Account Manager, Strategic Accounts – RIA Aggregators

PIMCO•New York, NY

5d•Onsite

About The Position

PIMCO's U.S. Global Wealth Management (GWM) group aims to deliver industry-leading experiences for financial intermediaries and their individual investor clients, contributing significantly to PIMCO's business success. U.S. GWM oversees business strategy and client coverage for a wide range of financial intermediaries, including RIAs, wirehouses, family offices, banks/brokerage firms, trust banks, platforms, and sub-advisory relationships. We are looking for an experienced Account Manager with established relationships in the RIA Aggregator space to join the Strategic Accounts Group within GWM. This team focuses on servicing the largest intermediary clients, such as national and regional broker-dealers and banks, global private banks, RIA aggregators, and platforms. The role involves acting as a strategic advisor, providing highly customized investment solutions and services tailored to the unique needs of these key clients. Success is measured by sales and asset growth, the strength and depth of client relationships, client satisfaction, and the strategic alignment of PIMCO’s solutions with client objectives. The Account Manager is crucial for supporting the channel’s growth and expansion. A primary responsibility is to promote the distribution of PIMCO’s strategies to RIA Aggregators by understanding client and prospect investment goals, assisting them with complexity, and effectively communicating PIMCO’s capabilities. This includes strategies such as Alternatives, Separately Managed Accounts (SMAs), Exchange-Traded Funds (ETFs), Mutual Funds, and other investment structures. This role requires collaboration with various internal teams, including Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, and Operations.

Requirements

Minimum of a bachelor’s degree required; an advanced degree and/or CFA or CAIA designation is preferred.
7+ years of experience in client servicing, strategic/key accounts, and/or business development, with a strong understanding of the RIA sales process.
Possession of FINRA Series 3, 7, and 63 licenses or willingness to obtain them within three (3) months of employment.
Established relationships with RIA Aggregators.
Proven track record of successfully selling products across the investment spectrum.
Solid knowledge of the investment industry, with a deep understanding of fixed income investing.
Self-starter with the ability to navigate organizations vertically and influence partnership-driven client relationships.
Demonstrated ability to drive results through close collaboration with Account Managers, Portfolio Managers, Product Strategists, and other PIMCO professionals.
Outstanding communication skills, with the ability to clearly and concisely articulate PIMCO’s capabilities to sophisticated investors, both in writing and in presentations to audiences of varying sizes.
Exceptional client engagement skills and an entrepreneurial mindset, consistently achieving high levels of client satisfaction while building and deepening strong, lasting relationships through a commitment to client service and excellence.
Strong analytical skills, with the ability to blend quantitative and qualitative insights to understand client needs and deliver effective solutions.
Proven ability to establish and nurture strong relationships with clients and stakeholders.
You possess exceptional verbal and written communication skills, enabling effective engagement with diverse audiences.
Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment.
Relationship building is a key part of your life, and you have excellent people skills, always ready to engage and discuss relevant topics.
Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities.
Your strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully.
You think strategically, navigate ambiguity, and proactively advance projects and initiatives.
You are extremely detail-oriented and ready to run with projects independently.
Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity.
You build positive relationships and collaborate effectively across diverse teams.
Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully.
You are friendly and genuinely enjoy working in a collaborative team environment.
Your actions reflect high ethical standards and integrity, earning you credibility and trust.
You are intellectually curious and committed to professional development, staying informed about industry trends.
You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence.
You are passionate about financial markets and investments.
Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability.
Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry.
You are always looking for a good challenge, big or small, and are a firm believer that with enough time and resources, you can achieve any goal.

Nice To Haves

An advanced degree and/or CFA or CAIA designation is preferred.

Responsibilities

Drive sales across the full spectrum of PIMCO investment solutions by developing and managing strategic partnerships with RIA Aggregators.
Educate prospects and clients on a broad range of investment strategies while building strong relationships across client organizations.
Develop a deep understanding of client needs, organizational structures, business considerations, and industry trends to deliver client-centric solutions.
Coordinate and lead firm resources—including Portfolio Managers, Product & Solutions Strategists, Operations, Legal & Compliance, and Account Associates—to provide industry-leading client service, solutions, and investment content.
Oversee and manage account associates’ activities related to attribution analysis, report preparation, presentation development, and industry research.
Maintain comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies.
Clearly communicate the firm’s current economic outlook and portfolio strategy to clients and prospects.
Contribute to the broader team and firm by sharing client insights, sales feedback, and best practices.
Monitor the competitive landscape within the wealth management industry and develop strategies to position PIMCO for business growth.
Travel as needed to attend client meetings, client-related events, and industry conferences.
Ensure timely compliance with all travel, expense reimbursement, and activity reporting requirements.
Adhere to the highest standards of compliance with industry regulations, client firm requirements, and PIMCO policies, including all legislative and regulatory obligations.
Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.
Seek opportunities to contribute to PIMCO beyond the daily remit of your role, strive to be an exceptional colleague.
Represent PIMCO as needed at national, regional, and local conferences and training events.
Fully embrace and seek professional development and educational opportunities sponsored by PIMCO.