Account Manager, Private Client Group (PCG) (Upper Midwest)

PIMCO Sales Professional

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.

Position Description

We are seeking to hire an experienced sales professional to join the firm's Private Client Group (PCG), within the U.S. Global Wealth Management (GWM) business, to cover the Upper Midwest Region. Our US GWM team is comprised of client-facing professionals responsible for contributing to the firm's success with financial advisors and financial intermediaries. We represent PIMCO to our clients and prospective clients, delivering investment solutions that leverage PIMCO's position as a premier fixed income investment manager. PCG focuses on fostering, growing, and strengthening relationships with sophisticated financial advisors, registered investment advisors (RIAs), multi-family offices, bank trusts, and regional centers of influence by delivering the firm's full breadth of thought leadership and investment solutions.

A key responsibility of this role be to advance the distribution of the firm's strategies to PCG clients by developing a deep understanding of client/prospect-specific investment goals, facilitating their ability to navigate complexity, and effectively communicating PIMCO's capabilities. Strategies include Alternatives, Separately Managed Accounts (SMAs), Exchange-Traded Funds (ETFs), Mutual Funds, and other structures.

Location

Austin, TX (preferably), Wisconsin, Illinois, Michigan, Missouri, Indiana, Iowa, or Ohio

Responsibilities

• Articulate PIMCO's macro views on world markets to large RIAs and multi-family offices while adopting a client-centric mindset approach to sell PIMCO's suite of solutions to this high-value audience.
• Maintain comprehensive knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies.
• Provide thought leadership in identifying new business opportunities and supporting strategic initiatives to enhance the firm's presence in wealth management, particularly among RIAs and multi-family offices.
• Collaborate with other professionals and specialists at the firm (SMAs, ETFs, PM, and business leadership) to further PIMCO's and GWM's goal, showcasing the full breadth and depth of PIMCO's capabilities to this sophisticated client group.
• Cultivate and strengthen relationships to support business development efforts.
• Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to legislative and regulatory requirements.
• Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction as appropriate.

Qualifications

• Bachelor's degree required. A CFA or MBA is desirable.
• Minimum of 5 years of experience in sales or business development within asset management or wealth management.
• Established relationships in the Upper Midwest Region are desirable.
• Proven ability to develop, monetize, and maintain strong relationships with sophisticated buyers.
• Successful track record of managing relationships with financial advisors, RIAs, multi-family offices, and other financial intermediaries, including experience in selling complex solutions to these clients or other sophisticated investors. Institutional, single-family office, or distributor/platform experience will also be considered.
• Possession of FINRA Series 7, 3, and 63 licenses and other applicable licenses (or ability to obtain within three (3) months of employment).
• Strong understanding of fixed income investment strategies, including alternatives such as commercial real estate and public/private credit, SMAs, ETFs, and Mutual Funds.
• Excellent knowledge of alternative sales processes, investment strategies, and portfolio management.
• Exceptional verbal communication and presentation skills to engage key partners, present sales materials, and convey technical product information and complex investment concepts effectively.
• Demonstrated exceptional client engagement skills and an entrepreneurial mindset, consistently achieving high levels of client satisfaction while building strong, lasting relationships.
• Strong analytical skills to assess client needs and tailor investment solutions accordingly.
• Willingness to travel extensively throughout the United States.

Professional Skills Requirements

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• Proven ability to establish and nurture strong relationships with clients and stakeholders. You possess exceptional verbal and written communication skills, enabling effective engagement with diverse audiences. Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment. Relationship building is a key part of your life, and you have excellent people skills, always ready to engage and discuss relevant topics.
• Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Your strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully. You think strategically, navigate ambiguity, and proactively advance projects and initiatives. You are extremely detail-oriented and ready to run with projects independently.
• Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity. You build positive relationships and collaborate effectively across diverse teams. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully. You are friendly and genuinely enjoy working in a collaborative team environment.
• Your actions reflect high ethical standards and integrity, earning you credibility and trust. You are intellectually curious and committed to professional development, staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence. You are passionate about financial markets and investments, including ETFs.
• Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry. You are always looking for a good challenge, big or small, and are a firm believer that with enough time and resources, you can achieve any goal.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.Salary Range: $ 205,000.00 - $ 240,000.00

Equal Employment Opportunity and Affirmative Action Statement

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.

Applicants with Disabilities

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 View phone number on click.appcast.io 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.