Buyside Pre Sales Engineer (OMS), Enterprise Sales - Financial Solutions

Bloomberg’s Buyside Enterprise Solutions offer a comprehensive suite of integrated tools that empower investment professionals globally. These include research management, order and portfolio management, as well as performance and risk analytics — all tailored to streamline workflows and enable precise decision-making across all asset classes.

From targeted tools to complete end-to-end workflows, our integrated services are designed to exponentially increase productivity and efficiency for our clients!

What's the role?

We are seeking an experienced Pre-Sales Engineer / Solutions Architect with a deep knowledge of buyside workflows, particularly in order management solutions (OMS). This role supports the pre-sales process, working closely with Enterprise Sales to lead client discovery and design and present client-specific solutions across Bloomberg’s full suite. You'll serve as a strategic advisor, helping drive revenue growth and product adoption in multi-product enterprise engagements.

We will trust you to:

• Collaborate with Sales teams to achieve sales targets by deeply engaging with prospects and existing clients to understand their business objectives and operational needs.
• Support strategic client engagements through discovery meetings at every stage of the sales life cycle, delivering exceptional proof-of-concepts and tailored client demonstrations.
• Operate within a consultative framework — identifying client challenges, articulating solution fit, and pitching tailored, value-driven propositions.
• Work closely with Sales and Product Managers to relay market insights, product feedback, and emerging industry trends.
• Lead or contribute to the development of RFP/RFI responses, coordinating with Operations, Product, Legal & Compliance, and Sales to ensure timely and complete submissions.
• Maintain a strong understanding of Bloomberg’s products and services, buyside operating models, and the broader competitive landscape.
• Partner with Implementation, Enterprise Technology, and Product teams to design target operating models for complex, multi-stakeholder sales opportunities.
• Ensure a seamless transition from sales to implementation by facilitating structured handovers and comprehensive knowledge transfer.

You’ll need to have:

• Client facing experience in Financial Services or a Financial Technology company in the past 5 years
• 4+ years of pre-sales, project management, specialist relationship management or solutions architect experience with technology products
• Demonstrated understanding on the Buyside workflow from research through to post trade and integration, include deep knowledge of Buyside operating models
• Relevant experience to be able to gather detailed client requirements, building product demonstrations and developing these through workshops to support the sales lifecycle; this could be from either a sales, relationship management or implementation approach
• The ability to spot trends, new opportunities, and establish credibility with our clients by understanding their business and workflows.
• Experience interacting with and influencing senior collaborators, either internally or externally.

We would love to see:

• Knowledge of APIs to support Enterprise workflows
• A second European language
• The ability to travel depending on client requirements

If this sounds like you:

If you’re passionate about helping clients succeed with groundbreaking financial solutions, we’d love to hear from you!

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