Account Manager - Private Client Group

Job not on LinkedIn

April 17

🌽 Illinois – Remote

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

🌾 Iowa – Remote

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

+3 more states

🌽 Illinois – Remote 🌾 Iowa – Remote 🏈 Ohio – Remote 🏰 Missouri – Remote 🤠 Texas – Remote

💵 $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

• Seeking an experienced sales professional for the Private Client Group to cover the Upper Midwest Region. • Deliver investment solutions leveraging PIMCO’s position as a premier fixed income investment manager. • Focus on fostering and strengthening relationships with sophisticated financial advisors, RIAs, multi-family offices, and bank trusts. • Advance the distribution of the firm’s strategies to PCG clients by understanding client investment goals and navigating complexity.

🎯 Requirements

• Bachelor’s degree required. • A CFA or MBA is desirable. • Minimum of 5 years of experience in sales or business development within asset management or wealth management. • Established relationships in the Upper Midwest Region are desirable. • Proven ability to develop, monetize, and maintain strong relationships with sophisticated buyers. • Successful track record of managing relationships with financial advisors, RIAs, multi-family offices, and other financial intermediaries, including experience in selling complex solutions to these clients or other sophisticated investors. • Institutional, single-family office, or distributor/platform experience will also be considered. • Possession of FINRA Series 7, 3, and 63 licenses and other applicable licenses (or ability to obtain within three (3) months of employment). • Strong understanding of fixed income investment strategies, including alternatives such as commercial real estate and public/private credit, SMAs, ETFs, and Mutual Funds. • Excellent knowledge of alternative sales processes, investment strategies, and portfolio management. • Exceptional verbal communication and presentation skills to engage key partners, present sales materials, and convey technical product information and complex investment concepts effectively. • Demonstrated exceptional client engagement skills and an entrepreneurial mindset, consistently achieving high levels of client satisfaction while building strong, lasting relationships. • Strong analytical skills to assess client needs and tailor investment solutions accordingly. • Willingness to travel extensively throughout the United States.

🏖️ Benefits

• Total compensation approach. • Base salary and discretionary bonus.