Account Manager, Alternatives Investment Specialist (West Region)
Core
Subject matter expert supporting Field Sales and Private Client Group Account Managers to scale PIMCO's alternatives distribution strategy in the West Region by educating advisors on alternative products and driving adoption.
Role type
Senior IC Alternative Investments Specialist (Sales Support)
Builds
Advisor adoption of alternative investment products (private equity, real assets, private credit, hedge funds) across Wirehouse, Independent Broker-Dealer, and RIA channels.
Domain
Wealth Management / Alternative Investments
Deliverable
product features
Required skills
deep alternatives expertise, sales experience, client engagement, presentation skills, territory management, regulatory compliance knowledge
Preferred skills
CFA, CAIA, or MBA designations, Series 7/3/63 licenses
Technologies
N/A
Responsibilities
Deliver education and support to alternatives-focused advisors, prospect and onboard new alternative-capable relationships, drive key business development and adoption metrics, represent PIMCO at conferences and roadshows, monitor competitive landscape developments, adhere to travel and expense reporting requirements.
Seniority
Senior, hands-on IC