Strategic Accounts Lead for RIA Aggregators

PIMCO Europe Ltd.; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

PIMCO Europe Ltd. is hiring an Account Manager for Strategic Accounts in New York, NY. This role involves working with RIA Aggregators, driving sales across PIMCO's investment solutions, and ensuring exceptional client satisfaction. Candidates should have at least 7 years of experience, a bachelor's degree, and preferably a CFA or CAIA designation. Proficiency in client servicing and business development is a must, with strong communication and analytical skills necessary to manage and deepen client relationships.

Qualifications

• Minimum of 7+ years of experience in client servicing.
• Possession of FINRA Series 3, 7, and 63 licenses or willingness to obtain.
• Proven track record in managing strategic accounts and business development.

Responsibilities

• Drive sales across PIMCO’s investment solutions.
• Educate clients on investment strategies while building strong relationships.
• Coordinate resources to provide leading client service and solutions.

Skills

Client servicing

Business development

Strong communication skills

Analytical skills

Relationship management

Education

Bachelor's degree

CFA or CAIA designation

Job description

PIMCO Europe Ltd. is hiring an Account Manager for Strategic Accounts in New York, NY. This role involves working with RIA Aggregators, driving sales across PIMCO's investment solutions, and ensuring exceptional client satisfaction. Candidates should have at least 7 years of experience, a bachelor's degree, and preferably a CFA or CAIA designation. Proficiency in client servicing and business development is a must, with strong communication and analytical skills necessary to manage and deepen client relationships.