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.
PIMCO's success as a global investment solutions provider is driven by the talent, dedication and entrepreneurial spirit of our people.
PIMCO is seeking an experienced Account Manager to help expand our Separately Managed Account (SMA) business and deepen relationships with leading advisory clients.
Mission:
Deliver exceptional sales, service and investment support to PIMCO's largest advisory clients while helping accelerate the growth of our SMA platform. In this highly visible role, you will combine fixed income market expertise, portfolio insight and relationship management to create meaningful outcomes for clients and the business.
What you'll do:
- Stay closely connected to financial markets, the global economic environment, asset allocation, investment vehicles and developments across the financial services industry
- Build trusted client relationships through substantive interactions by phone, email, screen sharing and in-person meetings, including territory travel, industry conferences and due diligence engagements
- Translate portfolio analysis and market developments into clear, relevant commentary for clients, prospects and internal partners
- Partner with PIMCO Account Managers to position, sell and support municipal and taxable investment offerings
- Advance sales efforts by reviewing trends, analyzing portfolios and developing client-ready reports and insights
- Develop a strong understanding of each client's business model, priorities and evolving needs to deliver tailored support
- Provide timely marketing perspective, product information, investment ideas and sales support with confidence and credibility
- Take ownership of designated client segments, with the autonomy to identify opportunities, shape strategy and drive growth
Position Requirements:
- Bachelor's degree from an accredited four-year institution; concentrations in finance, economics, mathematics, computer science or a related field are valued
- 10+ years of relevant experience in the asset management or wealth management industry
- A compelling communicator who can make complex investment concepts clear, relevant and actionable
- Strong knowledge of PIMCO, or the ability and motivation to quickly learn PIMCO's investment platform, processes and culture
- A goal-oriented mindset, sound judgment and a consistent record of following through on commitments
- Excellent interpersonal skills and a genuine interest in understanding clients, colleagues and their priorities
- A collaborative approach, combined with the initiative and confidence to lead projects independently
- Demonstrated strength in building and sustaining long-term relationships
- Strong verbal and written communication skills
- Intellectual curiosity and a desire to continuously deepen market, product and client knowledge
- Enthusiasm for contributing to a rapidly growing business and helping shape its next phase
- Willingness to travel 25-50% of the time
- FINRA Series 7 and 63 licenses
- CFA designation and/or MBA is a plus
- Experience working with key partners in the SMA ecosystem is preferred
Salary Range: $ 265,000.00 - $ 305,000.00
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 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.
Skills Required
- Bachelor’s degree from an accredited four-year institution
- 10+ years of relevant experience in the asset management or wealth management industry
- Ability to communicate complex investment concepts clearly, relevantly, and actionably
- Strong knowledge of PIMCO or ability and motivation to quickly learn its investment platform, processes, and culture
- Goal-oriented mindset, sound judgment, and consistent follow-through
- Excellent interpersonal skills and genuine interest in understanding client and colleague priorities
- Collaborative approach with initiative and confidence to lead projects independently
- Demonstrated ability to build and sustain long-term relationships
- Strong verbal and written communication skills
- Intellectual curiosity and desire to deepen market, product, and client knowledge
- Enthusiasm for contributing to a rapidly growing business
- Willingness to travel 25–50% of the time
- FINRA Series 7 license
- FINRA Series 63 license
- CFA designation
- MBA
- Experience working with key partners in the separately managed account ecosystem
PIMCO Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PIMCO and has not been reviewed or approved by PIMCO.
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Leave & Time Off Breadth — Paid time off is described as generous, with substantial vacation at hire and additional time accruing with tenure. Time away is regarded as a highly important part of the package.
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Healthcare Strength — Health coverage is portrayed as comprehensive across medical, dental, vision, disability, and life insurance, complemented by wellness options such as on-site fitness and health savings accounts. These offerings are consistently characterized as strong.
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Retirement Support — Offerings include 401(k) matching and Roth 401(k), with an employee stock purchase program available alongside tax-advantaged accounts. The breadth of long-term financial benefits is emphasized as a strength.
PIMCO Insights
What We Do
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
