ETF Account Associate

PIMCO • New York, NY

135d • $105,000 - $115,000

About The Position

We are seeking an ETF Account Associate to support the ETF Account Manager in business development and investor relations for PIMCO’s ETF investment products. In this role, you will be a key resource both internally and externally, generating outgoing sales activity and addressing inquiries related to these products from GWM clients from home office research teams and business professionals. Your responsibilities will include supporting our ETF Account Managers, acting as the subject matter expert for our US Global Wealth Management (GWM) Strategic Account Managers and Account Associates. You will collaborate closely in servicing existing advisors, educating advisors, and supporting new business initiatives. A crucial success factor for this role is the ability to confidently interact with senior leadership across various departments including GWM, Portfolio Management and Product Strategy. Legal, Operations, and offshore client-facing teams. Additional responsibilities encompass preparing for meetings, drafting briefing memos, managing CRM queries, maintaining pipeline and business reports, responding to questionnaires, and undertaking special projects to support the ETF business broadly.

Requirements

• A minimum of a bachelor’s degree is required.
• Possession of FINRA Series 7 and 63 licenses and demonstrated commitment to professional standards and regulatory compliance.
• Minimum 2 years of professional experience in an internal sales or business development function.
• Demonstrated robust interest in and knowledge of ETFs.
• Proficient in analyzing sales data and market trends to inform decision-making and experience with CRM systems for sales performance management.
• Excellent verbal and written communication skills, with the ability to present ideas clearly to diverse audiences.
• Entrepreneurial mindset with a commitment to client service and relationship development.
• Strong analytical and problem-solving skills with a results-oriented mindset.

Nice To Haves

• Proven ability to establish and nurture strong relationships with clients and stakeholders.
• Exceptional verbal and written communication skills, enabling effective engagement with diverse audiences.
• Composed under pressure, building credibility and trust through consistent behavior, high integrity, and sound judgment.
• Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities.
• Strong critical thinking, analytical, and quantitative skills enabling creative and resourceful problem-solving.
• Ability to think strategically, navigate ambiguity, and proactively advance projects and initiatives.
• Detail-oriented and ready to run with projects independently.
• Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity.
• Emotional intelligence, adaptability, and resilience to handle unstructured processes and demanding responsibilities.
• Intellectually curious and committed to professional development, staying informed about industry trends.

Responsibilities

• Maintain a strong passion for and stay updated on financial markets, with a particular focus on ETFs, the global economic environment, asset allocation, investment vehicles, and the broader financial services industry.
• Assist in advancing the priorities of five External Account Managers and the Head of the ETF business by providing strategic support.
• Offer timely assistance to Account Managers through competitive analysis, data reports, marketing collateral, and follow-up with advisors and clients.
• Work collaboratively with the team to manage large-scale initiatives, including the ETF Summit, micro-call logistics and planning, conferences, and events.
• Partner with and support AAM internal teams by actively participating in meetings, representing the ETF team, and delivering timely updates, education, and content.
• Assist in organizing internal ETF weekly team meetings by preparing agendas, selecting speakers, and determining topics and materials.
• Oversee the management of ETF sales data reports, such as running monthly data files for PCG/Field Sales, and collaborate with data teams to streamline processes.
• Collaborate with data teams to identify and source missing ETF trades.
• Assist the ETF team in creating and distributing internal communications.
• Help organize AM/AA training sessions, including podcasts, Brainsharks, and material preparation.
• Actively participate in department meetings, engage with colleagues across various PIMCO functions, lead and participate in working groups, share innovative ideas, and fully utilize continuous mentoring and training opportunities.

Benefits

• Base salary range: $105,000.00 - $115,000.00
• Discretionary bonus based on performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees