Education Consultant
PIMCO
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $175,000 - $240,000 per year
Job Level
SeniorLead
About the role
- Represent PIMCO’s Advisor Education program through thought leadership and educational delivery at industry events, conferences, and advisor sessions, reinforcing the firm’s value proposition.
- Understand financial advisor needs and collaborate with U.S. GWM teams (Field Sales, Strategic Accounts, Sales Strategy) to design and expand programs that drive engagement and loyalty.
- Identify, research, and develop thought leadership and educational content on practice management, wealth planning, tax strategies, and investment consulting.
- Partner with subject-matter experts to create impactful programs advisors can leverage for business growth, investment insight, and deeper partnerships with PIMCO.
- Build and maintain a robust library of timely, digestible, and actionable content for advisors and internal sales teams, including training materials.
- Deliver content through webinars, in-person presentations, and consultations; confidently present to large audiences at national and regional events.
- Support strategic partnerships by tailoring educational programs to meet diverse advisor needs—from new entrants to seasoned professionals.
- Collaborate with Strategic Accounts team to implement Advisor Education content across partner firms.
- Participate in internal and external communications to promote program adoption and engagement.
- Provide training and consultation support for Account Managers; participate in AM consults, divisional calls, and internal platforms.
- Support relationships with key clients via investor sessions when appropriate.
- Exhibit broad-ranging knowledge of market-relevant, finance-related topics and work with internal and external partners to develop an industry-leading program.
- Help drive business objectives by building programs aligned with strategic goals and advisor growth opportunities.
Requirements
- Minimum of a bachelor’s degree; advanced certifications (CFP, CIMA, CPWA, CFA) strongly preferred.
- 10+ years of experience in the financial services industry.
- Recognized credibility and thought leadership within the wealth management space.
- Proven experience developing successful practice management, financial planning, and investment consulting educational content.
- Broad and deep knowledge of market-relevant topics, including wealth planning, tax strategies, investment consulting, and advisor practice management.
- Strong writing and content development skills; ability to simplify complex concepts into actionable insights.
- Demonstrated ability to confidently present to large audiences, including industry conferences.
- Knowledge of financial advisor and RIA landscape.
- Proven ability to collaborate cross-functionally with sales teams and subject-matter experts.
- Flexibility and adaptability to meet diverse advisor needs and evolving market conditions.
- Ability to travel up to 50% for conferences, events, and client meetings.
- Exceptional interpersonal and presentation skills.
- Comfort with virtual delivery platforms and digital engagement tools.
- Strong strategic thinking and business acumen.
Benefits
- PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment consultingpractice managementcontent developmenttax strategieswealth planningeducational program designstrategic partnershipsbusiness growthadvisor engagement
Soft skills
thought leadershipstrong writing skillspresentation skillsinterpersonal skillscollaborationflexibilityadaptabilitystrategic thinkingbusiness acumencommunication
Certifications
CFPCIMACPWACFA