ETF Sales Account Manager - Southwest Region

PIMCO; Texas; On-site; USD 205,000 - 240,000; Full time

Job summary

PIMCO is seeking an Account Manager for the U.S. Global Wealth Management team to drive ETF sales with financial advisor clients in the Southwestern U.S. region.

The role emphasizes relationship-building, strategic planning, and growth of the ETF franchise within broker-dealers, wirehouses, and RIAs. The ideal candidate has 5+ years in ETF-related client-facing roles, strong knowledge of ETFs, and the ability to travel up to 90%.

Qualifications

• Bachelor’s degree required; CFA, CPA, or MBA designations are a plus.
• Minimum of five (5) years of ETF-related client-facing roles, business development, field sales, or similar functions.
• Established relationships with key prospects and clients within the Southwestern U.S. region.
• Proven success in territory management with a strong track record of meeting or exceeding sales quotas.
• Deep understanding of the ETF ecosystem and its dynamics.

Responsibilities

• Drive territory performance by maximizing sales with financial advisor clients, consistently exceeding targets.
• Develop and execute a strategic territory business plan aligned with long-term goals and a consultative sales approach.
• Identify and cultivate new partnerships to expand PIMCO's ETF business among wealth managers at broker-dealers, wirehouses, and RIAs.
• Design and implement marketing and sales campaigns to deepen engagement with existing partners and clients.
• Collaborate with GWM colleagues across sales to champion ETF-focused initiatives and navigate complex client relationships.
• Maintain deep expertise in PIMCO's products, platforms, investment themes, market strategies, and policies.
• Represent PIMCO ETFs at industry conferences and client-facing events.
• Adhere to all travel, expense reimbursement, and activity reporting requirements in a timely and accurate manner.
• Uphold the highest standards of compliance with industry regulations, client firm policies, and PIMCO’s internal guidelines.
• Provide timely feedback to PIMCO leadership on product demand, sales trends, and client satisfaction.

Skills

Territory management

Sales

Client relationships

Financial services knowledge

Communication skills

Education

Bachelor’s degree

CFA/CPA/MBA designation (plus)

Tools

Series 7 license

Series 63 license

Job description

PIMCO is seeking an Account Manager for the U.S. Global Wealth Management team to drive ETF sales with financial advisor clients in the Southwestern U.S. region.

The role emphasizes relationship-building, strategic planning, and growth of the ETF franchise within broker-dealers, wirehouses, and RIAs. The ideal candidate has 5+ years in ETF-related client-facing roles, strong knowledge of ETFs, and the ability to travel up to 90%.