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We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $1.84 trillion in assets for clients around the world. PIMCO has over 2,700 employees in 17 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.
PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.
The talent, dedication and spirit of PIMCO's people are the most important factors in our success as a global investment solutions provider over the last four decades.
PIMCO's Global Wealth Management division is currently seeking an Account Associate, Internal Sales to join our team.
Mission: The mission of an Account Associate ("AA"), working in close partnership with a field-based Account Manager ("AM"), is to develop and maintain meaningful client relationships with financial advisors (at wirehouses, regional and independent broker/dealers) in a geographic territory for the purpose of acquiring and retaining mutual fund and other professionally managed assets.
What you'll do:
Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, asset allocation, investment vehicles and the overall financial services industry
Achieve high levels of substantive client interaction - via phone, e-mail, screen-sharing, and at times, in-person meetings (territory travel, industry conferences, due diligence, etc.
Successfully establish an understanding of the nature and needs of our clients varying business practices
Confidently provide relevant market insight, product information, investment ideas and sales support
Strategically handle activities in the territory, including contributions to the formation and implementation of a business plan
Seek to be empowered to think and act like effective business leaders, assuming full responsibility for development of certain client segments
Recognize ongoing training and continuing education are critical to cultivating the strongest client relationships. Numerous AAs have attained CFA, CIMA, CAIA, and other industry designations with firm support
Be ready to make a difference on the team by participating in department meetings, engaging colleagues across different PIMCO functions, participating and leading working groups, sharing unique ideas, fully utilizing continuous mentoring and training, etc.
Develop a long-term career with PIMCO, with the potential to serve clients and the firm in various ways over time. A number of experienced and dedicated AAs have transitioned to account management, national accounts, and client-facing roles in other distribution channel
Goal driven and a firm believer that given enough time and resources, you can achieve any goal
Have excellent people skills: you love to pay attention to people, are engaging, and almost never run out of relevant things to discuss
Friendly, and genuinely enjoy working in a team environment, yet ready to run with projects independently
Relationship building is a key part of your life
Known for your strong verbal and written communication skills
Inquisitive, and have a natural thirst for knowledge
Looking for a good challenge, big or small
FINRA Series 7 and 63 licensed (preferred, but not required)
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include:
Medical, dental, and vision coverage
Life insurance and travel coverage
401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
Community involvement opportunities with The PIMCO Foundation in each PIMCO office
Internal Number: 6232586
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