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PIMCO · 1 week ago

ETF Account Manager – Southwest

Texas, United States

Full-time

Hybrid

Senior Level

$205K/yr - $240K/yr

5+ years exp

PIMCO is a global leader in active fixed income, seeking an Account Manager to join their U.S. Global Wealth Management team. This role involves driving sales performance with financial advisors and expanding PIMCO's ETF business in the Southwestern U.S.

BankingCrowdfundingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Drive territory performance by maximizing sales with financial advisor clients, consistently exceeding net and gross sales targets on a monthly, quarterly, and annual basis

Develop and execute a strategic territory business plan aligned with long-term goals and a consultative sales approach

Identify and cultivate new partnerships to expand PIMCO’s ETF business among wealth managers at broker-dealers, wirehouses, and RIAs

Design and implement marketing and sales campaigns to deepen engagement with existing partners and clients

Collaborate with GWM colleagues across sales to champion ETF-focused initiatives and navigate complex client relationships

Maintain deep expertise in PIMCO’s products, platforms, investment themes, market strategies, and policies

Represent PIMCO ETFs at industry conferences and client-facing events

Adhere to all travel, expense reimbursement, and activity reporting requirements in a timely and accurate manner

Uphold the highest standards of compliance with industry regulations, client firm policies, and PIMCO’s internal guidelines

Provide timely feedback to PIMCO leadership on product demand, sales trends, and client satisfaction

Qualification

ETF knowledgeSales expertiseClient engagementCFA certificationSeries 7 licenseSeries 63 licenseCommunication skillsRelationship buildingAdaptabilityOrganizational skills

Required

Bachelor's degree required; CFA, CPA, or MBA designations are a plus

Minimum of five (5) years of experience in ETF-related client-facing roles, business development, field sales, or similar functions

Established relationships with key prospects and clients within the Southwestern U.S. region

Proven success in territory management with a strong track record of meeting or exceeding sales quotas

Deep understanding of the ETF ecosystem and its dynamics

Solid background in financial services, with knowledge of investment trends and advisor practices

Entrepreneurial mindset with a passion for contributing to the growth of ETF distribution infrastructure

Excellent verbal and written communication skills for engaging partners, presenting sales materials, and conveying technical product information

Strong client engagement capabilities, with a history of building lasting relationships and achieving high client satisfaction

Active Series 7 and 63 licenses required

Clean U-4 record

Willingness to travel up to 90% of the time

Self-starter with the ability to thrive in a fast-paced, performance-driven environment

Preferred

Experience working with broker-dealer home office ETF contacts is preferred

Company

PIMCO

Glassdoor3.7

PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.

Founded in 1971

Newport Beach, California, USA

1001-5000 employees

http://www.pimco.com

H1B Sponsorship

PIMCO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (109)

2024 (101)

2023 (120)

2022 (149)

2021 (90)

2020 (69)