Account Manager, Field Sales (North TX Area)

Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Financial ServicesIndustries

Requirements

Candidates must possess a minimum of a Bachelor's Degree, with CIMA, CAIA, CFA designations, and/or an MBA being advantageous. A minimum of five years of experience in external sales, preferably within the financial services industry, is required. A thorough understanding of PIMCO's products and services, along with an advanced understanding of the financial advisory business, is essential. Superior consultative sales and relationship-building skills are necessary.

Responsibilities

The Account Manager will generate sales and cultivate relationships within a defined geographic territory, managing all aspects of client relationships and driving sales across intermediary-driven channels. This includes maximizing territory performance to achieve sales targets, collaborating on strategic territory business plans, and maintaining comprehensive knowledge of PIMCO's offerings. Responsibilities also involve ensuring compliance with industry standards and PIMCO policies, creating optimized travel schedules for client engagement, and building productive relationships with internal specialists and external key contacts. The role includes providing feedback to management on market trends and client satisfaction, representing PIMCO at industry events, and pursuing professional development opportunities.