Account Manager, Private Client Group (PCG) (Upper Midwest)

PIMCO • Austin, TX

1d

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. Position Description We are seeking to hire an experienced sales professional to join the firm’s Private Client Group (PCG), within the U.S. Global Wealth Management (GWM) business, to cover the Upper Midwest Region. Our US GWM team is comprised of client-facing professionals responsible for contributing to the firm’s success with financial advisors and financial intermediaries. We represent PIMCO to our clients and prospective clients, delivering investment solutions that leverage PIMCO’s position as a premier fixed income investment manager. PCG focuses on fostering, growing, and strengthening relationships with sophisticated financial advisors, registered investment advisors (RIAs), multi-family offices, bank trusts, and regional centers of influence by delivering the firm’s full breadth of thought leadership and investment solutions. A key responsibility of this role be to advance the distribution of the firm’s strategies to PCG clients by developing a deep understanding of client/prospect-specific investment goals, facilitating their ability to navigate complexity, and effectively c`ommunicating PIMCO’s capabilities. Strategies include Alternatives, Separately Managed Accounts (SMAs), Exchange-Traded Funds (ETFs), Mutual Funds, and other structures.

Requirements

• Bachelor’s degree required.
• Minimum of 5 years of experience in sales or business development within asset management or wealth management.
• Proven ability to develop, monetize, and maintain strong relationships with sophisticated buyers.
• Successful track record of managing relationships with financial advisors, RIAs, multi-family offices, and other financial intermediaries, including experience in selling complex solutions to these clients or other sophisticated investors.
• Possession of FINRA Series 7, 3, and 63 licenses and other applicable licenses (or ability to obtain within three (3) months of employment).
• Strong understanding of fixed income investment strategies, including alternatives such as commercial real estate and public/private credit, SMAs, ETFs, and Mutual Funds.
• Excellent knowledge of alternative sales processes, investment strategies, and portfolio management.
• Exceptional verbal communication and presentation skills to engage key partners, present sales materials, and convey technical product information and complex investment concepts effectively.
• Demonstrated exceptional client engagement skills and an entrepreneurial mindset, consistently achieving high levels of client satisfaction while building strong, lasting relationships.
• Strong analytical skills to assess client needs and tailor investment solutions accordingly.
• Willingness to travel extensively throughout the United States.

Nice To Haves

• A CFA or MBA is desirable.
• Established relationships in the Upper Midwest Region are desirable.
• Institutional, single-family office, or distributor/platform experience will also be considered.

Responsibilities

• Articulate PIMCO’s macro views on world markets to large RIAs and multi-family offices while adopting a client-centric mindset approach to sell PIMCO’s suite of solutions to this high-value audience.
• Maintain comprehensive knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies.
• Provide thought leadership in identifying new business opportunities and supporting strategic initiatives to enhance the firm’s presence in wealth management, particularly among RIAs and multi-family offices.
• Collaborate with other professionals and specialists at the firm (SMAs, ETFs, PM, and business leadership) to further PIMCO’s and GWM’s goal, showcasing the full breadth and depth of PIMCO’s capabilities to this sophisticated client group.
• Cultivate and strengthen relationships to support business development efforts.
• Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to legislative and regulatory requirements.
• Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction as appropriate.

What This Job Offers

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