Growth Markets SMA Account Manager

LGBT Great; New York, Northern (NY, KY); Hybrid; USD 265,000 - 305,000; Full time

Job summary

PIMCO seeks an experienced Account Manager to expand its Separately Managed Account business and deepen relationships with leading advisory clients in New York. In this highly visible role you will deliver exceptional sales, service and investment support, translate market developments into client commentary, and collaborate with account managers to position municipal and taxable offerings.

Candidates should have 10+ years in asset or wealth management, a finance-related degree, FINRA 7 and 63

Qualifications

• Bachelor's degree in finance, economics, mathematics, or related field.
• 10+ years of experience in asset management or wealth management.
• Strong communicator who can make complex investment concepts clear, relevant and actionable.
• Knowledge of PIMCO's investment platform, processes and culture.
• Goal‑oriented with sound judgment and follow-through on commitments.
• Excellent interpersonal and client-service skills.

Responsibilities

• Stay closely connected to financial markets, the global economic environment, asset allocation, investment vehicles and developments across the financial services industry.
• Build trusted client relationships through substantive interactions by phone, email, screen sharing and in-person meetings, including territory travel, industry conferences and due diligence engagements.
• Translate portfolio analysis and market developments into clear, relevant commentary for clients, prospects and internal partners.
• Partner with PIMCO Account Managers to position, sell and support municipal and taxable investment offerings.
• Advance sales efforts by reviewing trends, analyzing portfolios and developing client-ready reports and insights.
• Develop a strong understanding of each client's business model, priorities and evolving needs to deliver tailored support.
• Provide timely marketing perspective, product information, investment ideas and sales support with confidence and credibility.
• Take ownership of designated client segments, with the autonomy to identify opportunities, shape strategy and drive growth.

Skills

Client relationship management

Market knowledge

Communication skills

Portfolio analysis

Education

Bachelor's degree in finance, economics, mathematics, or related field

Tools

CRM systems

Portfolio reporting tools

Job description

PIMCO seeks an experienced Account Manager to expand its Separately Managed Account business and deepen relationships with leading advisory clients in New York. In this highly visible role you will deliver exceptional sales, service and investment support, translate market developments into client commentary, and collaborate with account managers to position municipal and taxable offerings.

Candidates should have 10+ years in asset or wealth management, a finance-related degree, FINRA 7 and 63