Additional Information
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.
Position Description
The mission of PIMCO's U.S. Global Wealth Management (GWM) group is to deliver industry-leading experiences for financial intermediaries and their individual investor clients, while making a significant contribution to PIMCO's overall business success. U.S. GWM is responsible for business strategy and client coverage across a broad range of financial intermediaries, including RIAs, wirehouses, family offices, banks/brokerage firms, trust banks, platforms, and sub-advisory relationships.
We are seeking an experienced Account Manager with established relationships in the RIA Aggregator space, to join the Strategic Accounts Group within GWM. Our team is dedicated to servicing the largest intermediary clients, including national and regional broker-dealers and banks, global private banks, RIA aggregators, and platforms. We serve as strategic advisors, delivering highly customized investment solutions and services tailored to the unique needs of these key clients. Success in this role is measured not only by sales and asset growth but also by the strength and depth of client relationships, client satisfaction, and the strategic alignment of PIMCO's solutions with client objectives.
The Account Manager plays a critical role in supporting the channel's growth and expansion efforts. A key responsibility is to advance the distribution of PIMCO's strategies to RIA Aggregators by developing a deep understanding of client and prospect-specific investment goals, helping them navigate complexity, and effectively communicating PIMCO's capabilities. These strategies include Alternatives, Separately Managed Accounts (SMAs), Exchange-Traded Funds (ETFs), Mutual Funds, and other investment structures.
This unique and dynamic business function requires partnership with all corners of the firm, including but not limited to the following teams: Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, Operations.
Location
New York, NY
Key Relationships
External Key Accounts : Build and maintain relationships with RIA aggregators. Key contacts will encompass research and diligence professionals, product management teams, business personnel, and operations staff.
PIMCO Investment Professionals : Engage with a diverse group of professionals, including Account Managers in US GWM Strategic Accounts and US GWM Private Client Group, US GWM Alternatives Specialists, US GWM Field and Internal Sales teams, Alternatives Product Strategists, and Portfolio Managers.
Other PIMCO Professionals : Collaborate effectively with teams across Legal & Compliance, Marketing, and Operations to ensure alignment and support for business initiatives.
Pimco · NY