Account Associate, Internal Sales (Newport Beach, CA)
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About The Position
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. Role Overview: We are currently seeking an Account Associate (AA), Internal Sales, to join our U.S. Global Wealth Management team. The AA will work closely with a field-based Account Manager (AM) and support the development and maintenance of strong client relationships with financial advisors from wirehouses, regional banks, and independent broker/dealers. In partnership with the AM, you will play a crucial role in enhancing the sales process, relationship management, and servicing of financial advisors within a defined geographic territory, covering the full suite of PIMCO products. Your contributions will be vital in providing market insights, product information, and sales support that empower the AM to achieve sales targets and foster client engagement. You will actively participate in department meetings, collaborate with colleagues across various PIMCO functions, and engage in working groups. Your innovative ideas and commitment to continuous learning and mentoring will enhance the team's overall effectiveness and support our collective goals. This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. Many dedicated AAs have successfully transitioned into account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support.
