Intermediary Account Manager - Growth Markets
Core
Deliver exceptional sales, service, and investment support to PIMCO's largest advisory clients while accelerating the growth of the Separately Managed Account (SMA) platform.
Role type
Senior Intermediary Account Manager (Growth Markets)
Builds
PIMCO's 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
None stated
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 offerings; develop tailored support based on client business models; provide marketing perspective and investment ideas; take ownership of client segments to drive growth.
Seniority
Senior, hands-on IC