Account Manager, Retirement Sales (Southwest)

PIMCO; Phoenix (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

PIMCO is seeking an Account Manager, Retirement Sales in the Southwest region to drive client relationships and sales for Defined Contribution options. You will coordinate retirement messaging, support distribution channels, and develop new advisor relationships while leveraging market insights to position PIMCO solutions.

The role requires strong industry contacts, a minimum of five years in external client-facing retirement sales, and a bachelor's degree.

Qualifications

• Minimum of a bachelor’s degree required.
• Minimum of five years in external client-facing sales or business development in the retirement industry.
• Strong network with advisors, consultants and platform providers in the Southwest region of the US.
• In-depth knowledge of the retirement market, including capital markets and defined contribution investment solutions.

Responsibilities

• Coordinate retirement messages and position investment solutions, manage territory sales and relationships.
• Stay informed on retirement market trends and how PIMCO investment solutions meet plan needs.
• Collaborate with retirement advisors to grow Defined Contribution assets, focusing on core options and target date strategies.
• Provide ongoing sales support for key distribution platforms and retirement specialists within the territory.
• Assist retail wholesalers in developing new retirement advisors.
• Analyze industry and portfolio data to support competitive analyses and sales tools.
• Develop and maintain a pipeline of retirement opportunities in the Southwest region.
• Develop comprehensive knowledge of PIMCO's products, platforms and policies.

Skills

Relationship-building

Client-facing sales

Strategic thinking

Market knowledge

Education

Bachelor's degree

Tools

CRM systems

Job description

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk‑adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

The Retirement/Defined Contribution Distribution business within PIMCO is responsible for developing, servicing, and growing assets under management within the U.S. retirement market. The Retirement Sales team (RST) focuses primarily on the Defined Contribution (401(k), Defined Benefit, 457, 403(b), profit‑sharing plans) segments of the retirement market, providing sales expertise and specialized product support for various management affiliates and a variety of distribution channels.

We are seeking an Account Manager, Retirement Sales with established industry contacts and strong relationships with advisors, consultants, and platform providers in the Southwest region of the US, to join our RST. In this role, you will work closely with members of both the Retirement and Retail Distribution teams, directing a broad range of territory-specific discussions, sales, and ongoing client servicing initiatives. You will leverage your expertise in retirement markets to support and grow Defined Contribution assets under management, focusing on core investment options and target date strategies. You will collaborate with key retirement advisors and consultants, providing ongoing sales support and developing new relationships within the assigned territory. Additionally, you will analyze industry data to enhance product positioning and create effective sales tools.

Responsibilities

• General responsibilities include coordinating retirement messages and positioning investment solutions, managing territory sales, and maintaining relationships. A thorough understanding of the changing retirement market is critical to success.
• Stay informed on the latest trends in retirement markets and understand how PIMCO investment solutions meet specific retirement plan needs.
• Collaborate with key retirement advisors to increase Defined Contribution assets under management, focusing on core investment options and target date strategies.
• Provide continuous sales support for key distribution platforms and retirement specialists within the territory.
• Assist retail wholesalers in developing new retirement advisors.
• Analyze industry and portfolio data to support competitive analyses, product positioning, and the creation of sales tools.
• Develop and maintain a pipeline of specific retirement opportunities within the Southwest region.
• Develop comprehensive knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies of our clients and partner firms.
• Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements.
• Comply with all travel and expense reimbursement and activity reporting in a timely manner.
• Support PIMCO Business Objectives
• Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.
• Represent PIMCO as needed at national, regional, and local conferences and training events.
• Minimum of a bachelor's degree required.
• Minimum of five (5) years of experience in an external client-facing sales or business development role in the retirement industry.
• Strong network established industry contacts and established advisor/consultant and platform provider relationships in the Southwest region of the US.
• In-depth knowledge of the retirement market, including capital markets and defined contribution investment solutions.
• Proven entrepreneurial mindset with a strong commitment to client service and excellence, capable of developing and deepening client relationships.
• Relationship-Building : Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional Organizational Skills and Resourcefulness : Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. You think strategically, navigate ambiguity, and proactively advance projects and initiatives.
• Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

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