Account Manager, Strategic Accounts – RIA Aggregators
Core
Strategic Account Manager driving sales and strategic partnerships for PIMCO's investment solutions (Alternatives, SMAs, ETFs, Mutual Funds) with RIA Aggregators.
Role type
Senior IC Account Manager (Strategic Accounts)
Builds
Customized investment solutions and services for RIA Aggregators
Domain
Fixed Income / Wealth Management / Financial Intermediaries
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
RIA Aggregator relationships, strategic account management, sales of investment solutions, client needs analysis, cross-functional collaboration, compliance knowledge, competitive landscape monitoring, travel management
Preferred skills
CFA or CAIA designation, advanced degree, deep fixed income investing knowledge
Technologies
N/A
Responsibilities
Drive sales across PIMCO investment solutions by developing strategic partnerships with RIA Aggregators; Educate prospects on investment strategies; Coordinate firm resources (Portfolio Managers, Legal, Operations) for client service; Oversee account associates' activities; Monitor competitive landscape; Travel for client meetings and conferences
Seniority
Senior, hands-on IC
