PIMCO · 7 hours ago
Account Manager, Alternatives Investment Specialist (West Region)
Newport Beach, CA
Full-time
Onsite
Senior Level, Lead/Staff
$205K/yr - $240K/yr
10+ years expPIMCO is a global leader in active fixed income with expertise across public and private markets. They are seeking an experienced Alternative Investments Specialist to join the U.S. Global Wealth Management team, focusing on scaling PIMCO’s alternatives distribution strategy in the West Region.
BankingCrowdfundingFinancial ServicesVenture Capital
Responsibilities
Support a territory aligned with Field and PCG coverage, maintaining visibility, engagement, and delivering deeper product specialization to advisors and drive adoption of alternative investments across partner firms
Serve as a subject matter expert on alternative investment strategies and structures, including private equity, real assets, private credit, hedge funds, and other private market solutions
Develop and maintain a deep understanding of PIMCO’s alternative products, platforms, investment themes, and market strategies to effectively present offerings and respond to inquiries
Stay current on investment trends, themes, competitive insights, impacting alternative investments and the broader financial markets
Provide proactive, solution-oriented feedback to internal stakeholders on product demand and sales trends to enhance the advisor experience and improve platform, product, and operational workflows
Build strong partnerships with internal teams, including Product Strategy (PSG), Account Management, Sales Strategy, Marketing, Legal, Compliance, and Operational groups
Maintain a “client‑first” mindset with a strong sense of urgency when responding to requests from both internal partners and external financial advisors
Represent PIMCO at conferences, roadshows, and client‑facing events
Monitor competitive landscape developments and share relevant insights with Sales Leadership and Product Strategy
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
Qualification
Required
Bachelor's degree required, preferably in Business, Finance, or Economics; CFA, CAIA, or MBA designations are a plus
Minimum 10 years of experience in financial services in an alternatives‑focused, client‑facing role (e.g., specialist, business development, relationship management, field sales)
Deep knowledge of the alternatives landscape, including investment trends, advisor practices, platform dynamics, and wealth management processes
In‑depth familiarity with fixed income, private markets, and credit markets, including strategy types and product structures
Proven ability to present alternative investment strategies and respond to complex questions
Experience supporting and collaborating closely with field and sales teams within a territory‑coverage model
Strong understanding of how advisors evaluate, access, and transact in alternative investments
Strong client‑engagement capabilities, with a history of building lasting relationships and achieving high client satisfaction within the wealth management channel (RIAs, IBDs, and wirehouses)
Possession of Series 7, 3, and 63 licenses, or ability to obtain within 90 days of employment; clean U‑4 required
Outstanding verbal and written communication skills, including the ability to present technical product information clearly
Willingness to travel up to 60%
Entrepreneurial mindset with a passion for contributing to the growth of alternatives distribution infrastructure
Proven ability to build strong, trust‑based relationships with clients and internal partners; sound judgment under pressure
Thrives in dynamic environments; strong teamwork orientation and ability to navigate ambiguity effectively
Exceptional project management, problem‑solving skills, and ability to manage multiple initiatives simultaneously
Clear, confident communicator with strong presentation skills and ability to simplify complex topics
High ethical standards, intellectual curiosity, and commitment to staying current on industry and product trends
Self‑motivated, accountable, and driven to achieve high standards of performance and client satisfaction
Company
PIMCO
PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.
1001-5000 employees
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)
Funding
Current Stage
Late StageLeadership Team
John Lane
Global CFO - Alternatives
Hosein Yeh
Senior Vice President, Business Strategy & Analytics, U.S. GWM
Recent News
2026-01-25
GlobeNewswire
2026-01-16
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