ETF Account Manager

🕒 Novembro 5, 2025

🤠 Texas – Remoto

🤠 Texas – Remote

💵 $205.000 - $240.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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PIMCO

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1971

💸 Finanças

Finance • Investment Management

A PIMCO é uma empresa global de gestão de investimentos que oferece uma ampla gama de soluções de investimento para instituições e investidores individuais. Desde sua fundação, a PIMCO tem se concentrado na gestão ativa de renda fixa e é renomada por sua expertise em investimento em títulos e construção de portfólios multiativos. A empresa oferece insights sobre comentários econômicos e de mercado, estratégias de investimento e gestão ativa de portfólios nos mercados públicos e privados. A PIMCO está comprometida em ajudar os clientes a navegar pelas complexidades do mercado e alcançar seus objetivos financeiros por meio de abordagens de investimento inovadoras e análise de mercado abrangente.

Descrição

• Drive territory performance by maximizing sales with financial advisor clients, consistently exceeding net and gross sales targets on a monthly, quarterly, and annual basis. • Develop and execute a strategic territory business plan aligned with long-term goals and a consultative sales approach. • Identify and cultivate new partnerships to expand PIMCO’s ETF business among wealth managers at broker-dealers, wirehouses, and RIAs. • Design and implement marketing and sales campaigns to deepen engagement with existing partners and clients. • Collaborate with GWM colleagues across sales to champion ETF-focused initiatives and navigate complex client relationships. • Maintain deep expertise in PIMCO’s products, platforms, investment themes, market strategies, and policies. • Represent PIMCO ETFs at industry conferences and client-facing events. • Adhere to all travel, expense reimbursement, and activity reporting requirements in a timely and accurate manner. • Uphold the highest standards of compliance with industry regulations, client firm policies, and PIMCO’s internal guidelines. • Provide timely feedback to PIMCO leadership on product demand, sales trends, and client satisfaction.

🎯 Requisitos

• Bachelor’s degree required; CFA, CPA, or MBA designations are a plus. • Minimum of five (5) years of experience in ETF-related client-facing roles, business development, field sales, or similar functions. • Established relationships with key prospects and clients within the Southwestern U.S. region. • Proven success in territory management with a strong track record of meeting or exceeding sales quotas. • Deep understanding of the ETF ecosystem and its dynamics. • Solid background in financial services, with knowledge of investment trends and advisor practices. • Excellent verbal and written communication skills for engaging partners, presenting sales materials, and conveying technical product information. • Strong client engagement capabilities, with a history of building lasting relationships and achieving high client satisfaction. • Active Series 7 and 63 licenses required. • Clean U-4 record. • Willingness to travel up to 90% of the time. • Experience working with broker-dealer home office ETF contacts is preferred. • Self-starter with the ability to thrive in a fast-paced, performance-driven environment.

🏖️ Benefícios

• Discretionary bonus • Health insurance • Retirement plans • Paid time off • Professional development