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Sell-Side Trading Solutions Pre-Sales Architect (TOMS), Enterprise Sales - Bloomberg Financial Solutions

Location

New York

Business Area

Sales and Client Service

Ref #

10046273

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 26,000+ employees across more than 150 locations around the world, 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.

What’s the Team?

Bloomberg’s Trade Order Management System (TOMS) is a multi-asset class sell-side trading solution that helps our clients manage inventory and risk, process electronic order flow, ensure regulatory compliance, and achieve operational efficiency across front, middle, and back-office functions. TOMS enables seamless integration with third-party systems and supports straight-through processing across a broad range of cash, derivative, and structured products.

Our team partners with a wide range of sell-side institutions across global markets to deliver scalable, innovative trading technology that empowers firms to compete and grow.

What’s the Role?

We are looking for a client-facing solutions professional with a strong understanding of trading workflows and technology architecture to join the TOMS team. This role sits at the intersection of Sales, Product, and our clients—helping design and validate tailored solutions that address complex sell-side needs and accelerate adoption of Bloomberg’s TOMS and broader enterprise solutions. In this role, you will partner closely with Sales to deeply understand client workflows, identify solution opportunities, and lead technical engagements from discovery through to final proposal.

You will act as a subject matter expert on TOMS capabilities, own product demonstrations and proof-of-concept execution, and collaborate cross-functionally to ensure Bloomberg’s value proposition aligns with evolving client and market needs. You’ll also work closely with the Product team to stay aligned with roadmap developments and ensure that client feedback and emerging workflow requirements are brought into the product planning process.

We’ll Trust You To:

• Collaborate with sales teams to achieve sales targets by closely interacting with prospects and existing accounts to deeply understand the customer’s operational needs and deliver the Bloomberg TOMS value proposition.

• Understand key competitors to better position Bloomberg’s advantages in client engagements.

• Support client engagements through discovery meetings across all aspects of the sales life cycle to understand the customer’s current processes and document their technology stack and workflows.

• Work in a consultative framework to identify client pain points, define the proposition fit, and pitch tailored solutions.

• Be the technical lead in running client-facing POCs and product demonstrations.

• Build and maintain sell-side enterprise demonstration environments.

• Work collaboratively with sales and product managers to communicate product gaps, industry trends, and competitive insights.

• Act as a key conduit to the product team, ensuring client needs, workflow trends, and strategic initiatives are clearly understood and reflected in the product roadmap.

• Assist in the development of RFP/RFI responses, coordinating with Operations, Sales, Product, and Legal & Compliance teams to drive and close sales opportunities.

• Partner with Implementation, Enterprise Technology, and Product on solutions design and target operating model for more complex sales engagements.

• Facilitate detailed information transfer from the sales process to the implementation team.

• Provide structured feedback to Product and Business Management to influence future roadmap planning and ensure alignment with evolving client and market needs.

You’ll Need to Have:

• 3+ years of experience in pre-sales, solutions architecture, product consulting, or project management within financial technology or capital markets.

• Deep understanding of sell-side fixed income workflows, including order and execution management, inventory and risk, and regulatory reporting.

• Prior experience leading product demonstrations, workshops, and requirement-gathering sessions.

• Strong communication and presentation skills, with the ability to explain complex concepts clearly.

• Familiarity with OMS and trading technologies used across a range of sell-side institutions, including broker-dealers, banks, their technology platforms, and other market participants.

• Ability to manage multiple priorities and collaborate across functions in a fast-paced environment.

• Demonstrated track record of growth and impact in client-facing roles.

• Bachelor’s degree or equivalent qualifications.

Salary Range = 155000 - 180000 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.

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 [email protected]