Intermediary Account Manager - Growth Markets
Core
Drive growth of PIMCO's Separately Managed Account (SMA) business by delivering sales, service, and investment support to leading advisory clients.
Role type
Senior Intermediary Account Manager (Growth Markets)
Builds
SMA platform and client relationships
Domain
Asset Management / Fixed Income / Wealth Management
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 in SMA ecosystem
Technologies
N/A
Responsibilities
Build trusted client relationships through phone, email, screen sharing, and in-person meetings; Translate portfolio analysis and market developments into client-ready commentary; Partner with Account Managers to sell municipal and taxable investment offerings; Develop tailored support based on client business models and priorities; Provide marketing perspective, product information, and investment ideas; Take ownership of client segments to identify opportunities and drive growth
Seniority
Senior, hands-on IC