Know Your Customer (KYC) is a prerequisite for doing business in the financial markets. While the requirements imposed for KYC are commonly seen as painful, inefficient and unsustainable, the cost of delays and regulatory breaches can result in significant fines and opportunity cost. Many have wondered if data and technology could be used to reduce the pain, the costs or the risk. Or better yet – to help firms improve their bottom line by pursuing opportunities faster, achieving scale or growing relationships?

Bloomberg's Entity Intelligence offering aims to address the regulatory screening needs of clients by providing critical data and technology solutions designed to streamline and enhance traditional screening processes. While this is an initial offering, we have an aggressive roadmap towards capability expansion and need seasoned specialists to help grow the business.

What’s the role?

We are looking for a highly motivated and enthusiastic self-starter to join our compliance product team to support our Entity Intelligence product in the regulatory screening space. This person will be the subject matter expert (SME) and help to prioritize the solutions product roadmap, as well as directly owning sales opportunities while liaising with the broader sales organization

We'll trust you to:

Work directly with broader sales organization as regulatory screening subject matter expert
Represent Bloomberg solutions through discussion, creation of presentations and product demonstrations to prospects, clients and partners
Work across internal groups with various stakeholders to help:Develop a go to market strategy
Prospect / generate Leads
Sell & implement Entity Intelligence for clients

Maintain a high standard of professionalism in representing Bloomberg with colleagues, clients, and the industry
Maintain current knowledge on industry issues and other competitive solutions. Attend conferences, association meetings and trade shows to represent the firm and maintain understanding of evolving industry requirements
Contribute to strategic account sales planning
Act as bridge between product and sales to enhance solution roadmap
Make in-person visits to clients, light to moderate travel

You'll need to have:

Bachelor’s degree
7-8+ years experience, experience at a large bank is a plus
Expertise or specialized knowledge of “screening” components of client/vendor onboarding operations
Expertise or specialized knowledge in the regulatory and/or compliance space
Ability to simultaneously manage multiple client engagements in a time-sensitive environment
Ability to successfully partner with internal stakeholders to advance agendas and obtain results
Excellent communication, presentation, and teamwork skills at all levels
Ability to interact with customers in a consultative, face to face selling environment to build value for the customer and facilitate opportunities for future sales
Strategic thinking skills, clearly demonstrating ability to plan and execute strategy
Highly proficient at uncovering key business opportunities and providing insightful, actionable recommendations for development

We’d also love to see:

CAMS (Certified Anti-Money Laundering Specialist) certification a plus
Comfort working in a “startup” environment
Expertise in responding to RFP's, creation of sales proposals, and contract negotiations

Does this sound like you?

Apply if you think we're a good match! We’ll be in touch to let you know the next steps.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.