Senior Vice President, Defined Contribution Solutions Strategist

PIMCO•New York, NY

1d•$265,000 - $305,000

About The Position

PIMCO is seeking an experienced Defined Contribution (DC) Solutions Strategist to join its Defined Contribution Solutions team. The team designs, develops, positions, and commercializes PIMCO’s DC platform, partnering with Product Strategy, Portfolio Management, Marketing, Account Management, Corporate Retirement, and Consultant Relations. It also contributes to retirement thought leadership, including research publications and PIMCO’s annual Defined Contribution Consulting Study. The strategist will help manage, evolve, and commercialize PIMCO’s DC investment platform; lead product development and implementation initiatives; create and position investment solutions; and provide investment expertise. The role involves working with distribution teams to position DC solutions, communicate competitive advantages, support client retention and growth, and ensure offerings align with client needs. The strategist will be a subject matter expert across the DC product suite, including target date funds, retirement income solutions, active fixed income strategies, private markets solutions, and other participant-focused solutions. The position includes regular engagement with plan sponsors, consultants, advisors, and other retirement stakeholders, and contributes to PIMCO’s DC strategy and thought leadership. It may be based in Newport Beach, California; New York, New York; Chicago, Illinois; Austin, Texas; or San Diego, California, and may require a moderate amount of travel.

Requirements

Bachelor’s degree required.
At least 8 years of experience in the institutional DC space within asset management, institutional sales, relationship management, client management, consultant relations, business development, or a related field.
Experience developing, managing, positioning, and/or commercializing investment solutions and products for the U.S. DC market, including target date funds, retirement income strategies, active fixed income solutions, and other core menu offerings.
Deep understanding of the competitive landscape across the DC product ecosystem, including target date funds, retirement income solutions, capital preservation strategies, fixed income offerings, and broader core menu investments.
Strong knowledge of the institutional and advisor-led DC landscape, including plan sponsor, consultant, advisor, and intermediary dynamics.
Commercial mindset and strong consultative sales skills, with a history of engaging successfully with plan sponsors, advisors, consultants, and other retirement stakeholders.
Deep knowledge of DC trends, plan design and mechanics (accumulation and decumulation), investment vehicles, capital markets, and economics.
Strong relationship-building skills and ability to develop credibility with institutional investors, senior decision-makers, and other key stakeholders.
Excellent verbal and written communication and presentation skills, including the ability to explain complex investment concepts clearly and effectively.
Ability to prioritize opportunities, manage multiple client relationships, and execute against ambitious business objectives.
Commitment to high standards of professionalism, ethics, and integrity.
Ability to operate in a fast-paced, highly collaborative environment and work effectively across global and cross-functional teams.
Self-starter with strong personal accountability, sound judgment, intellectual curiosity, and a results-oriented mindset.
Ability and willingness to embrace innovation and leverage data, technology, and AI-enabled tools to enhance client engagement, improve decision-making, increase operating efficiency, and support business growth.
Active FINRA Series 7, 63, and 3 licenses required.

Nice To Haves

CFA designation, MBA, or other advanced degree.

Responsibilities

Manage, enhance, and further develop PIMCO’s DC investment strategies, including target date funds, retirement income solutions, active fixed income strategies, private markets solutions, and other participant-oriented solutions.
Identify demand for new solutions and enhancements to existing offerings; develop positioning, investment narratives, and go-to-market strategies to support adoption and growth.
Work with plan sponsors, consultants, advisors, and other retirement stakeholders to assess DC investment needs and recommend solutions.
Deliver DC expertise and communicate PIMCO’s perspectives on DC plan design, participant outcomes, and retirement investing.
Partner with Product Strategy, Portfolio Management, Marketing, Account Management, Corporate Retirement, and Consultant Relations to ensure the DC product suite is clearly positioned, competitively differentiated, and aligned with stakeholder needs.
Serve as a subject matter expert for PIMCO’s DC platform, positioning solutions, communicating competitive advantages, and supporting client retention and growth.
Collaborate with PIMCO investment professionals, including Client Relationship Managers and Portfolio Managers.
Develop client-facing presentations, white papers, educational content, and other thought leadership publications.
Collaborate with Marketing on PIMCO’s annual DC consulting study and present its findings to clients, consultants, and other stakeholders.
Represent PIMCO at industry conferences, client events, and forums, promoting the firm’s thought leadership and DC solutions and enhancing its marketplace presence and reputation.
Participate in ad hoc research projects related to retirement markets, industry trends, and emerging opportunities.
Serve as an internal resource for client-facing and marketing teams on DC, retirement income, and retirement solutions topics.
Provide timely, forward-looking internal and external insights on investor demand, competitors, and DC market trends.