Account Manager, Strategic Accounts - RIA Aggregators

PIMCO Ltd. - Pacific Investment Management Company; New York (NY); On-site; USD 265,000 - 305,000; Full time

Job summary

PIMCO Ltd. - Pacific Investment Management Company in New York seeks an Account Manager for its U.S. Global Wealth Management Strategic Accounts group.

The role focuses on expanding distribution to RIA Aggregators, delivering tailored investment solutions, and coordinating cross-functional resources to support large intermediary clients. Qualified candidates will bring 7+ years of client servicing and established RIA relationships, strong communication skills, and FINRA licenses (3/7/63) or

Qualifications

• Bachelor's degree required; CFA/CAIA preferred.
• 7+ years of client servicing, strategic/key accounts, and/or business development.
• Established relationships with RIA aggregators.
• FINRA Series 3, 7, and 63 licenses or willingness to obtain within 3 months.

Responsibilities

• Drive sales across PIMCO investment solutions with RIA Aggregators.
• Educate prospects and clients on diverse investment strategies.
• Develop deep understanding of client needs and organizational structures.
• Coordinate and lead firm resources to provide best-in-class service and content.
• Oversee account associates' activities including attribution analysis and reports.
• Maintain comprehensive knowledge of PIMCO products, platforms, and policies.
• Clearly communicate market outlook and portfolio strategy to clients.

Skills

Relationship building

Strategic partnerships

Client servicing

Communication skills

Sales orientation

Analytical thinking

Education

Bachelor's degree

CFA or CAIA preferred

Tools

FINRA Series 3/7/63 licenses

Job description

Position Description

The mission of PIMCO's U.S. Global Wealth Management (GWM) group is to deliver industry-leading experiences for financial intermediaries and their individual investor clients, while making a significant contribution to PIMCO's overall business success. U.S. GWM is responsible for business strategy and client coverage across a broad range of financial intermediaries, including RIAs, wirehouses, family offices, banks/brokerage firms, trust banks, platforms, and sub-advisory relationships.

We are seeking an experienced Account Manager with established relationships in the RIA Aggregator space, to join the Strategic Accounts Group within GWM. Our team is dedicated to servicing the largest intermediary clients, including national and regional broker‑dealers and banks, global private banks, RIA aggregators, and platforms. We serve as strategic advisors, delivering highly customized investment solutions and services tailored to the unique needs of these key clients. Success in this role is measured not only by sales and asset growth but also by the strength and depth of client relationships, client satisfaction, and the strategic alignment of PIMCO's solutions with client objectives.

The Account Manager plays a critical role in supporting the channel's growth and expansion efforts. A key responsibility is to advance the distribution of PIMCO's strategies to RIA Aggregators by developing a deep understanding of client and prospect‑specific investment goals, helping them navigate complexity, and effectively communicating PIMCO's capabilities. These strategies include Alternatives, Separately Managed Accounts (SMAs), Exchange-Traded Funds (ETFs), Mutual Funds, and other investment structures.

This unique and dynamic business function requires partnership with all corners of the firm, including but not limited to the following teams: Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, Operations.

Location

New York, NY

Key Relationships

• External Key Accounts: Build and maintain relationships with RIA aggregators. Key contacts will encompass research and diligence professionals, product management teams, business personnel, and operations staff.
• PIMCO Investment Professionals: Engage with a diverse group of professionals, including Account Managers in US GWM Strategic Accounts and US GWM Private Client Group, US GWM Alternatives Specialists, US GWM Field and Internal Sales teams, Alternatives Product Strategists, and Portfolio Managers.
• Other PIMCO Professionals: Collaborate effectively with teams across Legal & Compliance, Marketing, and Operations to ensure alignment and support for business initiatives.

Responsibilities

• Drive sales across the full spectrum of PIMCO investment solutions by developing and managing strategic partnerships with RIA Aggregators.
• Educate prospects and clients on a broad range of investment strategies while building strong relationships across client organizations.
• Develop a deep understanding of client needs, organizational structures, business considerations, and industry trends to deliver client‑centric solutions.
• Coordinate and lead firm resources—including Portfolio Managers, Product & Solutions Strategists, Operations, Legal & Compliance, and Account Associates—to provide industry-leading client service, solutions, and investment content.
• Oversee and manage account associates' activities related to attribution analysis, report preparation, presentation development, and industry research.
• Maintain comprehensive knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies.
• Clearly communicate the firm's current economic outlook and portfolio strategy to clients and prospects.
• Contribute to the broader team and firm by sharing client insights, sales feedback, and best practices.
• Monitor the competitive landscape within the wealth management industry and develop strategies to position PIMCO for business growth.
• Travel as needed to attend client meetings, client‑related events, and industry conferences.
• Ensure timely compliance with all travel, expense reimbursement, and activity reporting requirements.
• Adhere to the highest standards of compliance with industry regulations, client firm requirements, and PIMCO policies, including all legislative and regulatory obligations.

Support PIMCO Business Objectives

• Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.
• Seek opportunities to contribute to PIMCO beyond the daily remit of your role, strive to be an exceptional colleague.
• Represent PIMCO as needed at national, regional, and local conferences and training events.
• Fully embrace and seek professional development and educational opportunities sponsored by PIMCO.

Qualifications

• Minimum of a bachelor's degree required; an advanced degree and/or CFA or CAIA designation is preferred.
• 7+ years of experience in client servicing, strategic/key accounts, and/or business development, with a strong understanding of the RIA sales process.
• Possession of FINRA Series 3, 7, and 63 licenses or willingness to obtain them within three (3) months of employment.
• Established relationships with RIA Aggregators.
• Proven track record of successfully selling products across the investment spectrum.
• Solid knowledge of the investment industry, with a deep understanding of fixed income investing.
• Self‑starter with the ability to navigate organizations vertically and influence partnership‑driven client relationships.
• Demonstrated ability to drive results through close collaboration with Account Managers, Portfolio Managers, Product Strategists, and other PIMCO professionals.
• Outstanding communication skills, with the ability to clearly and concisely articulate PIMCO's capabilities to sophisticated investors, both in writing and in presentations to audiences of varying sizes.
• Exceptional client engagement skills and an entrepreneurial mindset, consistently achieving high levels of client satisfaction while building and deepening strong, lasting relationships through a commitment to client service and excellence.
• Strong analytical skills, with the ability to blend quantitative and qualitative insights to understand client needs and deliver effective solutions.

Professional Skills Requirements

• Proven ability to establish and nurture strong relationships with clients and stakeholders. You possess exceptional verbal and written communication skills, enabling effective engagement with diverse audiences. Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment. Relationship building is a key part of your life, and you have excellent people skills, always ready to engage and discuss relevant topics.
• Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Your strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully. You think strategically, navigate ambiguity, and proactively advance projects and initiatives. You are extremely detail‑oriented and ready to run with projects independently.
• Thrive in dynamic, fast‑paced environments, adept at managing shifting priorities and ambiguity. You build positive relationships and collaborate effectively across diverse teams. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully. You are friendly and genuinely enjoy working in a collaborative team environment.
• Your actions reflect high ethical standards and integrity, earning you credibility and trust. You are intellectually curious and committed to professional development, staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence. You are passionate about financial markets and investments.
• Self‑motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry. You are always looking for a good challenge, big or small, and are a firm believer that with enough time and resources, you can achieve any goal.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Salary Range: $ 265,000.00 - $ 305,000.00

Equal Employment Opportunity and Affirmative Action Statement

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.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.