Buy-Side Solutions Account Manager, Enterprise Sales - Bloomberg Financial Solutions
Location
San Francisco
Business Area
Sales and Client Service
Ref #
10049612
Description & Requirements
Bloomberg is a global leader in business and financial information, news and insight. 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. To ensure the best experience for our 20,000+ employees across 176 offices globally, 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 of 5,000+ employees 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.
Our Team
Bloomberg's Buy-Side Solutions business delivers global, multi-asset technology solutions across portfolio management, trading, compliance, operations, analytics and enterprise risk. This coverage role spans across our Order Management, Portfolio Management and Risk functionality. Bloomberg's OMS AIM is a leading multi-asset Order Management System (OMS) supporting portfolio management, trading, compliance and operations workflows across 900+ firms globally. PORT Enterprise is acomprehensive portfolio and risk analytics platform enabling performance attribution, multi-factor risk modeling, portfolio construction and enterprise reporting. Bloomberg's Multi-Asset Risk System providing consolidated front-to-back risk analytics powered by Bloomberg's pricing library, market data and mortgage cash flow engine. Our goal is to deliver the most scalable, integrated buy-side technology suite in the market - enabling clients to grow assets, expand into new asset classes, manage enterprise risk, and optimize portfolio strategy without operational disruption.
What's the Role?
As a Buy-Side Solutions Account Manager , you will be responsible for driving strategic engagement, adoption, and revenue growth across Bloomberg's AIM, PORT Enterprise, and MARS product suite within buy-side firms across the West Coast region.
Based in San Francisco, you will serve as the primary relationship owner across your accounts, partnering with portfolio managers, traders, risk managers, operations teams, and senior decision makers to ensure clients are maximizing value across their OMS, portfolio analytics, and enterprise risk workflows.
This role blends enterprise account management, consultative sales, and workflow advisory expertise. You will:
Drive product adoption and workflow optimization across OMS, portfolio analytics, and risk platforms
Identify and execute upsell and cross-sell opportunities across the Bloomberg buy-side ecosystem
Lead complex enterprise engagements from expansion strategy through execution
Build senior-level relationships across front, middle, and back office stakeholders
Partner closely with Sales, Implementations, Product, Support, and Operations teams
Provide strategic feedback to product teams to influence solution evolution
Regular travel within the region is required.
We Will Trust You To:
Increase client usage and adoption of AIM, PORT Enterprise, and MARS through tailored engagement strategies
Build and maintain strong relationships across front office, risk, operations, and executive leadership
Identify expansion opportunities across new teams, asset classes, and workflows
Generate and convert pipeline opportunities for enterprise risk and analytics solutions
Articulate complex product capabilities - including OMS workflows, performance attribution, multi-factor risk models, derivatives analytics, and portfolio optimization - in a consultative manner
Lead internal and external training sessions on product enhancements and enterprise workflows
Partner across Bloomberg sales teams to drive coordinated coverage strategies
Run complex enterprise sales engagements and manage long-term client technology roadmaps
Contribute innovative ideas that anticipate client needs and improve our solutions
Support broader departmental initiatives, campaigns, mentorship, and product enhancement efforts
You'll Need To Have:
3-5+ years of relevant buy-side experience in account management, enterprise sales, risk solutions, portfolio analytics, or as a market practitioner
Strong understanding of financial markets including Equities, Fixed Income, Derivatives and multi-asset portfolios
Deep knowledge of buy-side workflows across front, middle, and back office functions
Solid understanding of portfolio management concepts including performance attribution, multi-factor risk models, portfolio construction and optimization
Experience selling or supporting derivative risk or enterprise analytics solutions
Proven consultative sales skills including lead generation, pipeline management, business development and closing complex engagements
Demonstrated ability to grow existing relationships and uncover expansion opportunities
Strong presentation, communication, and training skills
Ability to operate in a fast-paced, rapidly evolving environment
Availability for regular travel
We'd Love to See:
Experience managing Tier 1 institutional asset managers, hedge funds, insurers or pension funds
Proven track record running complex, multi-stakeholder enterprise sales engagements
Collaborative style across multiple product lines and sales teams
Experience influencing senior-level decision makers
A team-player mindset with a strong sense of ownership
Salary Range = 125000 - 185000 USD Annually + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.
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 amer_recruit@bloomberg.net
