Strategic Accounts Leader - Wealth Management & RIAs

PIMCO Ltd. - Pacific Investment Management Company; New York (NY); On-site; USD 265,000 - 305,000; Full time

Job summary

PIMCO Ltd. - Pacific Investment Management Company in New York seeks an Account Manager for its U.S. Global Wealth Management Strategic Accounts group.

The role focuses on expanding distribution to RIA Aggregators, delivering tailored investment solutions, and coordinating cross-functional resources to support large intermediary clients. Qualified candidates will bring 7+ years of client servicing and established RIA relationships, strong communication skills, and FINRA licenses (3/7/63) or

Qualifications

• Bachelor's degree required; CFA/CAIA preferred.
• 7+ years of client servicing, strategic/key accounts, and/or business development.
• Established relationships with RIA aggregators.
• FINRA Series 3, 7, and 63 licenses or willingness to obtain within 3 months.

Responsibilities

• Drive sales across PIMCO investment solutions with RIA Aggregators.
• Educate prospects and clients on diverse investment strategies.
• Develop deep understanding of client needs and organizational structures.
• Coordinate and lead firm resources to provide best-in-class service and content.
• Oversee account associates' activities including attribution analysis and reports.
• Maintain comprehensive knowledge of PIMCO products, platforms, and policies.
• Clearly communicate market outlook and portfolio strategy to clients.

Skills

Relationship building

Strategic partnerships

Client servicing

Communication skills

Sales orientation

Analytical thinking

Education

Bachelor's degree

CFA or CAIA preferred

Tools

FINRA Series 3/7/63 licenses

Job description

PIMCO Ltd. - Pacific Investment Management Company in New York seeks an Account Manager for its U.S. Global Wealth Management Strategic Accounts group.

The role focuses on expanding distribution to RIA Aggregators, delivering tailored investment solutions, and coordinating cross-functional resources to support large intermediary clients. Qualified candidates will bring 7+ years of client servicing and established RIA relationships, strong communication skills, and FINRA licenses (3/7/63) or