Account Associate – US GWM Growth Markets (Sales)

PIMCO is a global leader in active fixed income and investment management across public and private markets. The Account Associate will support Growth Markets Account Managers in business development and investor relations for ETFs, Model Portfolios, and SMAs in the US Private Wealth marketplace, while assisting with advisor servicing, sales analytics, CRM queries, reporting, training, and internal communications.

What you'll do:

• Stay Informed and Passionate: Maintain a strong passion for and stay updated on financial markets, the global economic environment, asset allocation, investment vehicles, and the broader financial services industry
• Support Key Stakeholders: Assist in advancing the priorities of our Growth Markets Account Managers
• Deliver Timely Support: Offer timely assistance to Account Managers through competitive analysis, client reports, marketing collateral, and follow-up with advisors and clients
• Engage with Internal Teams: Partner with and support AM internal teams by actively participating in meetings, representing the Growth Markets team, and delivering timely updates, education, and content. Keep the team informed about AM focus goals and internal initiatives
• Manage Sales Data Reports: Oversee the management of ETF/ Model Portfolios / SMA sales analytics, such as running monthly leads lists for PCG/Field Sales, prospective sales campaigns, and collaborate with internal database teams to streamline processes
• Produce Internal Communications: Assist the team in creating and distributing internal communications
• Coordinate Training Programs: Help organize AM/AA training sessions and preparation of presentation materials
• Contribute to Team Success: Actively participate in department meetings, engage with colleagues across various PIMCO functions, lead and participate in working groups, share innovative ideas, and fully utilize continuous mentoring and training opportunities
• Career Development: Develop a long-term career with PIMCO, with opportunities to serve clients and the firm in diverse capacities over time

What they're looking for:

• A minimum of a bachelor's degree is required, with concentrations in finance, economics, mathematics, computer science, or other related fields
• Possession of FINRA SIE, Series 7, and 63 licenses and demonstrated commitment to professional standards and regulatory compliance
• Minimum 1-2 years of professional experience in the asset or wealth management industry, in an internal sales or business development function
• Proficient in analyzing sales data and market trends to inform decision-making and experience with CRM systems for sales performance management
• Excellent verbal and written communication skills, with the ability to present ideas clearly to diverse audiences
• Entrepreneurial mindset with a commitment to client service and relationship development
• Strong analytical and problem-solving skills with a results-oriented mindset
• Proven ability to establish and nurture strong relationships with clients and stakeholders
• You possess exceptional verbal and written communication skills, enabling effective engagement with diverse audiences
• Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment
• Relationship building is a key part of your life, and you have excellent people skills, always ready to engage and discuss relevant topics
• Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities

Benefits:

• A discretionary bonus
• Opportunities to serve clients and the firm in diverse capacities over time
• Continuous mentoring and training opportunities