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 Support)
Builds
ETFs, Model Portfolios, and SMAs for the US Private Wealth marketplace
Domain
Fixed Income / Wealth Management
Deliverable
product features
Required skills
Sales data analysis, CRM proficiency, Financial market knowledge, Client relationship management, Project management, Analytical thinking
Preferred skills
Strategic thinking, Adaptability, Ethical judgment, Continuous learning
Technologies
CRM systems
Responsibilities
Generate outgoing sales activity and address client inquiries, Prepare meetings and manage CRM queries, Maintain pipeline and business reports, Collaborate with internal teams on education and content, Coordinate training programs
Seniority
Entry-level to Junior