ETF Account Manager - Strategic Accounts

PIMCO • New York, NY

129d • $205,000 - $240,000

About The Position

PIMCO's US Global Wealth Management (GWM) division is seeking an ETF Account Manager (AM) to join our ETF distribution team. PIMCO currently manages over $36 billion across 27 ETFs in the US and is recognized as a leader and innovator in active fixed income ETFs. As the premier active fixed income manager globally, we are committed to expanding our ETF business to establishing a dominant presence in this market. This role offers an exciting opportunity to join an entrepreneurial team within a rapidly growing segment of GWM, building on the success of our established ETF franchise. We are actively enhancing our platform to support new product launches and engage with a diverse range of GWM clients, including wirehouse advisors, independent advisors, and registered investment advisors (RIAs).

Requirements

• Bachelor's Degree required; CFA, CPA designations, and/or an MBA are a plus.
• Minimum five (5) years of experience in an ETF client-facing role (external, hybrid, or national accounts).
• Experience with broker-dealer home office ETF contacts is desirable.
• Thorough knowledge of the TAMP and model landscape.
• Existing relationships with key prospects and clients.
• Extensive knowledge of the ETF ecosystem.
• Entrepreneurial spirit with a desire to contribute to ETF distribution growth.
• Solid financial services background with knowledge of investment trends and home office platforms.
• Outstanding verbal and written communication skills to engage key partners, present sales materials, and convey technical product information.
• Exceptional client engagement skills with a history of achieving high levels of client satisfaction and building strong, lasting relationships.
• Possession of Series 7 and 63 licenses required.
• Clean U-4 record.
• Willingness to travel extensively as required.
• Self-starter, ability to work within the firm's demanding and highly focused environment.

Responsibilities

• Identify and establish new partnerships to grow PIMCO's ETF model business with TAMPs, broker-dealers, FinTech platforms, and commercial RIAs.
• Collaborate with existing and new strategic accounts to enhance PIMCO ETF allocations in home office models.
• Develop marketing and sales campaigns to drive PIMCO ETF model business with existing partners and clients.
• Partner with GWM colleagues across sales, strategic accounts, models, etc., to advocate for ETF-focused initiatives while navigating complex relationships.
• Maintain comprehensive knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies.
• Represent PIMCO ETFs at industry and client events.
• Comply with travel, expense reimbursement policies, and provide timely activity reporting.
• Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements.
• Provide feedback to PIMCO management on product demand, sales trends and client satisfaction.

Benefits

• Base salary determined by core job responsibilities, relevant experience, internal level, and market factors.
• Discretionary bonus based on company, business, team, and individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees