ETF Account Manager – Southwest
Core
Drive territory performance and expand PIMCO's ETF business by managing relationships with wirehouse advisors, independent advisors, and RIAs in the Southwest U.S.
Role type
Senior Account Manager (ETF Sales)
Builds
PIMCO ETF products for wealth managers and financial advisors
Domain
Fixed Income / ETFs / Financial Services
Deliverable
product features
Required skills
Territory management, consultative sales, relationship building, financial advisory landscape knowledge, product expertise, compliance adherence, travel management
Preferred skills
CFA/CPA/MBA designations, broker-dealer home office experience, Series 7 and 63 licenses, clean U-4 record
Technologies
PIMCO platforms, investment themes, market strategies
Responsibilities
Exceed net and gross sales targets monthly/quarterly/annually, develop strategic territory business plans, identify and cultivate new partnerships with wealth managers, design and implement marketing and sales campaigns, represent PIMCO ETFs at industry conferences, provide feedback on product demand and sales trends
Seniority
Senior, hands-on IC
