Intermediary Account Manager - Growth Markets
Core
Deliver exceptional sales, service and investment support to PIMCO's largest advisory clients while helping accelerate the growth of the Separately Managed Account (SMA) platform.
Role type
Senior Intermediary Account Manager (Growth Markets)
Builds
PIMCO's SMA business and client relationships
Domain
Asset Management / Fixed Income
Deliverable
client delivery
Required skills
Fixed income market expertise, portfolio analysis, relationship management, sales strategy, client business modeling, market commentary, travel management
Preferred skills
CFA designation, MBA, experience with SMA ecosystem partners
Technologies
None stated
Responsibilities
Build trusted client relationships through phone, email, screen sharing, in-person meetings, and territory travel; Translate portfolio analysis and market developments into clear commentary for clients and internal partners; Partner with Account Managers to position and sell municipal and taxable investment offerings; Develop client-ready reports and insights by reviewing trends and analyzing portfolios; Take ownership of designated client segments to identify opportunities and drive growth
Seniority
Senior, hands-on IC