ETF Account Manager

🕒 il y a 7 mois

🤠 Texas – Distant

🤠 Texas – Remote

💵 $205 000 - $240 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

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PIMCO

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1971

💸 Finance

Finance • Investment Management

PIMCO est une société de gestion d'investissements mondiale offrant une large gamme de solutions d'investissement pour les institutions et les investisseurs individuels. Depuis sa création, PIMCO s'est concentrée sur la gestion active des revenus fixes et est réputée pour son expertise dans l'investissement obligataire et la construction de portefeuilles multi-actifs. La société propose des analyses économiques et de marché, des stratégies d'investissement, ainsi qu'une gestion active de portefeuille sur les marchés publics et privés. PIMCO s'engage à aider ses clients à naviguer dans la complexité des marchés et à atteindre leurs objectifs financiers grâce à des approches d'investissement innovantes et une analyse de marché complète.

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.

🎯 Exigences

• 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.

🏖️ Avantages

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