Role Summary
We are seeking an experienced Account Manager, Field Sales to join our U.S. Global Wealth Management (GWM) team. In this role, you will generate sales and cultivate relationships within a defined geographic territory across the full suite of PIMCO products. You will manage all aspects of the client relationship and drive sales across intermediary-driven channels—wirehouses, independent advisors, banks, regional broker-dealers, and RIAs. The Account Manager will provide expertise, manage a territory of Financial Advisors, and introduce PIMCO’s diverse investment strategies, building strong relationships and delivering results. The ideal candidate will possess superior consultative sales and relationship-building skills, a thorough understanding of PIMCO’s products and services, and an advanced understanding of the financial advisory business.
This opportunity covers Florida’s East Coast, specifically the Ft. Lauderdale to Vero Beach corridor, across all channels.
Responsibilities
Maximize territory performance and drive sales with financial advisor clients to achieve and surpass net and gross sales targets for the assigned territory on a monthly, quarterly, and annual basis.
Collaborate with the Divisional Sales Manager to develop, execute, and achieve a strategic territory business plan that aligns with the principles of a long-term perspective and a consultative sales approach.
Maintain comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies of our clients and partner firms.
Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements.
Create a travel schedule that optimizes coverage in the designated territory to achieve all sales and activity metrics.
Schedule, conduct, and follow-up on activities based on agreed upon goals, including group sessions, one on one, meetings, educational seminars, and client entertainment.
Implement effective client segmentation and a service model that facilitates regular contact with top clients and prospects.
Build productive working relationships with product managers, portfolio managers, and other specialists across PIMCO to deliver the right resources to the right clients at the right time.
Establish and maintain productive working relationships with key regional COIs across our top partner firms.
Comply with all travel and expense reimbursement and activity reporting in a timely manner.
Support PIMCO Business Objectives
Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.
Seek opportunities to contribute to PIMCO beyond the daily remit of your role, strive to be an exceptional colleague
Represent PIMCO as needed at national, regional, and local conferences and training events.
Fully embrace and seek professional development and educational opportunities sponsored by PIMCO.
Qualifications
Minimum of a bachelor’s degree required. CIMA, CAIA, CFA designations, and/or an MBA are a plus.
Minimum five (5) years of experience in an external client-facing role, such as business development or field sales, along with a robust network of established relationships with financial advisors within Florida’s East Coast market, specifically the Ft. Lauderdale to Vero Beach corridor.
Possession of FINRA Series 7 and 63 licenses.
Strong territory management skills and demonstrated track record meeting sales quotas.
Proven entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships.
Exhibited exceptional client engagement skills and consistently achieved high levels of client engagement while building strong, lasting relationships.
Outstanding verbal and written communication skills to engage with key partners, present sales materials, and provide technical information about our products.
Strong financial services background with knowledge of investment trends and advisor best practices.
Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs.
Professional Skills Requirements
Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional verbal and written communication skills, emphasizing effective engagement with diverse audiences. Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment.
Exceptional Organizational Skills and Resourcefulness: Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully. You think strategically, navigate ambiguity, and proactively advance projects and initiatives.
Adaptability and Collaboration: Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity. You build positive relationships and collaborate effectively across diverse teams. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully.
Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. You are intellectually curious and committed to professional development, staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence.
Results-Driven: Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry.
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: $ 150,000.00
