RMS Implementation, Enterprise Services, Financial Solutions

RMS Implementation, Enterprise Services, Financial Solutions

Location

New York

Business Area

Sales and Client Service

Ref #

10045747

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 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 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 Research Management System (RMS) is a fully integrated buy-side solution that empowers clients to manage investment research efficiently, compliantly, and collaboratively. Leveraging AI and Natural Language Processing (NLP), RMS enables clients to uncover insights across one of the world's largest libraries of broker research, company filings, transcripts, and internal notes. With seamless integration into Microsoft Office, structured publishing workflows, and real-time collaboration tools, RMS centralizes qualitative and quantitative research, supports ESG engagement tracking, and connects to Bloomberg Query Language (BQL) for powerful analytics.

Our goal is to provide the most scalable research platform in the market - one that helps clients generate actionable ideas, manage compliance risk, and collaborate more effectively across the investment lifecycle.

WHAT IS THE ROLE?

The RMS Implementation Specialist plays a vital role in ensuring successful client engagements by combining deep product expertise with buy-side industry knowledge. You will partner with clients to analyze research workflows, configure RMS, deliver training, and ensure smooth integrations with portfolio management, compliance, and operational systems.

Unlike a generalist project manager, the Implementation Specialist is a hands-on product expert, guiding clients in how to best leverage RMS's AI-powered document search, collaboration, publishing, and ESG management features. You will own technical configurations, advise on workflow optimization, and champion best practices to maximize client adoption.

The role is based in New York and covers new clients across North America, with some travel required for on-site support.

WE'LL TRUST YOU TO :

Lead RMS implementations from discovery to go-live, ensuring clients achieve business and workflow objectives

Translate client requirements into tailored RMS configurations, including publishing workflows, data integrations, and compliance controls

Guide clients on adopting AI / NLP-powered document search, BQL analytics, and ESG engagement management

Deliver engaging training sessions for analysts, portfolio managers, and compliance teams

Act as a product specialist during implementation, advising clients on maximizing collaboration tools, document annotation, and workflow automation

Partner with sales on scoping and solution design to ensure seamless handoff into implementation

Manage multiple implementations concurrently, balancing project timelines and stakeholder expectations

Provide structured feedback from client experiences to Product and Engineering to support ongoing innovation

Drive adoption post-launch by monitoring usage, identifying opportunities for expansion, and embedding RMS into client workflows

YOU'LL NEED TO HAVE :

4-8 years of financial technology implementation experience, ideally in buy-side research or order management systems

Strong expertise in investment research workflows, compliance oversight, and data-driven analytics

Demonstrated ability to configure and implement enterprise platforms with technical integrations

Excellent client-facing skills : communication, training, and relationship management

Highly organized with a proactive, team-oriented approach

Prior experience working with AI / NLP solutions, publishing platforms, or data analytics tools a strong plus

Familiarity with Bloomberg applications preferred; knowledge of AIM and / or PORT is advantageous

Strong project management abilities, with a track record of leading complex, multi-stakeholder implementations

Critical thinking, problem-solving, and consultative skills with a proactive, client-first mindset

Strong Microsoft Office knowledge (Word, Excel, PowerPoint, Project, Visio)

What's it Like To Work Here?

We work hard. We are ambitious and set ourselves tough business goals. We are a meritocracy where everyone has a voice - not a job title. Working with people you trust, respect, and can collaborate with is more important than titles or position. Things move fast, and we want people who will enjoy working in this environment and feed off the energy. But it isn't all about work. Giving back is one of our core values, and there are many ways to get involved in philanthropic initiatives from helping local school kids with their reading to helping clean up local parks and waterways.

What is Bloomberg? : https : / / www.bloomberg.com / company / stories / what-is-bloomberg /

View our Benefits : https : / / www.bloomberg.com / company / careers / working-here / employee-benefits / united-states / ?tactic-page=588601

Salary Range = 120000 - 175000 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