Account Manager, Strategic Accounts - RIA Aggregators

Position Overview

PIMCO, a global leader in active fixed income, is seeking an experienced Account Manager to join its U.S. Global Wealth Management group. In this role, you will drive strategic initiatives through developing and nurturing relationships with RIA Aggregators and key industry stakeholders, delivering tailored investment solutions and ensuring exceptional client service.

Location: New York, NY

Key Responsibilities

• Drive sales across the full spectrum of PIMCO investment solutions by developing and managing strategic partnerships with RIA Aggregators.
• Educate prospects and clients on a broad range of investment strategies while building strong, lasting relationships.
• Develop a deep understanding of client needs, organizational structures, and market trends to offer client-centric solutions.
• Coordinate and lead firm resources—including Portfolio Managers, Product Strategists, Operations, Legal & Compliance—to deliver industry-leading client service.
• Oversee account associates’ activities related to analysis, reporting, and industry research.
• Clearly communicate the firm’s economic outlook and portfolio strategy to both clients and prospects.
• Monitor the competitive landscape and develop strategies to position PIMCO for business growth.
• Travel as needed for client meetings, events, and industry conferences, ensuring timely compliance with travel and expense reporting.

Required Qualifications

• Bachelor's degree required; advanced degree and/or CFA or CAIA designation is preferred.
• 5+ years of experience in client servicing and business development with a strong understanding of the RIA sales process.
• Possession of FINRA Series 3, 7, and 63 licenses or willingness to obtain them within three months.
• Proven track record in selling investment products with deep knowledge of fixed income investing.
• Outstanding communication, analytical, and collaborative skills.

Preferred Qualifications

• Established relationships with RIA Aggregators.
• Exceptional interpersonal skills with a proven ability to manage multiple projects and collaborations.
• Detail-oriented, self-motivated, and resilient in fast-paced, dynamic environments.

Benefits & Perks

• Compensation: Base salary is fixed with a discretionary bonus based on performance.
• Salary Range: $205,000.00 - $240,000.00