Account Manager, Retirement Sales (Southwest)

PIMCO

10d • $205,000 - $240,000

About The Position

PIMCO is seeking an Account Manager, Retirement Sales, to join its Retirement Sales team and cover the Southwest region of the United States, including Southern California, Southern Nevada, Hawaii, Arizona, and New Mexico. The Retirement/Defined Contribution Distribution business develops, services, and grows assets under management in the U.S. retirement market. The team focuses primarily on Defined Contribution and other retirement plan segments, providing sales expertise and product support across management affiliates and distribution channels.

The Account Manager will work with the Retirement and Retail Distribution teams to lead territory-specific sales discussions and ongoing client service. The role supports and grows Defined Contribution assets under management, particularly in core investment options and target date strategies. It involves working with advisors, consultants, and platform providers; developing new relationships; managing territory sales and opportunity pipelines; and using industry and portfolio data to improve product positioning and sales tools. A thorough understanding of the evolving retirement market is important to success.

PIMCO describes its culture as high-performance and inclusive, emphasizing its CORE values of Collaboration, Openness, Responsibility, and Excellence. Compensation includes a base salary and discretionary bonus. The stated base salary range is $205,000 to $240,000.

Requirements

• Bachelor’s degree required.
• At least five years of experience in an external client-facing sales or business development role in the retirement industry.
• Established industry contacts and advisor, consultant, and platform-provider relationships in the Southwest region of the United States.
• FINRA Series 7 and Series 63 licenses required.
• Series 3 license must be obtained within the first six months of employment.
• In-depth knowledge of the retirement market, including capital markets and Defined Contribution investment solutions.
• Entrepreneurial mindset and strong commitment to client service and excellence, with the ability to develop and deepen client relationships.
• Ability to build and nurture relationships with clients and stakeholders; exceptional verbal and written communication skills; credibility, integrity, sound judgment, and composure under pressure.
• Strong organizational, project-management, critical-thinking, analytical, and quantitative skills, including the ability to manage multiple projects and solve problems resourcefully.
• Ability to think strategically, navigate ambiguity, adapt to shifting priorities, collaborate across teams, and handle demanding responsibilities.
• High ethical standards, intellectual curiosity, commitment to professional development, and interest in industry trends.
• Self-motivation, accountability, attention to detail, and commitment to results and professional growth.

Responsibilities

• Stay informed about retirement-market trends and how PIMCO investment solutions address retirement plan needs.
• Collaborate with retirement advisors to grow Defined Contribution assets under management, focusing on core investment options and target date strategies.
• Provide ongoing sales support to key distribution platforms and retirement specialists in the territory.
• Build and maintain relationships with small- to mid-sized Defined Contribution-focused consultants.
• Assist retail wholesalers in developing new retirement advisor relationships.
• Analyze industry and portfolio data for competitive analyses, product positioning, and sales tools.
• Develop and maintain a pipeline of retirement opportunities in the Southwest region.
• Develop comprehensive knowledge of PIMCO products, platforms, themes, initiatives, markets, strategies, and client and partner-firm policies.
• Comply with industry standards, client-firm requirements, PIMCO policies, and legislative and regulatory requirements.
• Complete travel and expense reimbursement and activity reporting in a timely manner.
• Provide PIMCO management with feedback on product demand, sales trends, and client satisfaction.
• Seek opportunities to contribute beyond the daily responsibilities and be an exceptional colleague.
• Represent PIMCO at national, regional, and local conferences and training events as needed.
• Pursue professional development and educational opportunities sponsored by PIMCO.

Benefits

• Discretionary bonus based on company, business, team, and individual performance.
• Professional development and educational opportunities sponsored by PIMCO.

What This Job Offers

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