Account Associate – US GWM Growth Markets (Sales)

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 an Account Associate to support the Growth Markets Account Managers in business development and investor relations for PIMCO’s Growth Markets investment products: ETFs, Model Portfolios, and SMAs for the US Private Wealth marketplace. In this role, you will be a key resource both internally and externally, generating outgoing sales activity and addressing inquiries related to these products from GWM clients from home office research teams and business professionals.

Your responsibilities will include supporting our Growth Markets Account Managers, acting as the subject matter expert for our US Global Wealth Management (GWM) Account Managers and Account Associates. You will collaborate closely in servicing existing advisors, educating advisors, and supporting new business initiatives. A crucial success factor for this role is the ability to confidently interact with senior leadership across various departments including GWM, Portfolio Management and Product Strategy. Legal, Operations, and offshore client-facing teams.

Additional responsibilities encompass preparing for meetings, managing CRM queries, maintaining pipeline and business reports, and undertaking special projects to support our Growth Markets businesses broadly.

Responsibilities

The key responsibilities include, but are not limited to:

• Stay Informed and Passionate: Maintain a strong passion for and stay updated on financial markets, the global economic environment, asset allocation, investment vehicles, and the broader financial services industry.
• Support Key Stakeholders: Assist in advancing the priorities of our Growth Markets Account Managers.
• Deliver Timely Support: Offer timely assistance to Account Managers through competitive analysis, client reports, marketing collateral, and follow-up with advisors and clients.
• Engage with Internal Teams: Partner with and support AM internal teams by actively participating in meetings, representing the Growth Markets team, and delivering timely updates, education, and content. Keep the team informed about AM focus goals and internal initiatives.
• Manage Sales Data Reports: Oversee the management of ETF/ Model Portfolios / SMA sales analytics, such as running monthly leads lists for PCG/Field Sales, prospective sales campaigns, and collaborate with internal database teams to streamline processes.
• Produce Internal Communications: Assist the team in creating and distributing internal communications.
• Coordinate Training Programs: Help organize AM/AA training sessions and preparation of presentation materials.
• Contribute to Team Success: Actively participate in department meetings, engage with colleagues across various PIMCO functions, lead and participate in working groups, share innovative ideas, and fully utilize continuous mentoring and training opportunities.
• Career Development: Develop a long-term career with PIMCO, with opportunities to serve clients and the firm in diverse capacities over time.

Role Requirements

• A minimum of a bachelor’s degree is required, with concentrations in finance, economics, mathematics, computer science, or other related fields
• Possession of FINRA SIE, Series 7, and 63 licenses and demonstrated commitment to professional standards and regulatory compliance.
• Minimum 1-2 years of professional experience in the asset or wealth management industry, in an internal sales or business development function
• Proficient in analyzing sales data and market trends to inform decision-making and experience with CRM systems for sales performance management.
• Excellent verbal and written communication skills, with the ability to present ideas clearly to diverse audiences.
• Entrepreneurial mindset with a commitment to client service and relationship development.
• Strong analytical and problem-solving skills with a results-oriented mindset.

Professional Skills Requirements

• 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.
• 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.

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 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.