Account Manager, Strategic Accounts – RIA Aggregators at PIMCO

New York, New York, United States

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Fixed Income, Wealth ManagementIndustries

Experienced Account Manager, preferably with established relationships in the RIA Aggregator space
Ability to develop a deep understanding of client and prospect-specific investment goals
Skill in helping clients navigate complexity and effectively communicating PIMCO’s capabilities
Partnership skills across the firm, including Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, and Operations teams

Drive sales across the full spectrum of PIMCO investment solutions by developing and managing strategic partnerships with RIA Aggregators
Educate prospects and clients on a broad range of investment strategies while building strong relationships
Build and maintain relationships with key contacts at RIA aggregators, including research and diligence professionals, product management teams, business personnel, and operations staff
Engage with PIMCO investment professionals, such as Account Managers in US GWM Strategic Accounts and Private Client Group, Alternatives Specialists, Field and Internal Sales teams, Alternatives Product Strategists, and Portfolio Managers
Collaborate effectively with PIMCO teams across Legal & Compliance, Marketing, and Operations to ensure alignment and support for business initiatives
Advance the distribution of PIMCO’s strategies (Alternatives, SMAs, ETFs, Mutual Funds, and other structures) to RIA Aggregators
Serve as strategic advisors, delivering highly customized investment solutions and services tailored to client needs