SVP, Defined Contribution Solutions Strategist

PIMCO Ltd. - Pacific Investment Management Company; San Diego (CA); On-site; USD 265,000 - 305,000; Full time

Job summary

PIMCO Ltd. - Pacific Investment Management Company is seeking an experienced Defined Contribution Solutions Strategist to lead development and commercialization of its DC platform.

This role partners with Product Strategy, Portfolio Management, Marketing, and Consultant Relations to shape retirement investment solutions and drive growth. The ideal candidate has deep DC market knowledge, strong presentation skills, and a track record of engaging plan sponsors, consultants, and advisors.

Qualifications

• Minimum of a bachelor's degree required. CFA designation, MBA, or other advanced degree is desirable.
• 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 with developing, managing, positioning and/or commercializing investment solutions and products for the U.S. DC market, including target date funds, retirement income strategies, active fixed income solutions and other core menu offerings.
• Demonstrate a deep understanding of the competitive landscape across the DC product ecosystem, including target date funds, retirement income solutions, capital preservation strategies, fixed income offerings, and broader core menu investments.
• Possess a strong knowledge of the institutional and advisor-led DC landscape including plan sponsor, consultant, advisor, and intermediary dynamics.
• Demonstrate a commercial mindset and strong consultative sales skills with a history of successfully engaging with plan sponsors, advisors, consultants, and other retirement stakeholders.
• Deep knowledge of DC trends, plan design and mechanics (accumulation and decumulation), investment vehicles, capital markets, and economics.
• Strong relationship-building skills and the ability to develop credibility with institutional investors, senior decision-makers, and other key stakeholders.
• Excellent communication and presentation skills, with the ability to articulate complex investment concepts clearly and effectively, both verbally and in writing.
• Proven ability to prioritize opportunities, manage multiple client relationships, and execute against ambitious business objectives.
• Demonstrated commitment to the highest standards of professionalism, ethics, and integrity.
• Demonstrated ability to operate in a fast-paced, highly collaborative environment and work effectively across global and cross-functional teams.
• Self-starter with strong personal accountability, sound judgment, intellectual curiosity, and a results-oriented mindset.
• Embrace innovation and leverage data, technology, and AI-enabled tools to enhance client engagement, improve decision-making, increase operating efficiency, and support business growth.
• Active FINRA Series 7, 63, and 3 licenses required.

Responsibilities

• Manage, enhance and further develop PIMCO's suite of DC investment strategies, including off-the-shelf and personalized target date funds, retirement income solutions, active fixed income strategies, private markets solutions for DC and other participant-oriented solutions.
• Identify demand for new solutions and enhancements to existing offerings; develop positioning, investment narratives and go-to-market strategies that support adoption and growth.
• Work with plan sponsors, consultants, advisors, and other retirement stakeholders to assess DC investment needs and recommend solutions. Deliver DC expertise and communicate PIMCO's perspectives on DC plan design, participant outcomes, and retirement investing.
• Partner with Product Strategy, Portfolio Management, Marketing, Account Management, Corporate Retirement, and Consultant Relations teams to ensure PIMCO's DC product suite is clearly positioned, competitively differentiated and aligned with plan sponsor, consultant and participant needs.
• Serve as a subject matter expert for PIMCO's DC platform, helping position solutions, communicate competitive advantages, and support client retention and growth efforts.
• Collaborate with other PIMCO investment professionals, including Client Relationship Managers and Portfolios Managers.
• Develop client-facing materials, including presentations, white papers, educational content, and other thought leadership publications.
• Collaborate with Marketing on the development of PIMCO's annual DC consulting study and present study findings to clients, consultants and other key DC stakeholders.
• Represent PIMCO at key industry conferences, client events, and forums, serving as an ambassador for the firm's thought leadership and DC solutions while enhancing PIMCO's presence and reputation in the marketplace.
• Participate in ad-hoc research projects related to the retirement markets, industry trends, and emerging opportunities.
• Serve as an internal resource for client-facing and marketing teams on DC, retirement income, and retirement solutions -related topics.
• Provide timely and forward-looking insights both internally and externally on investor demand, competitors and DC market trends.

Skills

DC investment expertise

Client engagement

Financial storytelling

Cross-functional collaboration

Regulatory knowledge

Education

Bachelor's degree

CFA/MBA desirable

Job description

PIMCO Ltd. - Pacific Investment Management Company is seeking an experienced Defined Contribution Solutions Strategist to lead development and commercialization of its DC platform.

This role partners with Product Strategy, Portfolio Management, Marketing, and Consultant Relations to shape retirement investment solutions and drive growth. The ideal candidate has deep DC market knowledge, strong presentation skills, and a track record of engaging plan sponsors, consultants, and advisors.