Senior SMA Growth & Advisory Client Manager

PIMCO Europe Ltd.; New York, Northern (NY, KY); Hybrid; USD 265,000 - 305,000; Full time

Job summary

PIMCO Europe Ltd. seeks an experienced Account Manager to expand our SMA business and deepen relationships with leading advisory clients. Stay closely connected to markets and translate portfolio insights into clear commentary for clients and internal partners.

You will travel 25-50% of the time, work with account managers to position investments, and deliver tailored support. A Bachelor's degree and relevant licenses are valued; CFA or MBA a plus.

Qualifications

• Bachelor's degree from a four-year institution; finance/economics/mathematics/CS or related field valued.
• Strong ability to translate complex investment concepts into actionable client guidance.
• Proven interpersonal skills and a client-focused service mindset.

Responsibilities

• Expand SMA business by identifying advisory client opportunities.
• Provide market insights and portfolio commentary to clients and prospects.
• Collaborate with Account Managers to position municipal and taxable investments.
• Develop client-ready reports and bespoke portfolio analyses.
• Travel 25-50% to meet clients and conduct due diligence engagements.

Skills

Client relationships

Communication

Travel readiness

SMA knowledge

Sales & advisory

Education

Bachelor's degree in finance/economics/math/computer science or related

Tools

FINRA Series 7 & 63 licenses

CFA/MBA is a plus

Job description

PIMCO Europe Ltd. seeks an experienced Account Manager to expand our SMA business and deepen relationships with leading advisory clients. Stay closely connected to markets and translate portfolio insights into clear commentary for clients and internal partners.

You will travel 25-50% of the time, work with account managers to position investments, and deliver tailored support. A Bachelor's degree and relevant licenses are valued; CFA or MBA a plus.