Intermediary Account Manager - Growth Markets

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 is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO's success as a global investment solutions provider is driven by the talent, dedication and entrepreneurial spirit of our people.

PIMCO is seeking an experienced Account Manager to help expand our Separately Managed Account (SMA) business and deepen relationships with leading advisory clients.

Mission:

Deliver exceptional sales, service and investment support to PIMCO's largest advisory clients while helping accelerate the growth of our SMA platform. In this highly visible role, you will combine fixed income market expertise, portfolio insight and relationship management to create meaningful outcomes for clients and the business.

What you'll do:

• 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

Position Requirements:

• Bachelor's degree from an accredited four-year institution; concentrations in finance, economics, mathematics, computer science or a related field are valued
• 10+ years of relevant experience in the asset management or wealth management industry
• A compelling communicator who can make complex investment concepts clear, relevant and actionable
• Strong knowledge of PIMCO, or the ability and motivation to quickly learn PIMCO's investment platform, processes and culture
• A goal-oriented mindset, sound judgment and a consistent record of following through on commitments
• Excellent interpersonal skills and a genuine interest in understanding clients, colleagues and their priorities
• A collaborative approach, combined with the initiative and confidence to lead projects independently
• Demonstrated strength in building and sustaining long-term relationships
• Strong verbal and written communication skills
• Intellectual curiosity and a desire to continuously deepen market, product and client knowledge
• Enthusiasm for contributing to a rapidly growing business and helping shape its next phase
• Willingness to travel 25-50% of the time
• FINRA Series 7 and 63 licenses
• CFA designation and/or MBA is a plus
• Experience working with key partners in the SMA ecosystem is preferred

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 265,000.00 - $ 305,000.00

Equal Employment Opportunity and Aff...

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.