidence of cold calling and travelling to customer sites. (Autonomy /freedom with your own customer base). li>Maintain a strong relationship within internal and external stakeholders.
- High levels commercial acumen with strong interpersonal skills
- Self-motivated, proactive & enthusiastic individual.
- Excellent communication and influencing skills, able to understand technical information and promote company financial solutions and products.
- Effectively manage and maintain peer and business relationships with a high degree of integrity and trust.
Salary Base + uncapped commission (Base / OTE 80-100k) |Pension- EC – 10%: Private Medical Insurance; Life Assurance etc. Social events. Remote working. To Apply : Please contact Alison Basson, job ref ABJ7402 on (phone number removed) or preferably apply to
This advertiser has chosen not to accept applicants from your region.
0
Area Sales Manager (Financial Solutions)
South East, South East
Hudson Shribman
Posted 15 days ago
Job Viewed
Job Description
Area Sales Manager (Financial Solutions) cCompetitive Base + OTE (80-100k) + Car Allowance
Remote - South East ABJ7402
As an experienced ambitious Area Sales Manager, you would be joining a national sales team with unparalleled growth within a leading financial services organisation that empowers British business. As a B2B Area Sales Manager you will be responsible for identifying and engaging with key industrial business partners to offer finance solutions, maximise sales, and increase business development for future business growth of the company.
As area sales manager with a background in financial solutions expertise OR industry knowledge of the industrial sector, you would liaise with key stakeholders (procurement/ engineering managers, finance directors, ‘decision makers’) to provide flexible uniquely tailored funding solutions to support and target SME /businesses across the UK for their purchase of e.g. industrial vehicles / haulage (vans/ trailers/ lorries etc) / plant machinery / manufacturing equipment etc.
Home-based (remote) - Own vehicle required.
What can we offer you?
- Uncapped commission structure with OTE 80-120k 1st year. li>Commission paid on every 'deal' li>Supportive team structure.
- Thorough training in HO to start the role quickly and informatively.
- Remote working environment.
- Superb benefits + car allowance + mileage (not car).
Key Responsibilities
- li>Cold calling and generating new business from scratch for new customer engagement within the UK, targeting accounts and representing the company to increase current UK sales.
- Prepare, maintain and develop the Key Account Financial Plans to customers offering financial solutions e.g. Hire Purchase, Sale and HP Back (equity release from assets) and Finance Lease.
- Liaise with key contacts /customers about medium and long-term sales forecasting.
- Updating the sales CRM systems with logging call activity – key to organisation and follow-ups. < i>Management of customer complaints in close liaison with teams, ensuring effective and proactive communication and resolution.
- Management of various customer projects both with the customer and internally within the company.
- Develop positive, proactive relationships across internal departments and with external stakeholders.
- Ensure that all company governance and compliance requirements are adhered to.
Qualifications / Experience
- Experience of working in a commercial B2B environment.
- Solid experience in ‘ industr ial sales’ / business development OR financial services experience
- Desirable - Experience of offering finance solutions e.g. Hire Purchase, Sale and HP Back (equity release from assets) and Finance Lease. Full training given. < i>Evidence of cold calling and travelling to customer sites. (Autonomy /freedom with your own customer base). li>Maintain a strong relationship within internal and external stakeholders.
- High levels commercial acumen with strong interpersonal skills
- Self-motivated, proactive & enthusiastic individual.
- Excellent communication and influencing skills, able to understand technical information and promote company financial solutions and products.
- Effectively manage and maintain peer and business relationships with a high degree of integrity and trust.
Salary Base + uncapped commission (Base / OTE 80-100k) |Pension- EC – 10%: Private Medical Insurance; Life Assurance etc. Social events. Remote working. To Apply : Please contact Alison Basson, job ref ABJ7402 on (phone number removed) or preferably apply to
This advertiser has chosen not to accept applicants from your region.
1
Senior Financial Solutions Manager - EMEA
London, London
Palo Alto Networks
Posted 16 days ago
Job Viewed
Job Description
**Our Mission**
At Palo Alto Networks® everything starts and ends with our mission:
Being the cybersecurity partner of choice, protecting our digital way of life.
Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we're looking for innovators who are as committed to shaping the future of cybersecurity as we are.
**Who We Are**
We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included.
As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few!
**Your Career**
Palo Alto Networks® is the fastest-growing security company in history. We offer the chance to be part of an important mission: ending breaches and protecting our way of digital life. If you are a motivated, intelligent, creative, and hardworking individual, then this job is for you!
Reporting to the Sn. Director of Sales Finance, the PANFS Financial Solution Manager will be responsible for helping Palo Alto Network's sales teams with structuring flexible financing solutions to maximize the customer's overall return on their investment. This is a unique opportunity to be part of a newly formed organization within the Company, leveraging prior experience and knowledge to grow and expand the organization's contributions and capabilities.
**Your Impact**
+ Work closely with PANFS leadership team to develop and manage PANFS financing programme so the business may meet and exceed its targets across EMEA
+ Build strong relationships with field sales, channel partners and financing partners
+ Develop training programmes for sales, channel partners and financing partners; how to leverage finance, benefits of financing, and why finance partner X.
+ Develop sales campaigns with sales, marketing, channel partners and finance partners to promote PAN products.
+ Support sales teams through the financing process.
+ Provide creative deal structuring and for strategic opportunities.
+ Be part of overall business planning on selected strategic accounts.
+ Provide an outstanding level of service to our customers, both internal and external.
**Your Experience**
+ Bachelor's Degree in Business Administration, Finance or Accounting; MBA or other certifications are a plus
+ (5)+ years' experience of leasing and financing experience via the channel
+ Excellent communication skills able to build relationships at all levels
+ Strong working knowledge of the leasing/financing industry
+ Broad knowledge of the different types of financing options
+ Collaborative and highly professional demeanor
+ Strong organization, prioritization, multi-tasking and time management skills.
+ Proficiency in Google Suite applications as well as certain Microsoft Office applications, including Excel and PowerPoint.
+ Ability to solve problems and think quickly under pressure
+ Work effectively across multiple geos as a team player in a collaborative environment as well with peers and members of the greater organization.
+ Be comfortable working in a fast-paced, deadline driven environment.
**The Team**
Palo Alto Networks Financial Services was formed to provide financing arrangements to Palo Alto Networks, Inc.'s Enterprise customers. The program was established in April 2020 in the US and is now expanding internationally.
Palo Alto Networks Financial Services reports into Treasury which is part of the very talented finance organization within Palo Alto Networks, Inc. Within finance, we seek people who are looking to try new things, while solving business critical equations. If you're seeking a financial challenge but with a world-wide impact - this is it.
**Our Commitment**
We're trailblazers who dream big, take risks, and challenge cybersecurity's status quo. It's simple: We can't accomplish our mission without diverse teams innovating, together.
We are committed to providing reasonable accommodations for all qualified individuals with disabilities. If you require assistance or accommodation due to a disability or special need, please contact us at .
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.
**Our Commitment**
We're problem solvers that take risks and challenge cybersecurity's status quo. It's simple: we can't accomplish our mission without diverse teams innovating, together.
We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at .
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.
All your information will be kept confidential according to EEO guidelines.
At Palo Alto Networks® everything starts and ends with our mission:
Being the cybersecurity partner of choice, protecting our digital way of life.
Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we're looking for innovators who are as committed to shaping the future of cybersecurity as we are.
**Who We Are**
We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included.
As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few!
**Your Career**
Palo Alto Networks® is the fastest-growing security company in history. We offer the chance to be part of an important mission: ending breaches and protecting our way of digital life. If you are a motivated, intelligent, creative, and hardworking individual, then this job is for you!
Reporting to the Sn. Director of Sales Finance, the PANFS Financial Solution Manager will be responsible for helping Palo Alto Network's sales teams with structuring flexible financing solutions to maximize the customer's overall return on their investment. This is a unique opportunity to be part of a newly formed organization within the Company, leveraging prior experience and knowledge to grow and expand the organization's contributions and capabilities.
**Your Impact**
+ Work closely with PANFS leadership team to develop and manage PANFS financing programme so the business may meet and exceed its targets across EMEA
+ Build strong relationships with field sales, channel partners and financing partners
+ Develop training programmes for sales, channel partners and financing partners; how to leverage finance, benefits of financing, and why finance partner X.
+ Develop sales campaigns with sales, marketing, channel partners and finance partners to promote PAN products.
+ Support sales teams through the financing process.
+ Provide creative deal structuring and for strategic opportunities.
+ Be part of overall business planning on selected strategic accounts.
+ Provide an outstanding level of service to our customers, both internal and external.
**Your Experience**
+ Bachelor's Degree in Business Administration, Finance or Accounting; MBA or other certifications are a plus
+ (5)+ years' experience of leasing and financing experience via the channel
+ Excellent communication skills able to build relationships at all levels
+ Strong working knowledge of the leasing/financing industry
+ Broad knowledge of the different types of financing options
+ Collaborative and highly professional demeanor
+ Strong organization, prioritization, multi-tasking and time management skills.
+ Proficiency in Google Suite applications as well as certain Microsoft Office applications, including Excel and PowerPoint.
+ Ability to solve problems and think quickly under pressure
+ Work effectively across multiple geos as a team player in a collaborative environment as well with peers and members of the greater organization.
+ Be comfortable working in a fast-paced, deadline driven environment.
**The Team**
Palo Alto Networks Financial Services was formed to provide financing arrangements to Palo Alto Networks, Inc.'s Enterprise customers. The program was established in April 2020 in the US and is now expanding internationally.
Palo Alto Networks Financial Services reports into Treasury which is part of the very talented finance organization within Palo Alto Networks, Inc. Within finance, we seek people who are looking to try new things, while solving business critical equations. If you're seeking a financial challenge but with a world-wide impact - this is it.
**Our Commitment**
We're trailblazers who dream big, take risks, and challenge cybersecurity's status quo. It's simple: We can't accomplish our mission without diverse teams innovating, together.
We are committed to providing reasonable accommodations for all qualified individuals with disabilities. If you require assistance or accommodation due to a disability or special need, please contact us at .
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.
**Our Commitment**
We're problem solvers that take risks and challenge cybersecurity's status quo. It's simple: we can't accomplish our mission without diverse teams innovating, together.
We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at .
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.
All your information will be kept confidential according to EEO guidelines.
This advertiser has chosen not to accept applicants from your region.
2
Equity Index Solutions Specialist,Financial Solutions
London, London
Bloomberg
Posted today
Job Viewed
Job Description
Equity Index Solutions Specialist, Financial Solutions
Location
London
Business Area
Sales and Client Service
Ref #
**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 used throughout the investment process.
**Whatu2019s the role?**
Weu2019re looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloombergu2019s equity index offerings. This is a highly technical and commercially focused role, ideal for professionals with deep experience in equitiesu2014particularly in the asset management or index provider space.
Youu2019ll act as a key partner to our index sales and relationship teams, using your expertise to translate complex index methodologies into actionable insights for institutional clients. Your contributions will span everything from backtesting and strategic advisory to market development and client engagement.
You'll be at the forefront of Bloombergu2019s expanding equity index business, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. This is an opportunity to blend technical depth, commercial savvy, and industry influence in a role with real impact.
**Weu2019ll trust you to:**
Lead client engagement by delivering impactful presentations, running custom backtests, and articulating index methodologies clearly to investment professionals.
Drive commercial outcomes by identifying opportunities to grow market share across traditional, ESG, factor-based, and custom equity indices.
Support strategic product development by feeding client insights back to product, research, and engineering teams.
Strengthen market visibility of Bloomberg's equity index capabilities through external meetings, thought leadership, and go-to-market initiatives.
Build lasting partnerships with key clients at asset managers, pension funds, and other institutional investors.
Contribute to strategic planning, including market sizing, competitive analysis, and post-launch product growth.
**Youu2019ll need to have:**
7+ years of experience in the equity space; this could be equity research, portfolio management, index strategy, or institutional sales
A strong grasp of equity index construction, methodologies, and their role in portfolio design
A proven track record in business development, client advisory, or revenue generation
Excellent presentation and interpersonal skills with the ability to simplify technical concepts
Commercial drive with the ability to manage pipelines and meet ambitious growth targets
CFA or equivalent is an advantage
High-level proficiency in data analysis; experience with backtesting or index analytics tools is a plus
Willingness to travel and engage with clients across regions
Fluency in English; additional languages are a bonus
**If this sounds like you:**
Apply if you think we're a good match! We'll get in touch with you to let you know the next steps but in the meantime feel free to browse this: is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
London
Business Area
Sales and Client Service
Ref #
**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 used throughout the investment process.
**Whatu2019s the role?**
Weu2019re looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloombergu2019s equity index offerings. This is a highly technical and commercially focused role, ideal for professionals with deep experience in equitiesu2014particularly in the asset management or index provider space.
Youu2019ll act as a key partner to our index sales and relationship teams, using your expertise to translate complex index methodologies into actionable insights for institutional clients. Your contributions will span everything from backtesting and strategic advisory to market development and client engagement.
You'll be at the forefront of Bloombergu2019s expanding equity index business, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. This is an opportunity to blend technical depth, commercial savvy, and industry influence in a role with real impact.
**Weu2019ll trust you to:**
Lead client engagement by delivering impactful presentations, running custom backtests, and articulating index methodologies clearly to investment professionals.
Drive commercial outcomes by identifying opportunities to grow market share across traditional, ESG, factor-based, and custom equity indices.
Support strategic product development by feeding client insights back to product, research, and engineering teams.
Strengthen market visibility of Bloomberg's equity index capabilities through external meetings, thought leadership, and go-to-market initiatives.
Build lasting partnerships with key clients at asset managers, pension funds, and other institutional investors.
Contribute to strategic planning, including market sizing, competitive analysis, and post-launch product growth.
**Youu2019ll need to have:**
7+ years of experience in the equity space; this could be equity research, portfolio management, index strategy, or institutional sales
A strong grasp of equity index construction, methodologies, and their role in portfolio design
A proven track record in business development, client advisory, or revenue generation
Excellent presentation and interpersonal skills with the ability to simplify technical concepts
Commercial drive with the ability to manage pipelines and meet ambitious growth targets
CFA or equivalent is an advantage
High-level proficiency in data analysis; experience with backtesting or index analytics tools is a plus
Willingness to travel and engage with clients across regions
Fluency in English; additional languages are a bonus
**If this sounds like you:**
Apply if you think we're a good match! We'll get in touch with you to let you know the next steps but in the meantime feel free to browse this: is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
This advertiser has chosen not to accept applicants from your region.
3
Equity Index Solutions Specialist,Financial Solutions
London, London
Bloomberg
Posted today
Job Viewed
Job Description
Equity Index Solutions Specialist, Financial Solutions
Location
London
Business Area
Sales and Client Service
Ref #
**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 used throughout the investment process.
**Whatu2019s the role?**
Weu2019re looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloombergu2019s equity index offerings. This is a highly technical and commercially focused role, ideal for professionals with deep experience in equitiesu2014particularly in the asset management or index provider space.
Youu2019ll act as a key partner to our index sales and relationship teams, using your expertise to translate complex index methodologies into actionable insights for institutional clients. Your contributions will span everything from backtesting and strategic advisory to market development and client engagement.
You'll be at the forefront of Bloombergu2019s expanding equity index business, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. This is an opportunity to blend technical depth, commercial savvy, and industry influence in a role with real impact.
**Weu2019ll trust you to:**
Lead client engagement by delivering impactful presentations, running custom backtests, and articulating index methodologies clearly to investment professionals.
Drive commercial outcomes by identifying opportunities to grow market share across traditional, ESG, factor-based, and custom equity indices.
Support strategic product development by feeding client insights back to product, research, and engineering teams.
Strengthen market visibility of Bloomberg's equity index capabilities through external meetings, thought leadership, and go-to-market initiatives.
Build lasting partnerships with key clients at asset managers, pension funds, and other institutional investors.
Contribute to strategic planning, including market sizing, competitive analysis, and post-launch product growth.
**Youu2019ll need to have:**
7+ years of experience in the equity space; this could be equity research, portfolio management, index strategy, or institutional sales
A strong grasp of equity index construction, methodologies, and their role in portfolio design
A proven track record in business development, client advisory, or revenue generation
Excellent presentation and interpersonal skills with the ability to simplify technical concepts
Commercial drive with the ability to manage pipelines and meet ambitious growth targets
CFA or equivalent is an advantage
High-level proficiency in data analysis; experience with backtesting or index analytics tools is a plus
Willingness to travel and engage with clients across regions
Fluency in English; additional languages are a bonus
**If this sounds like you:**
Apply if you think we're a good match! We'll get in touch with you to let you know the next steps but in the meantime feel free to browse this: is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
London
Business Area
Sales and Client Service
Ref #
**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 used throughout the investment process.
**Whatu2019s the role?**
Weu2019re looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloombergu2019s equity index offerings. This is a highly technical and commercially focused role, ideal for professionals with deep experience in equitiesu2014particularly in the asset management or index provider space.
Youu2019ll act as a key partner to our index sales and relationship teams, using your expertise to translate complex index methodologies into actionable insights for institutional clients. Your contributions will span everything from backtesting and strategic advisory to market development and client engagement.
You'll be at the forefront of Bloombergu2019s expanding equity index business, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. This is an opportunity to blend technical depth, commercial savvy, and industry influence in a role with real impact.
**Weu2019ll trust you to:**
Lead client engagement by delivering impactful presentations, running custom backtests, and articulating index methodologies clearly to investment professionals.
Drive commercial outcomes by identifying opportunities to grow market share across traditional, ESG, factor-based, and custom equity indices.
Support strategic product development by feeding client insights back to product, research, and engineering teams.
Strengthen market visibility of Bloomberg's equity index capabilities through external meetings, thought leadership, and go-to-market initiatives.
Build lasting partnerships with key clients at asset managers, pension funds, and other institutional investors.
Contribute to strategic planning, including market sizing, competitive analysis, and post-launch product growth.
**Youu2019ll need to have:**
7+ years of experience in the equity space; this could be equity research, portfolio management, index strategy, or institutional sales
A strong grasp of equity index construction, methodologies, and their role in portfolio design
A proven track record in business development, client advisory, or revenue generation
Excellent presentation and interpersonal skills with the ability to simplify technical concepts
Commercial drive with the ability to manage pipelines and meet ambitious growth targets
CFA or equivalent is an advantage
High-level proficiency in data analysis; experience with backtesting or index analytics tools is a plus
Willingness to travel and engage with clients across regions
Fluency in English; additional languages are a bonus
**If this sounds like you:**
Apply if you think we're a good match! We'll get in touch with you to let you know the next steps but in the meantime feel free to browse this: is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
This advertiser has chosen not to accept applicants from your region.
4
Equity Index Solutions Specialist, Financial Solutions
London, London
Bloomberg
Posted 8 days ago
Job Viewed
Job Description
Equity Index Solutions Specialist, Financial Solutions
Location
London
Business Area
Sales and Client Service
Ref #
**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 used throughout the investment process.
**What's the role?**
We're looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloomberg's equity index offerings. This is a highly technical and commercially focused role, ideal for professionals with deep experience in equities-particularly in the asset management or index provider space.
You'll act as a key partner to our index sales and relationship teams, using your expertise to translate complex index methodologies into actionable insights for institutional clients. Your contributions will span everything from backtesting and strategic advisory to market development and client engagement.
You'll be at the forefront of Bloomberg's expanding equity index business, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. This is an opportunity to blend technical depth, commercial savvy, and industry influence in a role with real impact.
**We'll trust you to:**
+ Lead client engagement by delivering impactful presentations, running custom backtests, and articulating index methodologies clearly to investment professionals.
+ Drive commercial outcomes by identifying opportunities to grow market share across traditional, ESG, factor-based, and custom equity indices.
+ Support strategic product development by feeding client insights back to product, research, and engineering teams.
+ Strengthen market visibility of Bloomberg's equity index capabilities through external meetings, thought leadership, and go-to-market initiatives.
+ Build lasting partnerships with key clients at asset managers, pension funds, and other institutional investors.
+ Contribute to strategic planning, including market sizing, competitive analysis, and post-launch product growth.
**You'll need to have:**
+ 7+ years of experience in the equity space; this could be equity research, portfolio management, index strategy, or institutional sales
+ A strong grasp of equity index construction, methodologies, and their role in portfolio design
+ A proven track record in business development, client advisory, or revenue generation
+ Excellent presentation and interpersonal skills with the ability to simplify technical concepts
+ Commercial drive with the ability to manage pipelines and meet ambitious growth targets
+ CFA or equivalent is an advantage
+ High-level proficiency in data analysis; experience with backtesting or index analytics tools is a plus
+ Willingness to travel and engage with clients across regions
+ Fluency in English; additional languages are a bonus
**If this sounds like you:**
Apply if you think we're a good match! We'll get in touch with you to let you know the next steps but in the meantime feel free to browse this: is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
London
Business Area
Sales and Client Service
Ref #
**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 used throughout the investment process.
**What's the role?**
We're looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloomberg's equity index offerings. This is a highly technical and commercially focused role, ideal for professionals with deep experience in equities-particularly in the asset management or index provider space.
You'll act as a key partner to our index sales and relationship teams, using your expertise to translate complex index methodologies into actionable insights for institutional clients. Your contributions will span everything from backtesting and strategic advisory to market development and client engagement.
You'll be at the forefront of Bloomberg's expanding equity index business, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. This is an opportunity to blend technical depth, commercial savvy, and industry influence in a role with real impact.
**We'll trust you to:**
+ Lead client engagement by delivering impactful presentations, running custom backtests, and articulating index methodologies clearly to investment professionals.
+ Drive commercial outcomes by identifying opportunities to grow market share across traditional, ESG, factor-based, and custom equity indices.
+ Support strategic product development by feeding client insights back to product, research, and engineering teams.
+ Strengthen market visibility of Bloomberg's equity index capabilities through external meetings, thought leadership, and go-to-market initiatives.
+ Build lasting partnerships with key clients at asset managers, pension funds, and other institutional investors.
+ Contribute to strategic planning, including market sizing, competitive analysis, and post-launch product growth.
**You'll need to have:**
+ 7+ years of experience in the equity space; this could be equity research, portfolio management, index strategy, or institutional sales
+ A strong grasp of equity index construction, methodologies, and their role in portfolio design
+ A proven track record in business development, client advisory, or revenue generation
+ Excellent presentation and interpersonal skills with the ability to simplify technical concepts
+ Commercial drive with the ability to manage pipelines and meet ambitious growth targets
+ CFA or equivalent is an advantage
+ High-level proficiency in data analysis; experience with backtesting or index analytics tools is a plus
+ Willingness to travel and engage with clients across regions
+ Fluency in English; additional languages are a bonus
**If this sounds like you:**
Apply if you think we're a good match! We'll get in touch with you to let you know the next steps but in the meantime feel free to browse this: is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
This advertiser has chosen not to accept applicants from your region.
5
Technical Account Manager Team Leader - Enterprise Services,Financial Solutions
London, London
Bloomberg
Posted today
Job Viewed
Job Description
Technical Account Manager Team Leader - Enterprise Services, Financial Solutions
Location
London
Business Area
Sales and Client Service
Ref #
**Description & Requirements**
Weu2019re Bloomberg Enterprise Data - fast paced, innovative and expanding. We have worked hard and smart to become the successful business we are today. We partner closely with our clients, taking time to understand their unique businesses and individual data and technology needs. Our endless selection of datasets, covering all asset types, with multiple delivery technologies and flexible scheduling mean our clients are able to get exactly the data they need, when they need it, in the format they prefer. Without us, they simply canu2019t operate.
**What's the role?**
As a key member of the EMEA leadership team you will be responsible for leading, motivating and developing a regional team who provide the primary technical interface into Bloomberg for some of our largest clients.
You'll be hands-on in driving the team to execute a variety of projects and technical enhancements to help our clients make major technology and data decisions. On a daily basis, under your guidance and support, the team services our clients through complex inquiries with the expectation that you are a point of escalation for clients and the salesforce.
You'll enable our customers to gain maximum benefit from their partnership with Bloomberg by helping them gain a detailed understanding of how our products and services can solve real problems for their business.
**The responsibilities of this role will breakdown into 5 key areas:**
1: Leadership & talent management
- Lead from the front helping to develop and set the tone for the team on a variety of interactions.
- Motivate the team to perform at the peak of their potential and build team spirit
- Coach & develop team members
- Possess the ability to give clear, constructive and actionable feedback
- Collaborate closely with internal and external stakeholders, including other offices across the globe to drive projects and maintain a consistent cross-regional operation.
2: Presales
- Partner with the account team (Sales and Product Specialists) to identify and qualify sales opportunities
- Collaborate with Sales to maximize revenue and continue to expand our products and services to our clients
- Understand client technical priorities and objectives and map Bloomberg solutions against those requirements
- Provide inputs on proposed requirements for implementing and supporting new products based upon a thorough analysis of client feedback
3: Implementation
- Form a comprehensive and cohesive plan in collaboration with the client for integration into target businesses across multiple regions
- Oversee the engagements, and as required leverage the necessary internal resources to ensure a successful delivery of the agreed solution
4: Account management
- Provide technical subject matter expertise across the Enterprise Data product portfolio
- Ensure a consistent, cohesive and comprehensive level of service delivery into all accounts
- Forge deep relationships across the client's technology teams within both the vertical IT and business silos (Equities, FICC, FX etc.) and horizontal functions (CTO, Architecture, Infrastructure, Sourcing etc.)
- Attain a deep and extensive understanding of your client's architecture, infrastructure and application environment
5: Strategy
- Continually build and plan for the future, have a firm understanding of where we want to position ourselves (with the team, our clients, technology and products) and how we are going to get there.
- Partner with Technical Sales to understand their individual country strategies and key focus areas within the EMEA market.
- Analyze areas where we are reactive and work to develop proactive approaches.
- Stay up to date on client and industry technology trends to help Bloomberg continue to be best in class for service and technology.
-Be the trusted partner with clients translating new market need and improvement areas to our product teams by means of actionable and relevant feedback
**What do I need to apply?**
- 10 or more years of experience working in a Financial Institution or Financial Technology firm
- Deep knowledge of all kinds of market data delivery and distribution technologies
- Extensive people management experience, leading and motivating cross functional teams
- A track record of driving collaboration across diverse groups and regions
- An ability to bring people together to build and execute on clear business plans
- Experience in managing change
- An ability to translate business requirements into individual, team and regional objectives
- Extensive experience in building and developing diverse teams
- A broad understanding of Capital Markets
- Knowledge of Bloomberg and other vendoru2019s Enterprise products and solutions
- Experience working closely with a Sales organization, understanding of the sales life cycle
- A developer and/or infrastructure background would be beneficial
During the interview process we would love to hear about:
- Your track record of leadership
- How you manage competing priorities, multi-task, and thrive under pressure
- Stories of delivering complex technology solutions in financial markets
- Your experience in enterprise-level selling and client partnership.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
London
Business Area
Sales and Client Service
Ref #
**Description & Requirements**
Weu2019re Bloomberg Enterprise Data - fast paced, innovative and expanding. We have worked hard and smart to become the successful business we are today. We partner closely with our clients, taking time to understand their unique businesses and individual data and technology needs. Our endless selection of datasets, covering all asset types, with multiple delivery technologies and flexible scheduling mean our clients are able to get exactly the data they need, when they need it, in the format they prefer. Without us, they simply canu2019t operate.
**What's the role?**
As a key member of the EMEA leadership team you will be responsible for leading, motivating and developing a regional team who provide the primary technical interface into Bloomberg for some of our largest clients.
You'll be hands-on in driving the team to execute a variety of projects and technical enhancements to help our clients make major technology and data decisions. On a daily basis, under your guidance and support, the team services our clients through complex inquiries with the expectation that you are a point of escalation for clients and the salesforce.
You'll enable our customers to gain maximum benefit from their partnership with Bloomberg by helping them gain a detailed understanding of how our products and services can solve real problems for their business.
**The responsibilities of this role will breakdown into 5 key areas:**
1: Leadership & talent management
- Lead from the front helping to develop and set the tone for the team on a variety of interactions.
- Motivate the team to perform at the peak of their potential and build team spirit
- Coach & develop team members
- Possess the ability to give clear, constructive and actionable feedback
- Collaborate closely with internal and external stakeholders, including other offices across the globe to drive projects and maintain a consistent cross-regional operation.
2: Presales
- Partner with the account team (Sales and Product Specialists) to identify and qualify sales opportunities
- Collaborate with Sales to maximize revenue and continue to expand our products and services to our clients
- Understand client technical priorities and objectives and map Bloomberg solutions against those requirements
- Provide inputs on proposed requirements for implementing and supporting new products based upon a thorough analysis of client feedback
3: Implementation
- Form a comprehensive and cohesive plan in collaboration with the client for integration into target businesses across multiple regions
- Oversee the engagements, and as required leverage the necessary internal resources to ensure a successful delivery of the agreed solution
4: Account management
- Provide technical subject matter expertise across the Enterprise Data product portfolio
- Ensure a consistent, cohesive and comprehensive level of service delivery into all accounts
- Forge deep relationships across the client's technology teams within both the vertical IT and business silos (Equities, FICC, FX etc.) and horizontal functions (CTO, Architecture, Infrastructure, Sourcing etc.)
- Attain a deep and extensive understanding of your client's architecture, infrastructure and application environment
5: Strategy
- Continually build and plan for the future, have a firm understanding of where we want to position ourselves (with the team, our clients, technology and products) and how we are going to get there.
- Partner with Technical Sales to understand their individual country strategies and key focus areas within the EMEA market.
- Analyze areas where we are reactive and work to develop proactive approaches.
- Stay up to date on client and industry technology trends to help Bloomberg continue to be best in class for service and technology.
-Be the trusted partner with clients translating new market need and improvement areas to our product teams by means of actionable and relevant feedback
**What do I need to apply?**
- 10 or more years of experience working in a Financial Institution or Financial Technology firm
- Deep knowledge of all kinds of market data delivery and distribution technologies
- Extensive people management experience, leading and motivating cross functional teams
- A track record of driving collaboration across diverse groups and regions
- An ability to bring people together to build and execute on clear business plans
- Experience in managing change
- An ability to translate business requirements into individual, team and regional objectives
- Extensive experience in building and developing diverse teams
- A broad understanding of Capital Markets
- Knowledge of Bloomberg and other vendoru2019s Enterprise products and solutions
- Experience working closely with a Sales organization, understanding of the sales life cycle
- A developer and/or infrastructure background would be beneficial
During the interview process we would love to hear about:
- Your track record of leadership
- How you manage competing priorities, multi-task, and thrive under pressure
- Stories of delivering complex technology solutions in financial markets
- Your experience in enterprise-level selling and client partnership.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
This advertiser has chosen not to accept applicants from your region.
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6
Technical Account Manager Team Leader - Enterprise Services,Financial Solutions
London, London
Bloomberg
Posted today
Job Viewed
Job Description
Technical Account Manager Team Leader - Enterprise Services, Financial Solutions
Location
London
Business Area
Sales and Client Service
Ref #
**Description & Requirements**
Weu2019re Bloomberg Enterprise Data - fast paced, innovative and expanding. We have worked hard and smart to become the successful business we are today. We partner closely with our clients, taking time to understand their unique businesses and individual data and technology needs. Our endless selection of datasets, covering all asset types, with multiple delivery technologies and flexible scheduling mean our clients are able to get exactly the data they need, when they need it, in the format they prefer. Without us, they simply canu2019t operate.
**What's the role?**
As a key member of the EMEA leadership team you will be responsible for leading, motivating and developing a regional team who provide the primary technical interface into Bloomberg for some of our largest clients.
You'll be hands-on in driving the team to execute a variety of projects and technical enhancements to help our clients make major technology and data decisions. On a daily basis, under your guidance and support, the team services our clients through complex inquiries with the expectation that you are a point of escalation for clients and the salesforce.
You'll enable our customers to gain maximum benefit from their partnership with Bloomberg by helping them gain a detailed understanding of how our products and services can solve real problems for their business.
**The responsibilities of this role will breakdown into 5 key areas:**
1: Leadership & talent management
- Lead from the front helping to develop and set the tone for the team on a variety of interactions.
- Motivate the team to perform at the peak of their potential and build team spirit
- Coach & develop team members
- Possess the ability to give clear, constructive and actionable feedback
- Collaborate closely with internal and external stakeholders, including other offices across the globe to drive projects and maintain a consistent cross-regional operation.
2: Presales
- Partner with the account team (Sales and Product Specialists) to identify and qualify sales opportunities
- Collaborate with Sales to maximize revenue and continue to expand our products and services to our clients
- Understand client technical priorities and objectives and map Bloomberg solutions against those requirements
- Provide inputs on proposed requirements for implementing and supporting new products based upon a thorough analysis of client feedback
3: Implementation
- Form a comprehensive and cohesive plan in collaboration with the client for integration into target businesses across multiple regions
- Oversee the engagements, and as required leverage the necessary internal resources to ensure a successful delivery of the agreed solution
4: Account management
- Provide technical subject matter expertise across the Enterprise Data product portfolio
- Ensure a consistent, cohesive and comprehensive level of service delivery into all accounts
- Forge deep relationships across the client's technology teams within both the vertical IT and business silos (Equities, FICC, FX etc.) and horizontal functions (CTO, Architecture, Infrastructure, Sourcing etc.)
- Attain a deep and extensive understanding of your client's architecture, infrastructure and application environment
5: Strategy
- Continually build and plan for the future, have a firm understanding of where we want to position ourselves (with the team, our clients, technology and products) and how we are going to get there.
- Partner with Technical Sales to understand their individual country strategies and key focus areas within the EMEA market.
- Analyze areas where we are reactive and work to develop proactive approaches.
- Stay up to date on client and industry technology trends to help Bloomberg continue to be best in class for service and technology.
-Be the trusted partner with clients translating new market need and improvement areas to our product teams by means of actionable and relevant feedback
**What do I need to apply?**
- 10 or more years of experience working in a Financial Institution or Financial Technology firm
- Deep knowledge of all kinds of market data delivery and distribution technologies
- Extensive people management experience, leading and motivating cross functional teams
- A track record of driving collaboration across diverse groups and regions
- An ability to bring people together to build and execute on clear business plans
- Experience in managing change
- An ability to translate business requirements into individual, team and regional objectives
- Extensive experience in building and developing diverse teams
- A broad understanding of Capital Markets
- Knowledge of Bloomberg and other vendoru2019s Enterprise products and solutions
- Experience working closely with a Sales organization, understanding of the sales life cycle
- A developer and/or infrastructure background would be beneficial
During the interview process we would love to hear about:
- Your track record of leadership
- How you manage competing priorities, multi-task, and thrive under pressure
- Stories of delivering complex technology solutions in financial markets
- Your experience in enterprise-level selling and client partnership.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
London
Business Area
Sales and Client Service
Ref #
**Description & Requirements**
Weu2019re Bloomberg Enterprise Data - fast paced, innovative and expanding. We have worked hard and smart to become the successful business we are today. We partner closely with our clients, taking time to understand their unique businesses and individual data and technology needs. Our endless selection of datasets, covering all asset types, with multiple delivery technologies and flexible scheduling mean our clients are able to get exactly the data they need, when they need it, in the format they prefer. Without us, they simply canu2019t operate.
**What's the role?**
As a key member of the EMEA leadership team you will be responsible for leading, motivating and developing a regional team who provide the primary technical interface into Bloomberg for some of our largest clients.
You'll be hands-on in driving the team to execute a variety of projects and technical enhancements to help our clients make major technology and data decisions. On a daily basis, under your guidance and support, the team services our clients through complex inquiries with the expectation that you are a point of escalation for clients and the salesforce.
You'll enable our customers to gain maximum benefit from their partnership with Bloomberg by helping them gain a detailed understanding of how our products and services can solve real problems for their business.
**The responsibilities of this role will breakdown into 5 key areas:**
1: Leadership & talent management
- Lead from the front helping to develop and set the tone for the team on a variety of interactions.
- Motivate the team to perform at the peak of their potential and build team spirit
- Coach & develop team members
- Possess the ability to give clear, constructive and actionable feedback
- Collaborate closely with internal and external stakeholders, including other offices across the globe to drive projects and maintain a consistent cross-regional operation.
2: Presales
- Partner with the account team (Sales and Product Specialists) to identify and qualify sales opportunities
- Collaborate with Sales to maximize revenue and continue to expand our products and services to our clients
- Understand client technical priorities and objectives and map Bloomberg solutions against those requirements
- Provide inputs on proposed requirements for implementing and supporting new products based upon a thorough analysis of client feedback
3: Implementation
- Form a comprehensive and cohesive plan in collaboration with the client for integration into target businesses across multiple regions
- Oversee the engagements, and as required leverage the necessary internal resources to ensure a successful delivery of the agreed solution
4: Account management
- Provide technical subject matter expertise across the Enterprise Data product portfolio
- Ensure a consistent, cohesive and comprehensive level of service delivery into all accounts
- Forge deep relationships across the client's technology teams within both the vertical IT and business silos (Equities, FICC, FX etc.) and horizontal functions (CTO, Architecture, Infrastructure, Sourcing etc.)
- Attain a deep and extensive understanding of your client's architecture, infrastructure and application environment
5: Strategy
- Continually build and plan for the future, have a firm understanding of where we want to position ourselves (with the team, our clients, technology and products) and how we are going to get there.
- Partner with Technical Sales to understand their individual country strategies and key focus areas within the EMEA market.
- Analyze areas where we are reactive and work to develop proactive approaches.
- Stay up to date on client and industry technology trends to help Bloomberg continue to be best in class for service and technology.
-Be the trusted partner with clients translating new market need and improvement areas to our product teams by means of actionable and relevant feedback
**What do I need to apply?**
- 10 or more years of experience working in a Financial Institution or Financial Technology firm
- Deep knowledge of all kinds of market data delivery and distribution technologies
- Extensive people management experience, leading and motivating cross functional teams
- A track record of driving collaboration across diverse groups and regions
- An ability to bring people together to build and execute on clear business plans
- Experience in managing change
- An ability to translate business requirements into individual, team and regional objectives
- Extensive experience in building and developing diverse teams
- A broad understanding of Capital Markets
- Knowledge of Bloomberg and other vendoru2019s Enterprise products and solutions
- Experience working closely with a Sales organization, understanding of the sales life cycle
- A developer and/or infrastructure background would be beneficial
During the interview process we would love to hear about:
- Your track record of leadership
- How you manage competing priorities, multi-task, and thrive under pressure
- Stories of delivering complex technology solutions in financial markets
- Your experience in enterprise-level selling and client partnership.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
This advertiser has chosen not to accept applicants from your region.
7
Technical Account Manager Team Leader - Enterprise Services, Financial Solutions
London, London
Bloomberg
Posted 12 days ago
Job Viewed
Job Description
Technical Account Manager Team Leader - Enterprise Services, Financial Solutions
Location
London
Business Area
Sales and Client Service
Ref #
**Description & Requirements**
We're Bloomberg Enterprise Data - fast paced, innovative and expanding. We have worked hard and smart to become the successful business we are today. We partner closely with our clients, taking time to understand their unique businesses and individual data and technology needs. Our endless selection of datasets, covering all asset types, with multiple delivery technologies and flexible scheduling mean our clients are able to get exactly the data they need, when they need it, in the format they prefer. Without us, they simply can't operate.
**What's the role?**
As a key member of the EMEA leadership team you will be responsible for leading, motivating and developing a regional team who provide the primary technical interface into Bloomberg for some of our largest clients.
You'll be hands-on in driving the team to execute a variety of projects and technical enhancements to help our clients make major technology and data decisions. On a daily basis, under your guidance and support, the team services our clients through complex inquiries with the expectation that you are a point of escalation for clients and the salesforce.
You'll enable our customers to gain maximum benefit from their partnership with Bloomberg by helping them gain a detailed understanding of how our products and services can solve real problems for their business.
**The responsibilities of this role will breakdown into 5 key areas:**
1: Leadership & talent management
- Lead from the front helping to develop and set the tone for the team on a variety of interactions.
- Motivate the team to perform at the peak of their potential and build team spirit
- Coach & develop team members
- Possess the ability to give clear, constructive and actionable feedback
- Collaborate closely with internal and external stakeholders, including other offices across the globe to drive projects and maintain a consistent cross-regional operation.
2: Presales
- Partner with the account team (Sales and Product Specialists) to identify and qualify sales opportunities
- Collaborate with Sales to maximize revenue and continue to expand our products and services to our clients
- Understand client technical priorities and objectives and map Bloomberg solutions against those requirements
- Provide inputs on proposed requirements for implementing and supporting new products based upon a thorough analysis of client feedback
3: Implementation
- Form a comprehensive and cohesive plan in collaboration with the client for integration into target businesses across multiple regions
- Oversee the engagements, and as required leverage the necessary internal resources to ensure a successful delivery of the agreed solution
4: Account management
- Provide technical subject matter expertise across the Enterprise Data product portfolio
- Ensure a consistent, cohesive and comprehensive level of service delivery into all accounts
- Forge deep relationships across the client's technology teams within both the vertical IT and business silos (Equities, FICC, FX etc.) and horizontal functions (CTO, Architecture, Infrastructure, Sourcing etc.)
- Attain a deep and extensive understanding of your client's architecture, infrastructure and application environment
5: Strategy
- Continually build and plan for the future, have a firm understanding of where we want to position ourselves (with the team, our clients, technology and products) and how we are going to get there.
- Partner with Technical Sales to understand their individual country strategies and key focus areas within the EMEA market.
- Analyze areas where we are reactive and work to develop proactive approaches.
- Stay up to date on client and industry technology trends to help Bloomberg continue to be best in class for service and technology.
-Be the trusted partner with clients translating new market need and improvement areas to our product teams by means of actionable and relevant feedback
**What do I need to apply?**
- 10 or more years of experience working in a Financial Institution or Financial Technology firm
- Deep knowledge of all kinds of market data delivery and distribution technologies
- Extensive people management experience, leading and motivating cross functional teams
- A track record of driving collaboration across diverse groups and regions
- An ability to bring people together to build and execute on clear business plans
- Experience in managing change
- An ability to translate business requirements into individual, team and regional objectives
- Extensive experience in building and developing diverse teams
- A broad understanding of Capital Markets
- Knowledge of Bloomberg and other vendor's Enterprise products and solutions
- Experience working closely with a Sales organization, understanding of the sales life cycle
- A developer and/or infrastructure background would be beneficial
During the interview process we would love to hear about:
- Your track record of leadership
- How you manage competing priorities, multi-task, and thrive under pressure
- Stories of delivering complex technology solutions in financial markets
- Your experience in enterprise-level selling and client partnership.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
London
Business Area
Sales and Client Service
Ref #
**Description & Requirements**
We're Bloomberg Enterprise Data - fast paced, innovative and expanding. We have worked hard and smart to become the successful business we are today. We partner closely with our clients, taking time to understand their unique businesses and individual data and technology needs. Our endless selection of datasets, covering all asset types, with multiple delivery technologies and flexible scheduling mean our clients are able to get exactly the data they need, when they need it, in the format they prefer. Without us, they simply can't operate.
**What's the role?**
As a key member of the EMEA leadership team you will be responsible for leading, motivating and developing a regional team who provide the primary technical interface into Bloomberg for some of our largest clients.
You'll be hands-on in driving the team to execute a variety of projects and technical enhancements to help our clients make major technology and data decisions. On a daily basis, under your guidance and support, the team services our clients through complex inquiries with the expectation that you are a point of escalation for clients and the salesforce.
You'll enable our customers to gain maximum benefit from their partnership with Bloomberg by helping them gain a detailed understanding of how our products and services can solve real problems for their business.
**The responsibilities of this role will breakdown into 5 key areas:**
1: Leadership & talent management
- Lead from the front helping to develop and set the tone for the team on a variety of interactions.
- Motivate the team to perform at the peak of their potential and build team spirit
- Coach & develop team members
- Possess the ability to give clear, constructive and actionable feedback
- Collaborate closely with internal and external stakeholders, including other offices across the globe to drive projects and maintain a consistent cross-regional operation.
2: Presales
- Partner with the account team (Sales and Product Specialists) to identify and qualify sales opportunities
- Collaborate with Sales to maximize revenue and continue to expand our products and services to our clients
- Understand client technical priorities and objectives and map Bloomberg solutions against those requirements
- Provide inputs on proposed requirements for implementing and supporting new products based upon a thorough analysis of client feedback
3: Implementation
- Form a comprehensive and cohesive plan in collaboration with the client for integration into target businesses across multiple regions
- Oversee the engagements, and as required leverage the necessary internal resources to ensure a successful delivery of the agreed solution
4: Account management
- Provide technical subject matter expertise across the Enterprise Data product portfolio
- Ensure a consistent, cohesive and comprehensive level of service delivery into all accounts
- Forge deep relationships across the client's technology teams within both the vertical IT and business silos (Equities, FICC, FX etc.) and horizontal functions (CTO, Architecture, Infrastructure, Sourcing etc.)
- Attain a deep and extensive understanding of your client's architecture, infrastructure and application environment
5: Strategy
- Continually build and plan for the future, have a firm understanding of where we want to position ourselves (with the team, our clients, technology and products) and how we are going to get there.
- Partner with Technical Sales to understand their individual country strategies and key focus areas within the EMEA market.
- Analyze areas where we are reactive and work to develop proactive approaches.
- Stay up to date on client and industry technology trends to help Bloomberg continue to be best in class for service and technology.
-Be the trusted partner with clients translating new market need and improvement areas to our product teams by means of actionable and relevant feedback
**What do I need to apply?**
- 10 or more years of experience working in a Financial Institution or Financial Technology firm
- Deep knowledge of all kinds of market data delivery and distribution technologies
- Extensive people management experience, leading and motivating cross functional teams
- A track record of driving collaboration across diverse groups and regions
- An ability to bring people together to build and execute on clear business plans
- Experience in managing change
- An ability to translate business requirements into individual, team and regional objectives
- Extensive experience in building and developing diverse teams
- A broad understanding of Capital Markets
- Knowledge of Bloomberg and other vendor's Enterprise products and solutions
- Experience working closely with a Sales organization, understanding of the sales life cycle
- A developer and/or infrastructure background would be beneficial
During the interview process we would love to hear about:
- Your track record of leadership
- How you manage competing priorities, multi-task, and thrive under pressure
- Stories of delivering complex technology solutions in financial markets
- Your experience in enterprise-level selling and client partnership.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
This advertiser has chosen not to accept applicants from your region.
8
Index Sales Specialist,Enterprise Sales,Financial Solutions
London, London
Bloomberg
Posted today
Job Viewed
Job Description
Index Sales Specialist, Enterprise Sales, Financial Solutions
Location
London
Business Area
Sales and Client Service
Ref #
**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. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ensure the best experience for our 21,000+ employees across 159 global locations, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.
The Bloomberg Financial Solutions department is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.
Bloomberg offers a diverse range of fixed income, commodity, currency, equity and multi-asset index solutions. 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.
**Whatu2019s** **the role?**
We are seeking an Index Sales Specialist who is familiar with the structured product, quantitative investment solutions (QIS) and the equity derivatives ecosystem and the design and attributes of index solutions offered by financial institutions, in particular sell-side and insurance companies.
As an Index Sales Specialist you will be responsible for building and maintaining relationships with key decision makers across regional and global financial institutions and provide them with consultative, commercially focused index solutions. You will be expected to manage all aspects of account management: from senior level relationship management, through in-depth technical discussions on Bloomberg index offering to contract negotiation and rigorous pipeline management. You will have the opportunity to influence and guide the firmu2019s design, adoption and education of Bloomberg Index products tailored for financial institutions.
**Weu2019ll** **trust you to:**
Build senior level relationships with many of the top institutions in the world
Conduct in-depth discussions regarding Bloomberg index methodology and new product requirements
Increase client awareness, usage and adoption of our Bloomberg Indices
Take a lead role in conducting internal and external training sessions and sales pitches
Work with clients throughout the sales process including commercial terms, contract execution and driving distribution support
Collaborate extensively with different internal teams to cross-sell our suite of solutions
Provide detailed product feedback from clients to internal business managers in an effort to continually improve our products and expand our offering and capabilities
Travel regularly to meet with clients and prospects
**Youu2019ll** **need to have:**
Experience and understanding of the index landscape, index solution design and index usage within financial institutions, especially along the structured products and QIS ecosystems.
Experience in selling index products to sell-side firms or, alternatively, experience in structuring and designing QIS, Structured Products or FIA products.
Experience analyzing prospects and competitors to position unique and relevant index solutions.
High level understanding of derivative usage and payouts within indices as well as their usage to gain exposure to indices.
An astute commercial mind-set, working to exceed sales metrics.
Demonstrable ability to identify new prospects and to build / maintain meaningful client relationships.
Aptitude to excel in a dynamic, rapidly growing environment.
Ability to creatively market our product to a vast demographic of potential clients.
A self-starter and dedicated collaborator with strong multi-tasking skills.
Strong existing relationships industry relationships relevant to this role.
French and/or Southern European language skills.
**Does This Sound Like You?**
Apply if you think we're a good match! We'll get in touch to let you know the next steps but in the meantime feel free to browse this: is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
London
Business Area
Sales and Client Service
Ref #
**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. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ensure the best experience for our 21,000+ employees across 159 global locations, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.
The Bloomberg Financial Solutions department is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.
Bloomberg offers a diverse range of fixed income, commodity, currency, equity and multi-asset index solutions. 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.
**Whatu2019s** **the role?**
We are seeking an Index Sales Specialist who is familiar with the structured product, quantitative investment solutions (QIS) and the equity derivatives ecosystem and the design and attributes of index solutions offered by financial institutions, in particular sell-side and insurance companies.
As an Index Sales Specialist you will be responsible for building and maintaining relationships with key decision makers across regional and global financial institutions and provide them with consultative, commercially focused index solutions. You will be expected to manage all aspects of account management: from senior level relationship management, through in-depth technical discussions on Bloomberg index offering to contract negotiation and rigorous pipeline management. You will have the opportunity to influence and guide the firmu2019s design, adoption and education of Bloomberg Index products tailored for financial institutions.
**Weu2019ll** **trust you to:**
Build senior level relationships with many of the top institutions in the world
Conduct in-depth discussions regarding Bloomberg index methodology and new product requirements
Increase client awareness, usage and adoption of our Bloomberg Indices
Take a lead role in conducting internal and external training sessions and sales pitches
Work with clients throughout the sales process including commercial terms, contract execution and driving distribution support
Collaborate extensively with different internal teams to cross-sell our suite of solutions
Provide detailed product feedback from clients to internal business managers in an effort to continually improve our products and expand our offering and capabilities
Travel regularly to meet with clients and prospects
**Youu2019ll** **need to have:**
Experience and understanding of the index landscape, index solution design and index usage within financial institutions, especially along the structured products and QIS ecosystems.
Experience in selling index products to sell-side firms or, alternatively, experience in structuring and designing QIS, Structured Products or FIA products.
Experience analyzing prospects and competitors to position unique and relevant index solutions.
High level understanding of derivative usage and payouts within indices as well as their usage to gain exposure to indices.
An astute commercial mind-set, working to exceed sales metrics.
Demonstrable ability to identify new prospects and to build / maintain meaningful client relationships.
Aptitude to excel in a dynamic, rapidly growing environment.
Ability to creatively market our product to a vast demographic of potential clients.
A self-starter and dedicated collaborator with strong multi-tasking skills.
Strong existing relationships industry relationships relevant to this role.
French and/or Southern European language skills.
**Does This Sound Like You?**
Apply if you think we're a good match! We'll get in touch to let you know the next steps but in the meantime feel free to browse this: is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
This advertiser has chosen not to accept applicants from your region.
9