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PIMCO · 1 day ago

Account Manager, Retirement Sales (Northwest)

United States

Full-time

Remote

Senior Level

$205K/yr - $240K/yr

5+ years exp

PIMCO is a global leader in active fixed income, seeking an Account Manager for their Retirement Sales team focused on the U.S. retirement market. The role involves developing and servicing client relationships, increasing Defined Contribution assets, and providing sales support within the Northwest region of the United States.

BankingCrowdfundingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

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

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

Qualification

Retirement market expertiseClient relationship managementSales experienceFINRA Series 7 licenseFINRA Series 63 licenseDefined contribution solutionsResults-driven mindsetCommunication skillsOrganizational skillsAdaptabilityIntegrity

Required

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

Proven entrepreneurial mindset with a strong commitment to client service and excellence, capable of developing and deepening client relationships

Proven ability to establish and nurture strong relationships with clients and stakeholders

Exceptional verbal and written communication skills, emphasizing effective engagement with diverse audiences

Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities

Strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully

Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity

Your actions reflect high ethical standards and integrity, earning you credibility and trust

Intellectually curious and committed to professional development, staying informed about industry trends

Self-motivated and dedicated to achieving excellence, demonstrating attention to detail and accountability

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)