ETF Account Manager

Job not on LinkedIn

November 5

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

💵 $205k - $240k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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PIMCO

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Finance • Investment Management

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

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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