CIT Strategy Lead — Retirement Solutions

PIMCO Europe Ltd.; Newport Beach (CA); On-site; USD 146,000 - 168,000; Full time

Job summary

PIMCO in Newport Beach, CA is seeking a CIT Solutions Strategist to lead the design and rollout of CIT products and governance frameworks. You will coordinate with product, legal, operations, and trustees to implement solutions, support client needs, and drive scalable improvements in a small, high-impact team.

The role emphasizes strategic execution, hands-on project leadership, and strong collaboration with trustee partners. A senior, finance-focused background is essential.

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.
• Demonstrated experience working with CITs, Defined Contribution plans, or institutional investment products.
• Strong understanding of CIT structures and governance, including trustee and custodial relationships.
• Deep knowledge of the Defined Contribution and retirement plan markets, including ERISA and retirement industry regulations.

Responsibilities

• Lead the implementation and enhancement of CIT products and share classes, partnering with product and distribution teams.
• Serve as a primary liaison with third-party trust companies, understanding governance, reporting, and fiduciary duties.
• Support regulatory adherence, evaluate governance implications of product changes, and monitor developments.
• Drive cross-functional initiatives, develop project plans, milestones, and risk mitigation.
• Provide accurate analyses and communications to internal and external stakeholders.
• Improve processes and controls across the CIT platform, including data quality and AI-enabled insights.

Skills

Strategic thinking

Project management

AI-enabled tools

Stakeholder management

Communication

Education

Bachelor's degree

MBA

CFA

JD

Job description

PIMCO in Newport Beach, CA is seeking a CIT Solutions Strategist to lead the design and rollout of CIT products and governance frameworks. You will coordinate with product, legal, operations, and trustees to implement solutions, support client needs, and drive scalable improvements in a small, high-impact team.

The role emphasizes strategic execution, hands-on project leadership, and strong collaboration with trustee partners. A senior, finance-focused background is essential.