Account Associate - US GWM Growth Markets (Sales)
Core
Support Growth Markets Account Managers in business development and investor relations for PIMCO's US Private Wealth ETFs, Model Portfolios, and SMAs.
Role type
Account Associate (Sales)
Builds
ETFs, Model Portfolios, and SMAs for the US Private Wealth marketplace
Domain
Fixed Income / Wealth Management
Deliverable
client delivery
Required skills
FINRA SIE, Series 7, and 63 licenses, sales data analysis, CRM proficiency, financial market knowledge, client relationship management, project management
Preferred skills
Entrepreneurial mindset, strategic thinking, adaptability
Technologies
CRM systems
Responsibilities
Generate outgoing sales activity, address client inquiries, prepare for meetings, manage CRM queries, maintain pipeline and business reports, produce internal communications, coordinate training programs
Seniority
Junior to Mid-level, hands-on IC