Account Associate – US GWM Growth Markets (Sales)

Position Description

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Since 1971, our people have shaped our organization through a high-performance, inclusive culture that celebrates 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.

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, in partnership with home office research teams and business professionals.

Key Responsibilities

• 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: Provide timely assistance through competitive analysis, client reports, marketing collateral, and follow-up with advisors and clients.
• Engage with internal teams: Partner with 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 ETF/Model Portfolios/SMA sales analytics, including running monthly lead lists for PCG/Field Sales, supporting prospective sales campaigns, and collaborating 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 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.

Additional responsibilities include preparing for meetings, managing CRM queries, maintaining pipeline and business reports, and undertaking special projects to support our Growth Markets businesses broadly. A crucial success factor for this role is the ability to confidently interact with senior leadership across various departments, including GWM, Portfolio Management, Product Strategy, Legal, Operations, and offshore client-facing teams.

Role Requirements

• A minimum of a bachelor’s degree, with concentrations in finance, economics, mathematics, computer science, or other related fields.
• 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.
• Proficiency 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. Exceptional verbal and written communication skills, composed under pressure, and a commitment to high integrity and sound judgment.
• Expertise managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Strong critical thinking, analytical, and quantitative skills, with the ability to navigate ambiguity and advance projects independently with attention to detail.
• Ability to thrive in dynamic, fast-paced environments by managing shifting priorities and ambiguity. Emotional intelligence, adaptability, and resilience to handle unstructured processes and demanding responsibilities in a collaborative team setting.
• High ethical standards and integrity, intellectual curiosity, and commitment to professional development while staying informed about industry trends. Alignment with the CORE values of Collaboration, Openness, Responsibility, and Excellence.
• Self-motivated dedication to achieving excellence, accountability, and a commitment to staying ahead of emerging industry trends.

Compensation

PIMCO follows a total compensation approach, including a base salary and a discretionary bonus. Base salary is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is determined by company, business, team, and individual performance.

Salary Range: $105,000.00 - $115,000.00