Account Manager, Strategic Accounts – Ria Aggregators

PIMCO

New York, NY, US
Base: $265,000.00 - $305,000.00; bonus: discretion...
Established relationships with ria aggregators
7+ years in client servicing or strategic accounts
Deep understanding of fixed income investing
The mission is to deliver industry-leading experiences for financial intermediaries while contributing to PIMCO's overall business success

Job Summary

  • The mission is to deliver industry-leading experiences for financial intermediaries while contributing to PIMCO's overall business success.
  • This role requires developing deep partnerships with RIA Aggregators to advance the distribution of PIMCO's strategies including Alternatives, SMAs, ETFs, and Mutual Funds.
  • Success is measured by sales and asset growth as well as the strength of client relationships and strategic alignment of solutions.

Matching Summary

The mission is to deliver industry-leading experiences for financial intermediaries while contributing to PIMCO's overall business success.

Salary

Base: $265,000.00 - $305,000.00; Bonus: Discretionary based on performance; Benefits: Not specified

Skills & Requirements

Must-have

  • Established relationships with RIA Aggregators
  • 7+ years in client servicing or strategic accounts
  • Deep understanding of fixed income investing
  • Ability to navigate complex debt markets
  • Experience selling across investment spectrum

Nice-to-have

  • Entrepreneurial mindset and high client satisfaction
  • Strong analytical skills blending quantitative insights
  • Ability to collaborate across diverse internal teams
  • Exceptional verbal and written communication skills
  • Proven track record of driving sales growth

Key Requirements

  • Bachelor's degree required; advanced degree preferred
  • FINRA Series 3, 7, and 63 licenses required
  • 7+ years experience in client servicing or business development
  • CFA or CAIA designation preferred
  • Willingness to obtain licenses within 3 months if not possessed

Work Rights

Not specified

Tailored Resume

Cover Letter