Account Manager, Strategic Accounts – RIA Aggregators

PIMCO•New York, NY

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 The mission of PIMCO’s U.S. Global Wealth Management (GWM) group is to deliver industry-leading experiences for financial intermediaries and their individual investor clients, while making a significant contribution to PIMCO’s overall business success. U.S. GWM is responsible for business strategy and client coverage across a broad range of financial intermediaries, including RIAs, wirehouses, family offices, banks/brokerage firms, trust banks, platforms, and sub-advisory relationships. We are seeking an experienced Account Manager, preferably with established relationships in the RIA Aggregator space, to join the Strategic Accounts Group within GWM. Our team is dedicated to servicing the largest intermediary clients, including national and regional broker-dealers and banks, global private banks, RIA aggregators, and platforms. We serve as strategic advisors, delivering highly customized investment solutions and services tailored to the unique needs of these key clients. Success in this role is measured not only by sales and asset growth but also by the strength and depth of client relationships, client satisfaction, and the strategic alignment of PIMCO’s solutions with client objectives. The Account Manager plays a critical role in supporting the channel’s growth and expansion efforts. A key responsibility is to advance the distribution of PIMCO’s strategies to RIA Aggregators by developing a deep understanding of client and prospect-specific investment goals, helping them navigate complexity, and effectively communicating PIMCO’s capabilities. These strategies include Alternatives, Separately Managed Accounts (SMAs), Exchange-Traded Funds (ETFs), Mutual Funds, and other investment structures. This unique and dynamic business function requires partnership with all corners of the firm, including but not limited to the following teams: Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, Operations.

Requirements

Minimum of a bachelor’s degree required; an advanced degree and/or CFA or CAIA designation is preferred.
5+ years of experience in client servicing and 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.
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.

Nice To Haves

Established relationships with RIA Aggregators are strongly 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.