Strategic Sales Support Associate — Wealth Management

PIMCO; Austin (TX); Vor Ort; USD 94.000 - 102.000; Vollzeit

Zusammenfassung

PIMCO, a global leader in fixed income, is seeking an Account Associate (AA), Internal Sales, to join the U.S. Global Wealth Management team in Austin, TX.

The AA will support a field-based Account Manager, help manage relationships with financial advisors, and contribute to the sales process with market insights and product information. You will assist in client interactions, analyze market data, and collaborate across PIMCO functions to drive outcomes and client engagement.

Qualifikationen

• Minimum of a Bachelor’s Degree.
• Launched FINRA Series 7 and 63 licenses within 3 months of start date or already licensed.
• 2–3 years of professional experience in financial services, preferably sales or client-facing roles.
• Strong written, verbal and interpersonal communication skills.

Aufgaben

• Market research and insights to support the territory's sales efforts.
• Client engagement support via phone, email, and meetings.
• Understand client needs to tailor the sales approach.
• Provide sales support and product information to the Account Manager.
• Territory activity management and business plan execution.
• Pursue professional development and collaborate across teams.
• Leverage data and AI tools to improve reporting and workflows.
• Represent PIMCO at conferences and training events.

Kenntnisse

Relationship building

Collaborative

Emotional intelligence

Organized & efficient

Trustworthy

Curious & driven

Problem solving

Self-motivated

Adaptable

Versatile

Ausbildung

Bachelor's degree

Jobbeschreibung

PIMCO, a global leader in fixed income, is seeking an Account Associate (AA), Internal Sales, to join the U.S. Global Wealth Management team in Austin, TX.

The AA will support a field-based Account Manager, help manage relationships with financial advisors, and contribute to the sales process with market insights and product information. You will assist in client interactions, analyze market data, and collaborate across PIMCO functions to drive outcomes and client engagement.