Account Manager - Field Sales

April 4

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Logo of PIMCO

PIMCO

PIMCO is a global investment management firm providing a wide range of investment solutions for institutions and individual investors. Since its founding, PIMCO has focused on active fixed-income management and is renowned for its expertise in bond investing and multi-asset portfolio construction. The company offers insights into economic and market commentary, investment strategies, and active portfolio management across public and private markets. PIMCO is committed to helping clients navigate market complexities and achieve their financial goals through innovative investment approaches and comprehensive market analysis.

1001 - 5000 employees

Founded 1971

💸 Finance

📋 Description

• Seeking an Account Manager for U.S. Global Wealth Management team • Responsible for generating sales in defined geographic territory • Manage client relationships and drive sales across all channels • Collaborate with Divisional Sales Manager to develop business plan • Ensure compliance with industry standards and client requirements • Build strong relationships with Financial Advisors • Represent PIMCO at conferences and training events

🎯 Requirements

• Minimum of a Bachelor’s Degree required • CIMA, CAIA, CFA designations, and/or an MBA are a plus • A minimum of five (5) of experience in an external client-facing role • Possession of FINRA Series 7 and 63 licenses • Strong territory management skills • Proven entrepreneurial mindset with a strong commitment to client service • Exhibited exceptional client engagement skills • Outstanding verbal and written communication skills • Strong financial services background • Thorough knowledge of PIMCO products

🏖️ Benefits

• Equal Employment Opportunity and Affirmative Action • Reasonable accommodation for qualified individuals with disabilities

Apply Now

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