Account Manager, Strategic Accounts – RIA Aggregators

PIMCO•New York, NY

8h•$265,000 - $305,000

About The Position

PIMCO is seeking an experienced Account Manager with established relationships in the RIA Aggregator space to join the Strategic Accounts Group within U.S. Global Wealth Management (GWM). The group serves major intermediary clients and acts as a strategic advisor, providing customized investment solutions and services. Success is measured by sales and asset growth, the strength and depth of client relationships, client satisfaction, and alignment of PIMCO solutions with client objectives. The role supports channel growth by advancing distribution of PIMCO strategies to RIA Aggregators. It involves developing a deep understanding of client and prospect investment goals, helping clients navigate complexity, and communicating PIMCO’s capabilities across alternatives, separately managed accounts, ETFs, mutual funds, and other investment structures. The Account Manager partners across the firm, including Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, and Operations. The position is located in New York, NY, and travel is required as needed for client meetings, events, and industry conferences. Compensation includes a base salary and discretionary bonus. The stated salary range is $265,000 to $305,000.

Requirements

Bachelor’s degree required.
At least 7 years of experience in client servicing, strategic/key accounts, and/or business development, with a strong understanding of the RIA sales process.
FINRA Series 3, 7, and 63 licenses, or willingness to obtain them within three months of employment.
Established relationships with RIA Aggregators.
Proven track record of selling products across the investment spectrum.
Solid knowledge of the investment industry and deep understanding of fixed-income investing.
Ability to navigate organizations vertically and influence partnership-driven client relationships.
Ability to drive results through collaboration with Account Managers, Portfolio Managers, Product Strategists, and other professionals.
Outstanding written and verbal communication skills, including the ability to explain PIMCO’s capabilities to sophisticated investors and present to audiences of varying sizes.
Strong client-engagement skills and ability to build lasting relationships and achieve high client satisfaction.
Strong analytical skills and ability to combine quantitative and qualitative insights to understand client needs and deliver solutions.
Ability to establish and nurture relationships, communicate effectively, build trust, and exercise sound judgment and integrity.
Strong organizational and project-management skills, including managing multiple projects simultaneously.
Critical-thinking, analytical, and quantitative abilities; strategic thinking; adaptability to ambiguity; initiative; and attention to detail.
Ability to work in a dynamic, fast-paced environment, manage shifting priorities, collaborate across teams, and handle demanding responsibilities.
Intellectual curiosity, commitment to professional development, and interest in financial markets and investments.
Self-motivation, accountability, ethical conduct, and dedication to excellence.

Nice To Haves

Advanced degree.
CFA designation.
CAIA designation.

Responsibilities

Drive sales across PIMCO investment solutions by developing and managing strategic partnerships with RIA Aggregators.
Educate prospects and clients on investment strategies and build relationships across client organizations.
Understand 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 client service, solutions, and investment content.
Oversee account associates’ work related to attribution analysis, report preparation, presentation development, and industry research.
Maintain comprehensive knowledge of PIMCO products, platforms, themes, initiatives, markets, strategies, and policies.
Communicate PIMCO’s current economic outlook and portfolio strategy to clients and prospects.
Share client insights, sales feedback, and best practices with the broader team and firm.
Monitor the wealth-management competitive landscape and develop strategies to position PIMCO for business growth.
Travel as needed for client meetings, client-related events, and industry conferences.
Complete travel, expense reimbursement, and activity reporting requirements on time.
Comply with industry regulations, client firm requirements, PIMCO policies, and legislative and regulatory obligations.
Provide PIMCO management with feedback on product demand, sales trends, and client satisfaction.
Contribute to PIMCO beyond the daily remit of the role and represent the firm at conferences and training events as needed.
Pursue professional development and educational opportunities sponsored by PIMCO.