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About the Role

This role presents an exciting opportunity to be part of an entrepreneurial team within a rapidly growing segment of Global Wealth Management (GWM), building on the strength of our established ETF franchise and contributing to a strategic growth initiative for the firm. The Account Manager will gain valuable experience working with wirehouse advisors and teams, independent advisors, and registered investment advisors (RIAs), helping to drive growth in a key business area.

Responsibilities

Drive territory performance by maximizing sales with financial advisor clients, consistently exceeding net and gross sales targets on a monthly, quarterly, and annual basis.
Develop and execute a strategic territory business plan aligned with long-term goals and a consultative sales approach.
Identify and cultivate new partnerships to expand PIMCO’s ETF business among wealth managers at broker-dealers, wirehouses, and RIAs.
Design and implement marketing and sales campaigns to deepen engagement with existing partners and clients.
Collaborate with GWM colleagues across sales to champion ETF-focused initiatives and navigate complex client relationships.
Maintain deep expertise in PIMCO’s products, platforms, investment themes, market strategies, and policies.
Represent PIMCO ETFs at industry conferences and client-facing events.
Adhere to all travel, expense reimbursement, and activity reporting requirements in a timely and accurate manner.
Uphold the highest standards of compliance with industry regulations, client firm policies, and PIMCO’s internal guidelines.
Provide timely feedback to PIMCO leadership on product demand, sales trends, and client satisfaction.

Requirements

Bachelor’s degree required; CFA, CPA, or MBA designations are a plus.
Minimum of five (5) years of experience in ETF-related client-facing roles, business development, field sales, or similar functions.
Established relationships with key prospects and clients within the Southwestern U.S. region.
Proven success in territory management with a strong track record of meeting or exceeding sales quotas.
Deep understanding of the ETF ecosystem and its dynamics.
Solid background in financial services, with knowledge of investment trends and advisor practices.
Entrepreneurial mindset with a passion for contributing to the growth of ETF distribution infrastructure.
Excellent verbal and written communication skills for engaging partners, presenting sales materials, and conveying technical product information.
Strong client engagement capabilities, with a history of building lasting relationships and achieving high client satisfaction.
Active Series 7 and 63 licenses required.
Clean U-4 record.
Willingness to travel up to 90% of the time.
Experience working with broker-dealer home office ETF contacts is preferred.
Self-starter with the ability to thrive in a fast-paced, performance-driven environment.

Skills

Relationship Building
Organizational Excellence
Project Management
Strategic Mindset
Analytical Skills
Resourcefulness
Adaptability
Collaboration
Emotional Intelligence
Resilience
Integrity
Continuous Learning
Results Orientation
Self-Motivation
Detail-Oriented
Accountability
Intellectual Curiosity
ETF Sales Expertise
Client Engagement

Location

Southwestern U.S.

Work Type

Full-time

Experience Level

Minimum of five (5) years of experience

Education Level

Bachelor's degree

Salary/Compensations

$205,000.00 - $240,000.00

Benefits

Base salary
Discretionary bonus

About the Company

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 believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Equal Opportunity

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
PIMCO is an Equal Employment Opportunity/Affirmative Action employer.
We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures.
If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message.
This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online.
Only messages left for this purpose will be considered.
A response to your request may take up to two business days.