Growth Markets SMA Account Manager

PIMCO; New York (NY); On-site; USD 265,000 - 305,000; Full time

Benefits offered by this job

Discretionary bonus

Competitive compensation

Job summary

PIMCO seeks an experienced Account Manager to expand its Separately Managed Account (SMA) business and deepen relationships with leading advisory clients. You will combine fixed income market expertise, portfolio insight and relationship management to create meaningful outcomes for clients and the business.

You will stay connected to markets, translate insights into client-ready commentary, and collaborate with Account Managers to position and support investment offerings.

Qualifications

• Bachelor's degree from an accredited four-year institution; concentrations in finance, economics, mathematics, computer science or a related field are valued.
• FINRA Series 7 and 63 licenses required/preferred; CFA/MBA a plus.

Responsibilities

• Stay closely connected to financial markets and client needs, providing portfolio insights and market commentary.
• Build trusted client relationships through high-touch interactions by phone, email, and in-person meetings.
• Translate portfolio analysis and market developments into clear, actionable client communications.

Skills

Strong communication

Relationship management

Client communication

Interpersonal skills

Travel readiness

Education

Bachelor's degree in Finance/Economics/related field

Tools

FINRA Series 7 licenses

FINRA Series 63 license

CFA designation or MBA a plus

Job description

PIMCO seeks an experienced Account Manager to expand its Separately Managed Account (SMA) business and deepen relationships with leading advisory clients. You will combine fixed income market expertise, portfolio insight and relationship management to create meaningful outcomes for clients and the business.

You will stay connected to markets, translate insights into client-ready commentary, and collaborate with Account Managers to position and support investment offerings.