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PIMCO

Global asset management with fixed income

Intermediary Account Manager - Growth Markets

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A bachelor's degree from an accredited four-year institution, with concentrations in finance, economics, mathematics, computer science, or a related field valued.
  • At least 10 years of relevant experience in the asset management or wealth management industry.
  • Ability to communicate complex investment concepts clearly, relevantly, and actionably.
  • Strong knowledge of PIMCO or the ability and motivation to quickly learn PIMCO's investment platform, processes, and culture.
  • A goal-oriented mindset, sound judgment, and a consistent record of following through on commitments.
  • Excellent interpersonal skills and a genuine interest in understanding clients, colleagues, and their priorities.
  • A collaborative approach, combined with the initiative and confidence to lead projects independently.
  • Demonstrated strength in building and sustaining long-term relationships.
  • Strong verbal and written communication skills.
  • Intellectual curiosity and a desire to continuously deepen market, product, and client knowledge.
  • Willingness to travel 25–50% of the time.
  • FINRA Series 7 and Series 63 licenses.

Responsibilities

  • Stay closely connected to financial markets, the global economic environment, asset allocation, investment vehicles, and developments across the financial services industry.
  • Build trusted client relationships through substantive interactions by phone, email, screen sharing, and in-person meetings, including territory travel, industry conferences, and due diligence engagements.
  • Translate portfolio analysis and market developments into clear, relevant commentary for clients, prospects, and internal partners.
  • Partner with PIMCO Account Managers to position, sell, and support municipal and taxable investment offerings.
  • Advance sales efforts by reviewing trends, analyzing portfolios, and developing client-ready reports and insights.
  • Develop a strong understanding of each client's business model, priorities, and evolving needs to deliver tailored support.
  • Provide timely marketing perspective, product information, investment ideas, and sales support.
  • Take ownership of designated client segments, identify opportunities, shape strategy, and drive growth.

Desired Qualifications

  • A CFA designation and/or Master of Business Administration degree.
  • Experience working with key partners in the Separately Managed Account ecosystem.

About the Company

PIMCO

Global asset management with fixed income

PIMCO is a global investment management firm that provides financial solutions for institutions, financial professionals, and individual investors by managing assets across fixed income, equities, commodities, and real estate. Its core product is actively managed investment strategies designed to meet clients’ financial goals. The company earns fees from assets under management and, when benchmarks are surpassed, performance fees, using rigorous research, risk controls, and a deep understanding of global markets. Unlike firms that rely on a narrow focus, PIMCO combines expertise across multiple asset classes and maintains a large network of investment professionals to offer insights worldwide. Its goal is to deliver consistent, long-term results for a diverse client base, including pension funds, endowments, central banks, sovereign wealth funds, and individual investors, while growing assets under management.

Company size
1,001-5,000
Company stage
Acquired
Total funding
$564.6M
Headquarters
Newport Beach, CA
Founded
1971

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