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Intermediary Account Manager Growth Markets

PIMCO

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At a glance

Compensation
No compensation found
Location
NEW YORK, NY
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

FINRA Series 7 LicenseFINRA Series 63 LicenseCFA DesignationBachelor's degree

Job overview

PIMCO seeks an experienced Account Manager to expand its Separately Managed Account business and deepen relationships with advisory clients. The role combines fixed income market expertise, portfolio insight and relationship management to support sales, service and investment needs. The Account Manager will work with clients and internal partners, support municipal and taxable investment offerings, and help identify opportunities to grow designated client segments.

Skills & qualifications

RequiredNice to have

Skills

Fixed Income MarketsClient Relationship ManagementPortfolio AnalysisInvestment CommentarySalesReport DevelopmentMarket AnalysisClient CommunicationInvestment Platform KnowledgeJudgmentInterpersonal SkillsCollaborationProject LeadershipRelationship BuildingVerbal CommunicationWritten CommunicationIntellectual CuriosityMarket KnowledgeProduct KnowledgeClient Knowledge

Qualifications

Bachelor's Degree10+ Years Relevant ExperienceFINRA Series 7 LicenseFINRA Series 63 LicenseCFA DesignationWilling to Travel 25-50%

Full job description

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.PIMCO's success as a global investment solutions provider is driven by the talent, dedication and entrepreneurial spirit of our people.PIMCO is seeking an experienced Account Manager to help expand our Separately Managed Account (SMA) business and deepen relationships with leading advisory clients.Mission:Deliver exceptional sales, service and investment support to PIMCO's largest advisory clients while helping accelerate the growth of our SMA platform. In this highly visible role, you will combine fixed income market expertise, portfolio insight and relationship management to create meaningful outcomes for clients and the business.What you'll do: * Stay closely connected to financial markets, the global economic environment, asset allocation, investment vehicles and developments across the financial services industry * Build trusted client relationships through substantive interactions by phone, email, screen sharing and in-person meetings, including territory travel, industry conferences and due diligence engagements * Translate portfolio analysis and market developments into clear, relevant commentary for clients, prospects and internal partners * Partner with PIMCO Account Managers to position, sell and support municipal and taxable investment offerings * Advance sales efforts by reviewing trends, analyzing portfolios and developing client-ready reports and insights * Develop a strong understanding of each client's business model, priorities and evolving needs to deliver tailored support * Provide timely marketing perspective, product information, investment ideas and sales support with confidence and credibility * Take ownership of designated client segments, with the autonomy to identify opportunities, shape strategy and drive growthPosition Requirements: * Bachelor's degree from an accredited four-year institution; concentrations in finance, economics, mathematics, computer science or a related field are valued * 10+ years of relevant experience in the asset management or wealth management industry * A compelling communicator who can make complex investment concepts clear, relevant and actionable * Strong knowledge of PIMCO, or the ability and motivation to quickly learn PIMCO's investment platform, processes and culture * A goal-oriented mindset, sound judgment and a consistent record of following through on commitments * Excellent interpersonal skills and a genuine interest in understanding clients, colleagues and their priorities * A collaborative approach, combined with the initiative and confidence to lead projects independently * Demonstrated strength in building and sustaining long-term relationships * Strong verbal and written communication skills * Intellectual curiosity and a desire to continuously deepen market, product and client knowledge * Enthusiasm for contributing to a rapidly growing business and helping shape its next phase * Willingness to travel 25-50% of the time * FINRA Series 7 and 63 licenses * CFA designation

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