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

PIMCO • Austin, IN

17h • $205,000 - $240,000

About The Position

PIMCO is seeking an experienced sales professional to join its Private Client Group (PCG) within the U.S. Global Wealth Management business, covering the Upper Midwest Region. The U.S. Global Wealth Management team consists of client-facing professionals who work with financial advisors and financial intermediaries to represent PIMCO and deliver investment solutions. PCG develops and strengthens relationships with sophisticated financial advisors, registered investment advisors (RIAs), multi-family offices, bank trusts, and regional centers of influence by providing the firm’s thought leadership and investment solutions.

The role advances distribution of PIMCO strategies to PCG clients by understanding client- and prospect-specific investment goals, helping clients navigate complexity, and communicating PIMCO’s capabilities. Strategies include alternatives, separately managed accounts (SMAs), exchange-traded funds (ETFs), mutual funds, and other structures. The position is based preferably in Austin, Texas, or in Wisconsin, Illinois, Michigan, Missouri, Indiana, Iowa, or Ohio, and requires extensive travel throughout the United States.

Compensation includes a base salary and discretionary bonus. The stated salary range is $205,000 to $240,000. The bonus is determined by company, business, team, and individual performance.

Requirements

• Bachelor’s degree required.
• At least 5 years of sales or business development experience in asset management or wealth management.
• Ability to develop, monetize, and maintain strong relationships with sophisticated buyers.
• A successful track record managing relationships with financial advisors, RIAs, multi-family offices, or other financial intermediaries, including selling complex solutions to sophisticated clients or investors. Institutional, single-family office, or distributor/platform experience is also considered.
• Possession of FINRA Series 7, 3, and 63 licenses and other applicable licenses, or ability to obtain them within three 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.
• Excellent verbal communication and presentation skills, including the ability to convey technical product information and complex investment concepts.
• Strong client engagement skills, an entrepreneurial mindset, and a record of achieving client satisfaction and building lasting relationships.
• Strong analytical skills to assess client needs and tailor investment solutions.
• Willingness to travel extensively throughout the United States.
• Strong verbal and written communication, relationship-building, integrity, judgment, organizational, project-management, critical-thinking, analytical, and quantitative skills.
• Ability to manage multiple projects, work independently, navigate ambiguity and shifting priorities, collaborate across teams, and adapt to demanding responsibilities.
• Interest in financial markets and investments, including ETFs, and commitment to professional development and staying informed about industry trends.

Nice To Haves

• CFA or MBA.
• Established relationships in the Upper Midwest Region.

Responsibilities

• Articulate PIMCO’s macro views on world markets to large RIAs and multi-family offices, using a client-centric approach to sell the firm’s solutions.
• Maintain comprehensive knowledge of PIMCO products, platforms, themes, initiatives, markets, strategies, and policies.
• Identify new business opportunities and support strategic initiatives to enhance PIMCO’s presence in wealth management, particularly among RIAs and multi-family offices.
• Collaborate with colleagues and specialists across SMAs, ETFs, portfolio management, and business leadership to present PIMCO’s capabilities to clients.
• Cultivate and strengthen client relationships to support business development.
• Comply with industry standards, client-firm requirements, PIMCO policies, and applicable legislative and regulatory requirements.
• Provide management with feedback on product demand, sales trends, and client satisfaction.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level