PIMCO

Account Manager – Retirement Sales

PIMCO

full-time

Posted on:

Location Type: Remote

Location: Alaska • California • United States

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Salary

💰 $205,000 - $240,000 per year

About the role

  • Stay informed on the latest trends in retirement markets and understand how PIMCO investment solutions meet specific retirement plan needs.
  • Collaborate with key retirement advisors to increase Defined Contribution assets under management, focusing on core investment options and target date strategies.
  • Provide continuous sales support for key distribution platforms and retirement specialists within the territory.
  • Build and maintain relationships with small to mid-sized DC-focused consultants.
  • Assist retail wholesalers in developing new retirement advisors.
  • Analyze industry and portfolio data to support competitive analyses, product positioning, and the creation of sales tools.
  • Develop and maintain a pipeline of specific retirement opportunities within the Northwest region.
  • Develop comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies of our clients and partner firms.
  • Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements.
  • Comply with all travel and expense reimbursement and activity reporting in a timely manner.
  • Support PIMCO Business Objectives.
  • Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.
  • Seek opportunities to contribute to PIMCO beyond the daily remit of your role, strive to be an exceptional colleague.
  • Represent PIMCO as needed at national, regional, and local conferences and training events.
  • Fully embrace and seek professional development and educational opportunities sponsored by PIMCO.

Requirements

  • Minimum of a bachelor’s degree required.
  • Minimum of five (5) years of experience in an external client-facing sales or business development role in the retirement industry.
  • Strong network established industry contacts and established advisor/consultant and platform provider relationships in the Northwest region of the US.
  • Possession of FINRA Series 7 and 63 licenses is required.
  • Series 3 must be obtained within the first six (6) months of employment.
  • In-depth knowledge of the retirement market, including capital markets and defined contribution investment solutions.
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Professional development opportunities
  • Paid time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
sales supportcompetitive analysisproduct positioningpipeline developmentdata analysiscompliance adherenceretirement investment solutionsdefined contribution strategiesclient satisfaction analysisprofessional development
Soft skills
relationship buildingcollaborationcommunicationnetworkingfeedback provisioninitiativeteamworkproblem-solvingadaptabilityclient-facing
Certifications
FINRA Series 7FINRA Series 63FINRA Series 3