West Region: Alternatives Specialist & Account Manager

PIMCO Ltd. - Pacific Investment Management Company; Newport Beach (CA); On-site; USD 205,000 - 240,000; Full time

Job summary

A leading investment management firm in Newport Beach seeks an experienced Account Manager, Alternatives Investment Specialist. This role involves collaborating with Field Sales and Private Client Group to implement PIMCO's alternatives distribution strategy. Candidates should have at least 10 years of financial services experience, expertise in alternatives, and strong communication skills. The position offers a salary range of $205,000.00 – $240,000.00, reflecting the experience of the individual.

Qualifications

• Minimum 10 years of experience in financial services in an alternatives-focused role.
• Strong understanding of how advisors evaluate alternative investments.
• Possession of Series 7, 3, and 63 licenses, or ability to obtain within 90 days.

Responsibilities

• Support a territory aligned with Field and PCG coverage.
• Serve as a subject matter expert on alternative investment strategies.
• Develop and maintain understanding of PIMCO's alternative products.

Skills

Sales experience

Deep alternatives expertise

Excellent communication

Client engagement

Education

Bachelor's degree in Business, Finance, or Economics

CFA, CAIA, or MBA designations

Job description

A leading investment management firm in Newport Beach seeks an experienced Account Manager, Alternatives Investment Specialist. This role involves collaborating with Field Sales and Private Client Group to implement PIMCO's alternatives distribution strategy. Candidates should have at least 10 years of financial services experience, expertise in alternatives, and strong communication skills. The position offers a salary range of $205,000.00 – $240,000.00, reflecting the experience of the individual.