Remote Account Manager - Alternatives Investments (West)

PIMCO Europe Ltd.; Newport Beach (CA); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible work arrangements

Professional development opportunities

Job summary

A global financial services leader is seeking an experienced Alternatives Investment Specialist for its Newport Beach office. This role focuses on scaling the firm's alternatives distribution strategy and involves close collaboration with sales teams to enhance advisor engagement. Candidates should have a strong financial services background with at least 10 years of experience and possess deep knowledge of alternative investments and wealth management processes. The position requires advanced communication skills and significant travel may be necessary.

Qualifications

• Minimum 10 years of experience in financial services in an alternatives-focused role.
• Strong understanding of how advisors evaluate alternative investments.
• Possession of Series 7, 3, and 63 licenses or ability to obtain them.

Responsibilities

• Support territory alignment with Field and PCG coverage.
• Serve as a subject matter expert on alternative investment strategies.
• Build strong partnerships with internal teams and stakeholders.

Skills

Deep alternatives expertise

Strong communication skills

Client engagement capabilities

Project management skills

Sales experience

Education

Bachelor's degree in Business, Finance, or Economics

CFA, CAIA, or MBA designations

Job description

A global financial services leader is seeking an experienced Alternatives Investment Specialist for its Newport Beach office. This role focuses on scaling the firm's alternatives distribution strategy and involves close collaboration with sales teams to enhance advisor engagement. Candidates should have a strong financial services background with at least 10 years of experience and possess deep knowledge of alternative investments and wealth management processes. The position requires advanced communication skills and significant travel may be necessary.