Account Manager, Financial Institutions Group

PIMCO • Newport Beach, CA

4h

About The Position

PIMCO is seeking an experienced business development professional to accelerate the growth of our insurance channel by originating and developing new partnerships with U.S. and global insurance companies. The position will reside in the U.S. Financial Institutions Group, which is a team of 25+ investment professionals and associates.
This individual will engage directly with CIOs, portfolio managers, and senior treasury leaders to position the firm’s full suite of public and private investment capabilities, balance-sheet solutions, and thought leadership. This is a highly visible, entrepreneurial role with meaningful access to investment leadership, product specialists and senior management across the firm.
This person can expect to work closely with the existing U.S. FIG investment professionals to contributing to developing strategies / solutions to achieve the growth goals of the group. The successful candidate will be a self-starter, drive prospect engagement through the coverage cycle, and facilitate the on-boarding of new relationships.

Requirements

• Must possess a four-year college degree with a preferred major of Business (Finance, Accounting), Economics, Mathematics, Computer Science, Engineering
• Minimum of five years of experience in investment banking, capital markets, insurance investment management, actuarial consulting, or insurance balance-sheet strategy
• Proven track record of originating & developing senior institutional relationships, preferably insurers
• Understanding of (or ability to learn) insurance industry dynamics (regulatory capital, accounting, ALM, portfolio construction, investment vehicle structures)
• Confidently articulate complex investment concepts (public markets + private markets) and their implications for insurance balance sheets
• Strong public speaking, presentation, and communication abilities
• Highly motivated, commercial mindset with a disciplined approach to prospecting / pipeline mgmt.
• Collaborative team player who thrives partnering across investment, product, and marketing teams
• Willingness to travel for client meetings, industry events, and conferences
• FINRA Licenses (3, 7, and 63) or willingness to acquire licenses

Nice To Haves

• MBA or Master’s degree (e.g., global finance, financial engineering, data analytics) encouraged
• Other advanced certificates preferred (e.g., CFA, CAIA, CPA, FSA, FRM)

Responsibilities

• Source and develop new business opportunities across U.S. life, P&C, health, and reinsurers
• Build senior relationships with CIOs, portfolio managers, and treasury leaders to position PIMCO’s insurance platform
• Lead sales process by coordinating internal resources to develop and deliver bespoke investment solutions
• Drive prospect activity and manage the pipeline to onboard new clients and close new mandates
• Partner with the insurance solutions team to address client needs related to ALM, capital, liquidity, and regulatory requirements
• Represent PIMCO at industry events to enhance brand presence and stay informed on market trends and regulatory developments
• Collaborate with account associates and cross-functional teams to support client coverage, pitch development, and timely completion of RFPs/RFIs.

Benefits

• PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. These benefits include medical, dental and vision coverage from your first day of employment.
• 401k Savings and Retirement Plan
• Work/Life Programs such as Flexible Work Arrangements, Parental Leave & Support, Employee Assistance Plan, and Educational/CFA Certification Reimbursement Programs.
• Community involvement opportunities with The PIMCO Foundation in each PIMCO office.
• PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees