CIT Solutions Strategist

Pacific Investment Mgt; Newport Beach (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

PIMCO in Newport Beach is seeking a CIT Solutions Strategist to join our CIT Strategy Team and shape the future of the firm’s Collective Investment Trust (CIT) business.

The role serves as a strategic resource across the firm, coordinating with Defined Contribution Solutions, Client Management, Product Strategy, Legal, Operations, Compliance, and third-party trust companies to implement CITs and support client adoption.

Responsibilities

• Lead the implementation and enhancement of CIT products and share classes.
• Partner with the product and distribution teams to identify market opportunities and determine product and share-class needs.
• Serve as a primary liaison with third-party trust companies, with a strong understanding of their practices, operational and reporting requirements, fiduciary responsibilities, and governance frameworks.
• Proactively identify opportunities to expand collaboration with trustees and support business growth.
• Partner with Funds Legal Compliance and Trustees to support adherence to regulatory and fiduciary requirements.
• Evaluate governance implications of product changes, operational issues, and investor requests, including restricted affiliates, employer securities, trading guidelines, and eligibility restrictions.
• Proactively monitor regulatory developments and changes across the retirement landscape, assess potential implications for the CIT business, and provide timely, actionable updates to business stakeholders.
• Lead cross-functional initiatives across multiple stakeholders and business units. Develop project plans, establish milestones, manage dependencies, and drive execution.
• Identify risks, develop mitigation strategies, and proactively communicate issues and recommendations.
• Serve as a trusted internal resource on CIT structures, investor eligibility, product positioning, fees, reporting, governance, liquidity, and operational considerations.
• Provide accurate, well-supported analyses, recommendations.

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 invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. 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.

Position Description

We are seeking a CIT Solutions Strategist to join our CIT Strategy Team and help shape the future of PIMCO's Collective Investment Trust (CIT) business. The team sits within PIMCO's U.S. Retirement business and supports the growth of the firm's CIT platform. This role is well suited for an adaptable, intellectually curious professional who can lead the detailed, hands‑on work that makes CITs successful while connecting that work to evolving client needs.

You will serve as a specialist, strategic resource, and trusted internal partner across the firm, helping to advance PIMCO's CIT capabilities. You will collaborate with Defined Contribution Solutions, Client Management, Product Strategy, Legal, Operations, Compliance, and third-party trust companies to implement CITs, support client adoption, and help internal teams position CIT strategies.

Why this role

• Strategy and execution together. You will lead projects, timelines, and detailed work behind new launches, working closely with trustees, while connecting CIT decisions to broader client and consultant needs. .
• Broad collaboration. You will work every day with our trustee partners and colleagues across the firm.. Success depends on building trust and bringing people together around shared goals.
• A small team and a real voice. The team is newer and small, so you will think like a business owner and have direct impact on how the CIT business operates and grows.
• Room to innovate. We are seeking someone who is AI-forward and eager to use these tools in day-to-day work to respond to client needs, synthesize documents and data, find gaps and areas of improvement, and apply prior work to new projects and situations. We encourage you to turn what works for you to best practices you share with colleagues.

The CIT Solutions Strategist will bring expertise in CIT structures, governance, operations, fee arrangements, regulatory considerations, and retirement plan investments. The role requires strong analytical capabilities, project leadership, business judgment, intellectual curiosity, and the ability to work independently and collaboratively across multiple initiatives. Success also requires a hands‑on mindset, equal care for strategy and detail, and a willingness to contribute at every level.

Location

Newport Beach, New York

Responsibilities

CIT Product Development

• Lead the implementation and enhancement of CIT products and share classes.
• Partner with the product and distribution teams to identify market opportunities and determine product and share-class needs.

Trustee & Platform Management

• Serve as a primary liaison with third-party trust companies, with a strong understanding of their practices, operational and reporting requirements, fiduciary responsibilities, and governance frameworks.
• Proactively identify opportunities to expand collaboration with trustees and support business growth.

Governance, Compliance & Regulatory Oversight

• Partner with Funds Legal Compliance and Trustees to support adherence to regulatory and fiduciary requirements.
• Evaluate governance implications of product changes, operational issues, and investor requests, including restricted affiliates, employer securities, trading guidelines, and eligibility restrictions.
• Proactively monitor regulatory developments and changes across the retirement landscape, assess potential implications for the CIT business, and provide timely, actionable updates to business stakeholders.

Business Management & Strategic Execution

• Lead cross‑functional initiatives across multiple stakeholders and business units. Develop project plans, establish milestones, manage dependencies, and drive execution.
• Identify risks, develop mitigation strategies, and proactively communicate issues and recommendations.

Stakeholder Support & Education

• Serve as a trusted internal resource on CIT structures, investor eligibility, product positioning, fees, reporting, governance, liquidity, and operational considerations.
• Provide accurate, well-supported analyses, recommendat