Account Manager - External Wholesaler

September 20

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PIMCO

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Description

• Maximize territory performance and drive sales to achieve and surpass net and gross sales, as well as targeted activity goals on a monthly, quarterly, and annual basis. • Collaborate with PIMCO management to formulate, execute, and accomplish a strategic territory business plan that adheres to the guiding principles of maintaining a long-term perspective and consultative sales approach. • Maintain in-depth knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies, as well as those of its clients. • Ensure the highest level of compliance with all industry and PIMCO regulations, including all legislative and regulatory requirements. • Execute with precision on the PIMCO Canada business plan. • Schedule, conduct, and follow-up on activities based on agreed-upon goals. Activities include group sessions, one-on-one meetings, and educational seminars. • Grow and cultivate relationships with PIMCO’s dealer group and platform partners. • Develop productive working relationship with prospects, clients, and stakeholders in the assigned territory. • Contribute to the strategic goal setting and budgets for the assigned territory. • Represent PIMCO at national, regional, and local conferences and training events as needed. • Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction. • Fully embrace and seek personal and professional educational opportunities sponsored by PIMCO.

Requirements

• Bachelor’s degree required. • CFA and/or MBA a plus. • Minimum of 5 years in an external wholesaler role with deep relationships and expertise in investment advisory firms in the Quebec City market. • Strong territory management skills and demonstrated track record meeting sales quotas. • Superior interpersonal and communication skills required to create meaningful and long-term relationships with financial advisors. • Strong financial services background with knowledge of investment trends and advisor practices. • Proven personal accountability and a track record of delivering results. • Demonstrated presentation and public speaking skills for group and individual sales presentations. • Ability to contribute and execute group strategy. • Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs. • Excellent partnership skills.