LGBT Great
ETF Account Manager – Strategic Accounts
ETF Account Manager – Strategic Accounts
at PIMCO
On-site
New York, New York, United States Full-time Posted 5 days ago Description
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description PIMCO's US Global Wealth Management (GWM) division is seeking an ETF Account Manager (AM) to join our ETF distribution team. PIMCO currently manages over $36 billion across 27 ETFs in the US and is recognized as a leader and innovator in active fixed income ETFs. As the premier active fixed income manager globally, we are committed to expanding our ETF business to establishing a dominant presence in this market. This role offers an exciting opportunity to join an entrepreneurial team within a rapidly growing segment of GWM, building on the success of our established ETF franchise. We are actively enhancing our platform to support new product launches and engage with a diverse range of GWM clients, including wirehouse advisors, independent advisors, and registered investment advisors (RIAs). As an ETF Account Manager, you will be part of a team-oriented distribution effort focused on growing PIMCO's ETF business. Specifically, you will concentrate on platform placement and model sales within the U.S. wealth market. You will be responsible for growing PIMCO's ETF business by targeting TAMPs, home office model portfolios, and establishing new strategic partnerships. In addition to generating sales directly and collaborating with PIMCO's existing distribution team, you will play a crucial role in the development of PIMCO's evolving distribution system. The ideal candidate will possess exceptional sales skills, ETF expertise, strong collaboration abilities, and a deep understanding of the financial advisory landscape. About You If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact: Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional verbal and written communication skills, emphasizing effective engagement with diverse audiences. Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment. Exceptional Organizational Skills and Resourcefulness: Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully. You think strategically, navigate ambiguity, and proactively advance projects and initiatives. Adaptability and Collaboration: Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity. You build positive relationships and collaborate effectively across diverse teams. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully. Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. You are intellectually curious and committed to professional development, staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence. Results-Driven: Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry. Responsibilities The key responsibilities include, but are not limited to: Identify and establish new partnerships to grow PIMCO's ETF model business with TAMPs, broker-dealers, FinTech platforms, and commercial RIAs. Collaborate with existing and new strategic accounts to enhance PIMCO ETF allocations in home office models. Develop marketing and sales campaigns to drive PIMCO ETF model business with existing partners and clients. Partner with GWM colleagues across sales, strategic accounts, models, etc., to advocate for ETF-focused initiatives while navigating complex relationships. Maintain comprehensive knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies. Represent PIMCO ETFs at industry and client events. Comply with travel, expense reimbursement policies, and provide timely activity reporting. Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements. Provide feedback to PIMCO management on product demand, sales trends and client satisfaction. Position Requirements Bachelor’s Degree required; CFA, CPA designations, and/or an MBA are a plus. Minimum five (5) years of experience in an ETF client-facing role (external, hybrid, or national accounts). Experience with broker-dealer home office ETF contacts is desirable. Thorough knowledge of the TAMP and model landscape. Existing relationships with key prospects and clients Extensive knowledge of the ETF ecosystem. Entrepreneurial spirit with a desire to contribute to ETF distribution growth. Solid financial services background with knowledge of investment trends and home office platforms. Outstanding verbal and written communication skills to engage key partners, present sales materials, and convey technical product information. Exceptional client engagement skills with a history of achieving high levels of client satisfaction and building strong, lasting relationships. Possession of Series 7 and 63 licenses required. Clean U-4 record. Willingness to travel extensively as required. Self-starter, ability to work within the firm's demanding and highly focused environment. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 205,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. We believe that active management is the responsible way to invest our clients' assets in fixed income. For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Our clients rely on an investment process that has been tested in virtually every market environment. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. We innovate to give our clients an edge. Innovation has long been part of the fabric of PIMCO’s culture. Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors. PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed-income investing.In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just tofind opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.Active ManagementWe take an active approach to fixed income investing – one in which we express high convictionviews without allowing any single risk to dominate returns. Over our 50 year history, we have found this helps us to deliver positive outcomes for investors and avoid outsized risks that maybe inherent in passive approaches.Tested ProcessWe have a proven ability to help investors navigate shifting investment conditions – including times of market stress. Honed over decades, our process has helped millions of investorsmanage risks and pursue returns over meaningful time periods.Culture of InnovationFinancial markets are changing rapidly and it is crucial for investors to adapt. That is why innovation is part of the fabric of our culture. Importantly, we develop solutions based on investors’ needs and investing opportunities – not on near-term asset-raising potential. And we invest in top technology, tools and resources to help them succeed.
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ETF Account Manager – Strategic Accounts
at PIMCO
On-site
New York, New York, United States Full-time Posted 5 days ago Description
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description PIMCO's US Global Wealth Management (GWM) division is seeking an ETF Account Manager (AM) to join our ETF distribution team. PIMCO currently manages over $36 billion across 27 ETFs in the US and is recognized as a leader and innovator in active fixed income ETFs. As the premier active fixed income manager globally, we are committed to expanding our ETF business to establishing a dominant presence in this market. This role offers an exciting opportunity to join an entrepreneurial team within a rapidly growing segment of GWM, building on the success of our established ETF franchise. We are actively enhancing our platform to support new product launches and engage with a diverse range of GWM clients, including wirehouse advisors, independent advisors, and registered investment advisors (RIAs). As an ETF Account Manager, you will be part of a team-oriented distribution effort focused on growing PIMCO's ETF business. Specifically, you will concentrate on platform placement and model sales within the U.S. wealth market. You will be responsible for growing PIMCO's ETF business by targeting TAMPs, home office model portfolios, and establishing new strategic partnerships. In addition to generating sales directly and collaborating with PIMCO's existing distribution team, you will play a crucial role in the development of PIMCO's evolving distribution system. The ideal candidate will possess exceptional sales skills, ETF expertise, strong collaboration abilities, and a deep understanding of the financial advisory landscape. About You If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact: Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional verbal and written communication skills, emphasizing effective engagement with diverse audiences. Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment. Exceptional Organizational Skills and Resourcefulness: Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully. You think strategically, navigate ambiguity, and proactively advance projects and initiatives. Adaptability and Collaboration: Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity. You build positive relationships and collaborate effectively across diverse teams. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully. Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. You are intellectually curious and committed to professional development, staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence. Results-Driven: Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry. Responsibilities The key responsibilities include, but are not limited to: Identify and establish new partnerships to grow PIMCO's ETF model business with TAMPs, broker-dealers, FinTech platforms, and commercial RIAs. Collaborate with existing and new strategic accounts to enhance PIMCO ETF allocations in home office models. Develop marketing and sales campaigns to drive PIMCO ETF model business with existing partners and clients. Partner with GWM colleagues across sales, strategic accounts, models, etc., to advocate for ETF-focused initiatives while navigating complex relationships. Maintain comprehensive knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies. Represent PIMCO ETFs at industry and client events. Comply with travel, expense reimbursement policies, and provide timely activity reporting. Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements. Provide feedback to PIMCO management on product demand, sales trends and client satisfaction. Position Requirements Bachelor’s Degree required; CFA, CPA designations, and/or an MBA are a plus. Minimum five (5) years of experience in an ETF client-facing role (external, hybrid, or national accounts). Experience with broker-dealer home office ETF contacts is desirable. Thorough knowledge of the TAMP and model landscape. Existing relationships with key prospects and clients Extensive knowledge of the ETF ecosystem. Entrepreneurial spirit with a desire to contribute to ETF distribution growth. Solid financial services background with knowledge of investment trends and home office platforms. Outstanding verbal and written communication skills to engage key partners, present sales materials, and convey technical product information. Exceptional client engagement skills with a history of achieving high levels of client satisfaction and building strong, lasting relationships. Possession of Series 7 and 63 licenses required. Clean U-4 record. Willingness to travel extensively as required. Self-starter, ability to work within the firm's demanding and highly focused environment. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 205,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. We believe that active management is the responsible way to invest our clients' assets in fixed income. For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Our clients rely on an investment process that has been tested in virtually every market environment. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. We innovate to give our clients an edge. Innovation has long been part of the fabric of PIMCO’s culture. Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors. PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed-income investing.In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just tofind opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.Active ManagementWe take an active approach to fixed income investing – one in which we express high convictionviews without allowing any single risk to dominate returns. Over our 50 year history, we have found this helps us to deliver positive outcomes for investors and avoid outsized risks that maybe inherent in passive approaches.Tested ProcessWe have a proven ability to help investors navigate shifting investment conditions – including times of market stress. Honed over decades, our process has helped millions of investorsmanage risks and pursue returns over meaningful time periods.Culture of InnovationFinancial markets are changing rapidly and it is crucial for investors to adapt. That is why innovation is part of the fabric of our culture. Importantly, we develop solutions based on investors’ needs and investing opportunities – not on near-term asset-raising potential. And we invest in top technology, tools and resources to help them succeed.
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