CIT Solutions Strategist: AI-Forward Strategy Lead

PIMCO

Newport Beach (CA)

On-site

USD 146,000 - 168,000

Full time

5 days ago

Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

PIMCO is seeking a CIT Solutions Strategist to join the CIT Strategy Team in Newport Beach. The role focuses on shaping the future of the CIT platform, collaborating with Defined Contribution Solutions, Client Management, Product Strategy, Legal, and Compliance to implement and grow CIT offerings.

The candidate will lead projects, manage timelines, and deliver detailed execution while partnering with trustees to align with client needs.

Qualifications

Bachelor's degree required; MBA, CFA, JD or other advanced designation preferred.
8+ years of experience in asset management, retirement solutions, institutional investments, CITs, mutual funds, or related financial services.
Experience with CITs and Defined Contribution plans; governance and regulatory knowledge is essential.
Strong understanding of CIT structures, governance, and trustee relationships.

Responsibilities

Lead the development and enhancement of CIT products and share classes with product and distribution teams.
Serve as primary liaison with third-party trust companies, ensuring governance and reporting requirements are met.
Monitor regulatory developments and advise on fiduciary implications for CIT changes and investor requests.
Lead cross-functional initiatives with multiple stakeholders and manage project milestones and risks.
Educate stakeholders on CIT structures, investor eligibility, product positioning, fees, reporting and governance.
Drive continuous improvement of CIT processes, controls, and data quality.