Model Sales and Strategy Lead
About The Position
PIMCO is seeking an experienced and motivated Model Sales and Strategy Lead to join its U.S. GWM Growth Markets Team. The role is responsible for defining, owning, and executing the U.S. Model Portfolio distribution strategy, including product vision, platform distribution, asset growth, and the operating model for U.S. Wealth Management. The Lead will continue building and scaling PIMCO’s Model Portfolio platform in close partnership with Sales, Specialists, Portfolio Management, Client Solutions & Analytics, Marketing, Legal/Compliance, and Technology. The position is the single point of accountability for U.S. Model Portfolio distribution strategy and adoption, serves as a senior internal advocate for the voice of the field, and ensures platform feedback informs product design, messaging, and prioritization. Key priorities include growing assets on U.S. Models platforms, building and managing strategic partnerships with enterprise and advisor platforms, and integrating models across GWM by driving adoption among Specialists and Sales teams.
Requirements
- 10+ years of relevant experience in model portfolios, multi-asset solutions, intermediary distribution, product management, or related roles within asset management, wealth platforms, or investment consulting.
- Deep understanding of the U.S. wealth business, including UMA/SMAs, TAMPs, asset management vehicles, and home-office platforms.
- Demonstrated success driving business growth through enterprise partnerships, platform relationships, and cross-functional execution.
- Strong investment acumen and ability to engage credibly with Portfolio Management and Client Solutions & Analytics on construction, risk, and performance.
- Proven leadership experience and ability to influence and execute across a matrixed organization.
- Excellent executive communication skills, written, verbal, and presentation, with the ability to simplify and tailor complex topics for diverse audiences.
- Bachelor’s degree required.
- Knowledge of fixed income, multi-sector credit, and income-oriented portfolio construction.
- Proven ability to partner with Legal/Compliance on marketing, disclosures, and platform requirements.
- Experience partnering with technology teams and vendors to improve model delivery, data/reporting, or advisor experience.
- Highly organized, with strong program and execution discipline and the ability to manage multiple strategic initiatives concurrently while keeping stakeholders aligned and informed.
- Strong attention to detail and a disciplined approach to risk management, accuracy, and client outcomes.
- Self-starter with an entrepreneurial mindset and motivation to lead growth of a critical market segment.
- Creative and thoughtful problem-solving ability, including looking beyond existing structures and frameworks to evolve the platform and strategy.
- Collaborative leadership style focused on action and accountability.
- Client-first mindset and ability to represent PIMCO externally and internally.
Nice To Haves
- MBA and/or CFA.
- Familiarity with ETF and mutual fund implementation.
Responsibilities
- Define and execute the U.S. GWM Model Portfolio strategy, including product roadmap, investment line-up, positioning, and go-to-market priorities.
- Establish and own platform distribution strategy and execution across wirehouse, independent broker-dealer, RIA, bank, and aggregator channels.
- Drive asset growth by identifying, securing, and converting enterprise partnership opportunities.
- Build scalable coverage models with distribution teams, including Sales and Specialists.
- Partner with Portfolio Management and Client Solutions & Analytics on model construction and design.
- Lead strategic partnerships, including UMA/overlay providers, home offices, and key third-party programs, and negotiate commercial terms with internal stakeholders.
- Partner with Marketing on distribution strategy for model content, messaging, education, and advisor-facing materials.
- Design and deliver business reporting and analytics covering AUM, flows, pipeline, platform coverage, adoption, and profitability.
- Translate insights and data into actionable recommendations that drive growth, adoption, and disciplined capital allocation.
- Support PIMCO’s model solutions with platforms, advisors, and industry partners.
- Translate feedback into scalable product decisions and operational improvements.
Benefits
- Base salary and discretionary bonus as part of a total compensation approach.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
