Index Sales Specialist, Asset Owners and Insurance, Financial Solutions

Overview

In this role you will drive growth of Bloomberg Indices across Europe by building and deepening relationships with asset owners, consultants, and market participants. You will work with cross-functional teams to deliver client-focused index solutions and industry insights, shaping how clients benchmark and construct portfolios. You’ll lead consultative discussions on investment, risk, and sustainability needs while expanding adoption of Bloomberg Indices. This position offers meaningful impact through client engagement, collaboration, and feedback that guides product direction.

Responsibilities

• Build trusted relationships with asset owners and consultants across Europe, engaging stakeholders in investment, sustainability, risk, product and procurement
• Develop an active asset owner community through client interaction, roundtables, events, and thought leadership
• Lead consultative conversations on clients’ benchmarks, portfolio construction, risk management and sustainability needs
• Increase awareness and usage of Bloomberg Indices across multi-asset portfolios
• Support clients through the sales process including prospecting, solution development, and contract discussions
• Deliver presentations, product demonstrations and training with SME support
• Coordinate events linking asset owners with Bloomberg Index specialists and industry experts
• Provide actionable client feedback to Product Management and internal stakeholders to guide index offerings
• Represent Bloomberg Indices at relevant industry events and client forums across Europe
• Collaborate with Product Management, Marketing, Client Service, Legal and Sales to deliver coordinated client experiences

Key requirements

• At least 5 years in financial markets, institutional sales, relationship management or other client-facing roles
• Languages: working proficiency in German or French; knowledge of both or another European language is a plus
• Experience with institutional investors, asset owners, consultants or similar market participants
• Understanding of asset owner investment/decision processes or strong interest to develop in this area
• Direct index sales experience is valuable but not essential
• Relationship-driven, with ability to build long-term connections across diverse clients
• Strong communication across meetings, presentations, writing and public speaking
• Consultative and commercially focused mindset to identify opportunities
• Curiosity and ability to understand index methodologies, investment products and market trends
• Ability to collaborate in a dynamic, international, fast-moving business
• Willingness to travel across Europe

• Relationship-building
• Clear communication
• Public speaking
• Index sales experience (preferred)
• Understanding of index methodologies and investment products
• Presentation and training delivery

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