SVP, Forward Deployed Strategist - Transformation & Strategic Change

PIMCO; Newport Beach (CA); On-site; USD 250,000 - 305,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

PIMCO is seeking an experienced Transformation and Strategic Change leader to drive enterprise-wide transformation using AI-enabled solutions. You will partner with Portfolio Management, Legal & Compliance, HR, and Operations to map workflows, test solutions, and deploy scalable change across the firm.

The role requires a Minimum of 10+ years in investment management, a strong track record of leading technology-driven change, and proven ability to influence senior stakeholders across business

Qualifications

• 10+ years of Investment Management industry experience.
• Proven track record leading tech-enabled change in large organizations.
• Proven success influencing senior stakeholders and aligning cross‑functional leaders.
• Hands-on experience redesigning target operating models across functions.
• Ability to quantify business value and ROI enhancements.

Responsibilities

• Lead and manage multiple transformation projects leveraging AI with broad impact.
• Map business/investment workflows and value-creation processes firm-wide.
• Apply diagnostic frameworks to identify transformation opportunities.
• Support IP leverage and scale solutions across transformation domains.
• Collaborate with leaders to ensure scalable, effective solutions.
• Grow transformation capabilities through embedded partnerships.
• Mentor junior Forward Deployed Engineers and Strategists.

Skills

Change management

Stakeholder mgmt

Exec communications

Process redesign

ROI modeling

AI/ML interest

Collaboration

Self-starter

Data science

Finance theory

Education

MBA or MS in Finance/CS/Data Science

Bachelor's in Finance/Economics/CS

MS in Finance/CS/Data Science

Job description

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Role Overview

Transformation and Strategic Change is a team of forward-deployed Strategists and Quantitative Research Analysts that focus primarily on driving enterprise-wide transformation and delivering systematic change across people, process, and technology, including AI. The group collaborates with multiple parts of the firm, including Portfolio Management, Legal and Compliance, Client Management, Human Resources, and Operations.

Our team operates on three strategic drivers: first, we map and enhance systems and workflows with AIenabled solutions. Second, we work directly with business leaders to test and optimize the transformation solutions developed and thirdly, we partner with business technology teams to deploy these solutions across PIMCO.

Responsibilities

• Lead and manage multiple transformational projects that leverage AI and have broad impact across the firm
• Map business and investment workflows and value-creation processes across all areas of the firm
• Apply structured diagnostic and prioritization frameworks to evaluate processes, identify transformation opportunities, and select high‑value use cases
• Support IP leverage and scale-out of solutions across multiple transformation domains (e.g., legal, tax, onboarding, investment support)
• Collaborate with business leaders firm-wide to ensure the solutions are scalable, effective, and deliverable within PIMCO's ecosystem
• Grow the team's transformation capabilities through embedded partnerships with business units
• Mentor junior Forward Deployed Engineers and Strategists in the team

Requirements

• 10+ years of Investment Management industry experience
• Proven track record of leading technology-enabled change in large organizations
• Proven success influencing senior stakeholders and aligning cross‑functional leaders around trade‑offs, operating‑model changes, and funding decisions
• Strong judgment on build/buy/partner decisions and the ability to negotiate scope, SLAs, and success criteria with internal and external partners
• Hands‑on experience redesigning target operating models across different functions
• Strong capability to quantify business value-productivity gains, efficiency improvements, cost savings, or client‑experience enhancements-to support ROI modeling
• Experience orchestrating solutions that combine information extraction, workflow automation, decision engines, and insight generation into end‑to‑end business processes
• Exceptional executive communication-briefs complex topics crisply, frames decisions and risks, and writes clear, decision‑ready materials
• Ethical, intellectually curious, collaborative, organized, flexible, high energy, self-starter, accountable, humble
• Formal training and strong interest in some of the following areas: artificial intelligence, data science, machine learning, finance theory
• MBA or relevant master's (e.g., MS in Finance/CS/Data Science) preferred
• Bachelor's degree in Finance, Economics, Computer Science or other technical field

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Salary Range: $ 250,000.00 - $ 305,000.00

Equal Employment Opportunity and Affiantive Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in acc