Excel at building relationships, paying attention to details, and have a passion for financial markets and client service
Foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style
Possess high emotional intelligence, adaptability, and resilience
Demonstrate exceptional organizational and project management skills to manage multiple initiatives simultaneously
Demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards
Exhibit intellectual curiosity fueling dedication to professional development and staying informed about emerging trends
Approach complex issues with a critical and empathetic mindset, finding creative solutions
Be detail-oriented, self-motivated, and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication
Thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity
Navigate unstructured processes and manage multiple demanding responsibilities with ease
Embody PIMCO’s CORE values of Collaboration, Openness, Responsibility, and Excellence
Responsibilities
Work closely with Account Managers (AM) to support the development and maintenance of strong client relationships with financial advisors from largest and most sophisticated Registered Investment Advisor (RIA) firms
In partnership with the AM, enhance the sales process, relationship management, and servicing of RIAs within a defined geographic territory, covering the full suite of PIMCO products
Provide market insights, product information, and sales support to empower the AM to achieve sales targets and foster client engagement
Actively participate in department meetings, collaborate with colleagues across various PIMCO functions, and engage in working groups
Contribute innovative ideas and commitment to continuous learning and mentoring to enhance the team’s overall effectiveness and support collective goals