SVP, Forward Deployed Strategist – Transformation & Strategic Change

Posted 3 Days Ago
Be an Early Applicant
3 Locations
In-Office
250K-305K Annually
Expert/Leader
Financial Services
The Role
Leads enterprise-wide, AI-enabled transformation initiatives across people, processes, and technology. Maps workflows, identifies high-value use cases, redesigns operating models, quantifies business value, and orchestrates scalable solutions across functions. Partners with senior business and technology leaders on prioritization, funding, scope, and implementation decisions. Mentors junior strategists and engineers while expanding transformation capabilities across investment management, legal, tax, onboarding, and operational domains.
Summary Generated by Built In

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.

Role Overview

Transformation and Strategic Change is a team of forward-deployed Strategists and Quantitative Research Analysts that focus primarily on driving enterprise-wide transformation and delivering systematic change across people, process, and technology, including AI. The group collaborates with multiple parts of the firm, including Portfolio Management, Legal and Compliance, Client Management, Human Resources, and Operations.

Our team operates on three strategic drivers: first, we map and enhance systems and workflows with AIenabled solutions. Second, we work directly with business leaders to test and optimize the transformation solutions developed and thirdly, we partner with business technology teams to deploy these solutions across PIMCO.

Responsibilities

  • Lead and manage multiple transformational projects that leverage AI and have broad impact across the firm
  • Map business and investment workflows and value-creation processes across all areas of the firm
  • Apply structured diagnostic and prioritization frameworks to evaluate processes, identify transformation opportunities, and select high‑value use cases
  • Support IP leverage and scale-out of solutions across multiple transformation domains (e.g., legal, tax, onboarding, investment support)
  • Collaborate with business leaders firm-wide to ensure the solutions are scalable, effective, and deliverable within PIMCO's ecosystem
  • Grow the team's transformation capabilities through embedded partnerships with business units
  • Mentor junior Forward Deployed Engineers and Strategists in the team

Requirements

  • 10+ years of Investment Management industry experience
  • Proven track record of leading technology-enabled change in large organizations
  • Proven success influencing senior stakeholders and aligning cross‑functional leaders around trade‑offs, operating‑model changes, and funding decisions
  • Strong judgment on build/buy/partner decisions and the ability to negotiate scope, SLAs, and success criteria with internal and external partners
  • Hands‑on experience redesigning target operating models across different functions
  • Strong capability to quantify business value—productivity gains, efficiency improvements, cost savings, or client‑experience enhancements—to support ROI modeling
  • Experience orchestrating solutions that combine information extraction, workflow automation, decision engines, and insight generation into end‑to‑end business processes
  • Exceptional executive communication—briefs complex topics crisply, frames decisions and risks, and writes clear, decision‑ready materials
  • Ethical, intellectually curious, collaborative, organized, flexible, high energy, self-starter, accountable, humble
  • Formal training and strong interest in some of the following areas: artificial intelligence, data science, machine learning, finance theory
  • MBA or relevant master’s (e.g., MS in Finance/CS/Data Science) preferred
  • Bachelor’s degree in Finance, Economics, Computer Science or other technical field

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: $ 250,000.00 - $ 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

  • 10+ years of investment management industry experience
  • Proven track record leading technology-enabled change in large organizations
  • Experience influencing senior stakeholders and aligning cross-functional leaders on trade-offs, operating-model changes, and funding decisions
  • Strong judgment on build, buy, and partner decisions
  • Ability to negotiate scope, SLAs, and success criteria with internal and external partners
  • Hands-on experience redesigning target operating models across different functions
  • Ability to quantify business value, including productivity gains, efficiency improvements, cost savings, and client-experience enhancements
  • Experience orchestrating end-to-end solutions combining information extraction, workflow automation, decision engines, and insight generation
  • Exceptional executive communication and ability to produce clear, decision-ready materials
  • Formal training and strong interest in artificial intelligence, data science, machine learning, or finance theory
  • MBA or relevant master's degree in Finance, Computer Science, Data Science, or a related field
  • Bachelor's degree in Finance, Economics, Computer Science, or another technical field

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.

  • 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.
  • 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.
  • 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.

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The Company
HQ: Newport Beach, CA
4,129 Employees
Year Founded: 1971

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.

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