Description

We are seeking an Account Manager to join our U.S. Global Wealth Management (GWM) team. PIMCO is a recognized leader in active fixed income ETFs and is committed to expanding its ETF business to establish a dominant presence in this market. This role presents an exciting opportunity to be part of an entrepreneurial team within a rapidly growing segment of GWM, building on the strength of our established ETF franchise and contributing to a strategic growth initiative for the firm.

As part of our continued expansion, we are enhancing our platform to support new product launches and deepen engagement with a broad spectrum of GWM clients across the region. The Account Manager will gain valuable experience working with wirehouse advisors and teams, independent advisors, and registered investment advisors (RIAs), helping to drive growth in a key business area.

The ideal candidate is a collaborative team player with proven sales expertise and deep knowledge of ETFs. They possess strong interpersonal and relationship-building skills, a strategic mindset, and a keen understanding of the evolving financial advisory landscape. Adaptable and results-driven, they thrive in dynamic environments, demonstrate high integrity, and are committed to continuous learning and professional growth.

Responsibilities

The key responsibilities include, but are not limited to:

• Drive territory performance by maximizing sales with financial advisor clients, consistently exceeding net and gross sales targets on a monthly, quarterly, and annual basis.

• Develop and execute a strategic territory business plan aligned with long-term goals and a consultative sales approach.

• Identify and cultivate new partnerships to expand PIMCO’s ETF business among wealth managers at broker-dealers, wirehouses, and RIAs.

• Design and implement marketing and sales campaigns to deepen engagement with existing partners and clients.

• Collaborate with GWM colleagues across sales to champion ETF-focused initiatives and navigate complex client relationships.

• Maintain deep expertise in PIMCO’s products, platforms, investment themes, market strategies, and policies.

• Represent PIMCO ETFs at industry conferences and client-facing events.

• Adhere to all travel, expense reimbursement, and activity reporting requirements in a timely and accurate manner.

• Uphold the highest standards of compliance with industry regulations, client firm policies, and PIMCO’s internal guidelines.

• Provide timely feedback to PIMCO leadership on product demand, sales trends, and client satisfaction.

Position Requirements

• Bachelor’s degree required; CFA, CPA, or MBA designations are a plus. 

• Minimum of five (5) years of experience in ETF-related client-facing roles, business development, field sales, or similar functions. 

• Established relationships with key prospects and clients within the West Coast of the U.S. is desirable.

• Proven success in territory management with a strong track record of meeting or exceeding sales quotas.

• Deep understanding of the ETF ecosystem and its dynamics.

• Solid background in financial services, with knowledge of investment trends and advisor practices.

• Entrepreneurial mindset with a passion for contributing to the growth of ETF distribution infrastructure.

• Excellent verbal and written communication skills for engaging partners, presenting sales materials, and conveying technical product information.

• Strong client engagement capabilities, with a history of building lasting relationships and achieving high client satisfaction.

• Active Series 7 and 63 licenses required.

• Clean U-4 record.

• Willingness to travel up to 90% of the time.

• Experience working with broker-dealer home office ETF contacts is preferred.

• Self-starter with the ability to thrive in a fast-paced, performance-driven environment.

About You

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 can make a meaningful impact:

• Relationship Building: You are a relationship-driven professional with a proven ability to build and maintain strong connections with clients and stakeholders. Your communication skills—both verbal and written—enable you to engage effectively with diverse audiences, and you consistently demonstrate integrity, sound judgment, and composure under pressure.

• Organizational Excellence & Resourcefulness: You bring exceptional organizational and project management capabilities, with the ability to manage multiple initiatives simultaneously. Your strategic mindset, analytical skills, and resourcefulness allow you to solve problems creatively and advance projects proactively, even in ambiguous environments.

• Adaptability & Collaboration: You thrive in dynamic, fast-paced settings and adapt easily to shifting priorities. You collaborate effectively across teams, leveraging emotional intelligence and resilience to navigate complex challenges and contribute meaningfully to shared goals.

• Integrity & Continuous Learning: Your actions reflect high ethical standards and a commitment to continuous learning. You stay informed about industry trends and actively contribute to a positive work culture, aligning with PIMCO’s core values of Collaboration, Openness, Responsibility, and Excellence.

• Results Orientation: Driven by results, you are self-motivated and detail-oriented, with a strong sense of accountability. Your intellectual curiosity and dedication to professional growth keep you ahead of emerging trends in the financial advisory landscape.

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