Vice President, Account Manager – Alternatives

LGBT Great; New York (NY); On-site; USD 205,000 - 240,000; Full time

Job summary

An established industry player seeks a dynamic Vice President, Account Manager to drive growth in the US wealth alternatives business. This role involves engaging with senior leadership, collaborating with internal teams, and addressing client inquiries regarding alternative investment products. The ideal candidate will possess strong relationship-building skills, exceptional communication abilities, and a proven track record in client service. Join a forward-thinking company that values diversity and offers a collaborative environment where your contributions can make a significant impact on innovative financial solutions.

Qualifications

• 5+ years in alternatives, credit, or real estate markets required.
• CFA, CAIA, or MBA preferred, with strong client service focus.

Responsibilities

• Develop knowledge of PIMCO’s alternative products for client inquiries.
• Strengthen relationships with RIA aggregators and broker-dealers.
• Utilize advanced tools for data analysis and project execution.

Skills

Client Engagement

Relationship Building

Communication Skills

Organizational Skills

Analytical Skills

Project Management

Education

Bachelor's Degree

CFA or CAIA

MBA

Tools

Excel

CRM Systems

PowerPoint

External Databases

Job description

Vice President, Account Manager – Alternatives

at PIMCO

On-site New York, New York, United States Full-time Posted 8 days ago

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 are seeking a dynamic Vice President, Account Manager – Alternatives to support the significant growth of our US wealth alternatives business. In this role, you will be the go-to contact for several of our platform partners, covering home office research teams and originations professionals. You will also collaborate with various internal teams to execute on our business initiatives, including new product launches and seamless platform onboardings. As the subject matter expert, your ability to engage confidently with senior leadership across partner firms and internal departments—such as US Global Wealth Management (GWM) client-facing teams, Portfolio Management, Product Strategy, Legal, Operations, and offshore client-facing teams—will be crucial to your success.

Responsibilities

The key responsibilities include, but are not limited to:

1. Develop in-depth knowledge of PIMCO’s alternative products to effectively address inquiries from clients and prospects.
2. Cultivate and strengthen relationships to support business development efforts, particularly with RIA aggregators, independent broker-dealers, and regional banks.
3. Exhibit a strong dedication to client service by responding promptly and urgently to requests from both internal and external stakeholders.
4. Build strong relationships with internal teams, including the Product Strategy Group, Alternatives Finance, Relationship Managers, and Legal & Compliance, to facilitate information sharing and timely responses to inquiries.
5. Utilize advanced tools such as Excel (including spreadsheets and macros), CRM systems, and external databases effectively for various special projects.
6. Analyze and present data in a compelling manner using Excel and PowerPoint.
7. Maintain and strengthen relationships with key vendors, including iCapital, CAIS, and +Subscribe.
8. Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements.
9. Maintain a high level of precision in all tasks while meeting tight deadlines.

Qualifications

Minimum of a bachelor’s degree required; CFA or CAIA, and/or an MBA are a plus. Minimum of 5 years of professional experience in the alternatives, credit, or real estate markets required. Ideal candidates will demonstrate a robust interest and knowledge of alternative investment structures and strategies. Established relationships and knowledge of platform partners is a plus. Possession of FINRA Series 7, 3, and 63 licenses or must obtain within three (3) months of employment commencement. Experience working with iCapital and CAIS is highly desirable. Outstanding verbal and written communication skills to engage key partners, present sales materials, and convey technical product information. Demonstrated exceptional client engagement skills and an entrepreneurial mindset, consistently achieving high levels of client satisfaction while building and deepening strong, lasting relationships through a strong commitment to client service and excellence.

Professional Skills Requirements

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

1. Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders.
2. Exceptional verbal and written communication skills, emphasizing effective engagement with diverse audiences.
3. Exceptional Organizational Skills and Resourcefulness: Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities.
4. Adaptability and Collaboration: Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity.
5. Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust.
6. Results-Driven: Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Salary Range: $205,000.00 - $240,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender, age, military or veteran status, disability, or any factor prohibited by law. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures.