- You thrive on relationship-building, paying attention to even the smallest details, and have a passion for the financial markets and serving clients
- Collaboration is at the core of your work style, fostering positive relationships with clients, colleagues, and external stakeholders
- You possess high emotional intelligence, adaptability, and resilience
- Your exceptional organizational and project management skills enable you to manage multiple client-focused initiatives simultaneously
- Your track record demonstrates credibility and trustworthiness, characterized by consistent behavior, high ethical standards, and integrity
- Intellectual curiosity drives you, fueling your dedication to professional development and staying informed about emerging trends
- As a resourceful problem-solver, you approach complex issues with a critical and empathetic mindset and find creative solutions
- Self-motivated and detail-oriented, you consistently deliver on assigned responsibilities, always with a focus on client needs, teamwork, and effective communication
- You thrive in fast-paced environments, adapting to shifting priorities and working effectively with ambiguity
- You excel at navigating unstructured processes and managing multiple demanding responsibilities
- You align with PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other
- Maintain a strong interest and stay updated on financial markets, global economic environment, asset allocation, investment vehicles, and the overall financial services industry
- Engage in substantial client interaction through phone, email, screen-sharing, and occasionally, in-person meetings (including territory travel, industry conferences, due diligence, etc.)
- Develop a comprehensive understanding of our clients' diverse business practices and needs
- Provide relevant market insights, product information, investment ideas, and sales support with confidence
- Strategically manage activities in the territory, contributing to the creation and execution of a business plan
- Strive to think and act like effective business leaders, taking full responsibility for the development of certain client segments
- Understand the importance of ongoing training and continuing education in building strong client relationships. Many AAs have achieved CFA, CIMA, CAIA, and other industry designations with firm support
- Actively contribute to the team by participating in department meetings, collaborating with colleagues across different PIMCO functions, leading and participating in working groups, sharing unique ideas, and fully utilizing continuous mentoring and training
- Aim for a long-term career with PIMCO, with the potential to serve clients and the firm in various capacities over time. Several experienced and dedicated AAs have transitioned to account management, strategic accounts, and client-facing roles in other distribution channels.
- Minimum of a Bachelor's Degree
- FINRA Series 7 and 63 license
- Minimum of two years of professional work experience, preferably within financial services or investment management industry
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Account Associate, Internal Sales - Newport Beach, United States - PIMCO
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.
Role Overview
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. We strive to build a diverse workforce, drawing from a broad range of backgrounds.
We are currently looking for an Account Associate, Internal Sales, to join our U.S. Global Wealth Management team. The Account Associate (AA) will work closely with a field-based Account Manager (AM) to build and sustain significant client relationships with financial advisors (from wirehouses, regional and independent broker/dealers) within a specific geographic territory. The goal is to acquire and retain mutual fund and other professionally managed assets.
About You
If the following qualities resonate with you, we encourage you to apply for this exciting opportunity at PIMCO, even if your experience does not precisely match the job description. We offer a dynamic work environment where you can make a meaningful impact:
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: $ 70, $ 77,500.00
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 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.
