Account Associate – US GWM Growth Markets (Sales)

PIMCO•New York, NY

4d•$105,000 - $115,000

About The Position

PIMCO is seeking an Account Associate to support the Growth Markets Account Managers in business development and investor relations for PIMCO’s Growth Markets investment products, including ETFs, Model Portfolios, and SMAs, specifically for the US Private Wealth marketplace. In this role, you will be a key resource both internally and externally, generating outgoing sales activity and addressing inquiries related to these products from GWM clients, including home office research teams and business professionals. You will act as a subject matter expert for US Global Wealth Management (GWM) Account Managers and Account Associates, collaborating closely in servicing existing advisors, educating advisors, and supporting new business initiatives. A crucial success factor for this role is the ability to confidently interact with senior leadership across various departments, including GWM, Portfolio Management, Product Strategy, Legal, Operations, and offshore client-facing teams. Additional responsibilities encompass preparing for meetings, managing CRM queries, maintaining pipeline and business reports, and undertaking special projects to support the Growth Markets businesses broadly.

Requirements

A minimum of a bachelor’s degree is required, with concentrations in finance, economics, mathematics, computer science, or other related fields
Possession of FINRA SIE, Series 7, and 63 licenses and demonstrated commitment to professional standards and regulatory compliance.
Minimum 1-2 years of professional experience in the asset or wealth management industry, in an internal sales or business development function
Proficient in analyzing sales data and market trends to inform decision-making and experience with CRM systems for sales performance management.
Excellent verbal and written communication skills, with the ability to present ideas clearly to diverse audiences.
Entrepreneurial mindset with a commitment to client service and relationship development.
Strong analytical and problem-solving skills with a results-oriented mindset.
Proven ability to establish and nurture strong relationships with clients and stakeholders.
Exceptional verbal and written communication skills, enabling effective engagement with diverse audiences.
Composed under pressure, build credibility and trust through consistent behavior, high integrity, and sound judgment.
Excellent people skills, always ready to engage and discuss relevant topics.
Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities.
Strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully.
Think strategically, navigate ambiguity, and proactively advance projects and initiatives.
Extremely detail-oriented and ready to run with projects independently.
Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity.
Build positive relationships and collaborate effectively across diverse teams.
Emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully.
Friendly and genuinely enjoy working in a collaborative team environment.
Actions reflect high ethical standards and integrity, earning credibility and trust.
Intellectually curious and committed to professional development, staying informed about industry trends.
Contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence.
Passionate about financial markets and investments.
Self-motivated and dedicated to achieving excellence, demonstrate attention to detail and accountability.
Intellectual curiosity and commitment to professional growth drive interest in staying ahead of emerging trends in the industry.
Always looking for a good challenge, big or small, and a firm believer that with enough time and resources, you can achieve any goal.

Responsibilities

Maintain a strong passion for and stay updated on financial markets, the global economic environment, asset allocation, investment vehicles, and the broader financial services industry.
Assist in advancing the priorities of our Growth Markets Account Managers.
Offer timely assistance to Account Managers through competitive analysis, client reports, marketing collateral, and follow-up with advisors and clients.
Partner with and support AM internal teams by actively participating in meetings, representing the Growth Markets team, and delivering timely updates, education, and content. Keep the team informed about AM focus goals and internal initiatives.
Oversee the management of ETF/ Model Portfolios / SMA sales analytics, such as running monthly leads lists for PCG/Field Sales, prospective sales campaigns, and collaborate with internal database teams to streamline processes.
Assist the team in creating and distributing internal communications.
Help organize AM/AA training sessions and preparation of presentation materials.
Actively participate in department meetings, engage with colleagues across various PIMCO functions, lead and participate in working groups, share innovative ideas, and fully utilize continuous mentoring and training opportunities.
Develop a long-term career with PIMCO, with opportunities to serve clients and the firm in diverse capacities over time.