Model Portfolio Growth & Strategy Lead

CFA Institute; New York (NY); On-site; USD 265,000 - 360,000; Full time

Job summary

PIMCO is seeking an experienced Model Sales and Strategy Lead to define, own, and execute the U.S. Model Portfolio distribution strategy for U.S. Wealth Management.

You will partner with Sales, specialists, PM, Client Solutions & Analytics, Marketing, Legal/Compliance and Technology to drive asset growth and platform adoption. Lead the build-out of the Model Portfolio platform, manage partnerships, and influence product messaging and prioritization to enable scalable growth and disciplined

Qualifications

• 10+ years of experience in model portfolios, multi-asset solutions, or intermediary distribution.
• Deep understanding of the U.S. wealth business (UMA/SMAs, TAMPs, home-office platforms).
• Proven success growing business through enterprise partnerships and cross-functional execution.
• Strong investment acumen with ability to discuss construction, risk and performance with PMs.
• Proven leadership across a matrixed organization and ability to influence.
• Excellent executive communication skills (written, verbal, presentation).
• Bachelor's degree required; MBA and/or CFA preferred.
• Knowledge of fixed income, multi-sector credit, and income-oriented portfolio construction; ETF/mutual fund familiarity.
• Ability to partner with Legal/Compliance on marketing and disclosures.

Responsibilities

• Define and execute the US GWM Model Portfolio strategy, including roadmap, lineup, positioning and GTM priorities.
• Own platform distribution strategy across wirehouse, independent BD, RIA, banks and aggregators; drive enterprise partnerships.
• Build scalable coverage models with distribution teams (Sales and Specialists).
• Partner with Portfolio Management and Client Solutions Analytics on model construction and design.
• Lead strategic partnerships and negotiate terms with internal stakeholders.
• Collaborate with Marketing to shape distribution strategy and advisor materials.
• Design and deliver business reporting (AUM, flows, adoption, profitability) and translate data into actionable insights.
• Support model solutions with platforms, advisors, and industry partners.

Skills

Model Portfolios

Enterprise Partnerships

Executive Communication

Leadership

Strategic Planning

Education

Bachelor's degree

MBA or CFA preferred

Job description

PIMCO is seeking an experienced Model Sales and Strategy Lead to define, own, and execute the U.S. Model Portfolio distribution strategy for U.S. Wealth Management.

You will partner with Sales, specialists, PM, Client Solutions & Analytics, Marketing, Legal/Compliance and Technology to drive asset growth and platform adoption. Lead the build-out of the Model Portfolio platform, manage partnerships, and influence product messaging and prioritization to enable scalable growth and disciplined