Senior DC Strategy & Client Growth Leader

Jobtailor

California (MO)

On-site

USD 150,000 - 190,000

Full time

6 days ago
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Job summary

PIMCO seeks a senior professional to lead defined contribution investment strategies and client relationships in the U.S. market. You will cooperate with Product Strategy, Portfolio Management, Marketing, and Consultant Relations to design, position, and promote DC solutions.

You will engage plan sponsors, consultants, and retirement stakeholders, delivering market insights, and thought leadership while advancing client retention and growth in a fast-paced, collaborative environment.

Qualifications

  • Minimum of a bachelor’s degree required.
  • Minimum 8 years of experience in the institutional DC space within asset management, institutional sales, relationship management, client management, consultant relations, business development, or a related field.
  • Experience developing, managing, positioning and/or commercializing investment solutions and products for the U.S. DC market.
  • Experience with target date funds, retirement income strategies, active fixed income solutions and other core menu offerings.
  • Deep understanding of the competitive landscape across the DC product ecosystem.
  • Strong knowledge of the institutional and advisor-led DC landscape.
  • Strong consultative sales skills and commercial mindset.
  • Deep knowledge of DC trends, plan design and mechanics, investment vehicles, capital markets, and economics.
  • Strong relationship-building skills.
  • Excellent communication and presentation skills.
  • Ability to prioritize opportunities, manage multiple client relationships, and execute against ambitious business objectives.
  • Commitment to professionalism, ethics, and integrity
  • Ability to operate in a fast-paced, highly collaborative environment and work effectively across global and cross-functional teams
  • Self-starter with personal accountability, sound judgment, intellectual curiosity, and results-oriented mindset
  • Ability to leverage data, technology, and AI-enabled tools

Responsibilities

  • Develop investment solutions and go-to-market strategies for DC products.
  • Collaborate with Product Strategy, Portfolio Management, Marketing, Account Management, and Consultant Relations teams.
  • Engage with plan sponsors, consultants, advisors, and retirement stakeholders to assess investment needs and recommend solutions.
  • Deliver DC expertise and communicate perspectives on plan design, participant outcomes, and retirement investing.
  • Represent PIMCO at industry conferences, client events, and forums.
  • Develop client-facing presentations, white papers, educational content, and thought leadership publications.
  • Collaborate on DC consulting study and present findings.
  • Provide internal support on DC, retirement income, and retirement solutions topics.
  • Provide forward-looking insights on investor demand, competitors, and DC market trends.

Skills

Defined Contribution
Client Relationship Management
Consultative Sales
Investment Solutions
Data Analytics
AI Tools
Data Analytics Tools

Education

Bachelor's degree
MBA or advanced degree

Tools

FINRA Series 7
FINRA Series 63
FINRA Series 3
CFA

Job description

PIMCO seeks a senior professional to lead defined contribution investment strategies and client relationships in the U.S. market. You will cooperate with Product Strategy, Portfolio Management, Marketing, and Consultant Relations to design, position, and promote DC solutions.

You will engage plan sponsors, consultants, and retirement stakeholders, delivering market insights, and thought leadership while advancing client retention and growth in a fast-paced, collaborative environment.

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