Senior Alternatives Platform Account Manager

PIMCO; New York (NY); On-site; USD 205,000 - 240,000; Full time

Job summary

PIMCO seeks an experienced Alternatives Account Manager to drive growth across U.S. Global Wealth Management platforms.

You will deepen relationships with wirehouses and private banks, shape go-to-market strategies, and coordinate onboarding of new alternative investment products. The role requires deep knowledge of the wealth-management ecosystem and collaboration with Legal, Compliance, Portfolio Management, and Sales teams to execute strategic initiatives while delivering superior client

Qualifications

• Minimum of a bachelor’s degree required; CFA or CAIA, and/or an MBA are a plus.
• Minimum of 8 years of professional experience in the alternatives, credit, or real estate markets required.
• Existing relationships with wirehouses, private banks, and other platform partners are a plus.
• Possession of FINRA Series 7 and 63 licenses or willingness to obtain within three (3) months.
• Demonstrated ability to drive results through close collaboration with Account Managers, Portfolio Managers, Product Strategists, and other internal stakeholders.
• Outstanding verbal and written communication skills, with the ability to engage key partners and clearly articulate PIMCO’s capabilities, investment strategies, and technical product information.
• Strong analytical skills, with the ability to blend quantitative and qualitative insights to understand client needs and deliver effective solutions.

Responsibilities

• Drive growth across key platform partners by identifying opportunities to expand product adoption, deepen strategic relationships, and increase alternatives distribution.
• Develop in-depth knowledge of PIMCO’s alternative products to effectively address inquiries from clients and prospects.
• Cultivate and strengthen relationships across key intermediary partners, including wirehouses and private banks, to support business development and alternatives distribution efforts.
• Demonstrate a strong commitment to client service, addressing requests with urgency while maintaining a high standard of quality and attention to detail. Partner closely with Product Strategy Group, Alternatives Finance, Relationship Managers, and Legal & Compliance, to facilitate information sharing and timely responses to client inquiries.
• Maintain deep knowledge of the wealth management channel, including key industry participants, platform structures, decision-making processes, market trends, and competitive dynamics. Attend industry conferences and events as appropriate.
• Utilize advanced tools such as Cowork, Copilot, Excel (including spreadsheets and macros), CRM systems, and external databases to support business management, reporting, and strategic initiatives.
• Analyze and present data in a compelling manner using Excel and PowerPoint.
• Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements.
• Manage multiple priorities with attention to detail in a fast-paced, deadline-driven environment.

Skills

Relationship management

Verbal and written communication

Strategic thinking

Project management

Negotiation

Education

Bachelor's degree

CFA or CAIA or MBA (advantage)

Tools

Cowork

Copilot

Excel

PowerPoint

CRM systems

Job description

PIMCO seeks an experienced Alternatives Account Manager to drive growth across U.S. Global Wealth Management platforms.

You will deepen relationships with wirehouses and private banks, shape go-to-market strategies, and coordinate onboarding of new alternative investment products. The role requires deep knowledge of the wealth-management ecosystem and collaboration with Legal, Compliance, Portfolio Management, and Sales teams to execute strategic initiatives while delivering superior client