PIMCO · 4 weeks ago
Account Manager, Retirement Sales (Northwest)
United States
Full-time
Remote
Senior Level
$205K/yr - $240K/yr
5+ years expPIMCO is a global leader in active fixed income with deep expertise across public and private markets. They are seeking an Account Manager for their Retirement Sales team to develop, service, and grow assets under management within the U.S. retirement market, focusing on the Defined Contribution segments.
BankingCrowdfundingFinancial ServicesVenture Capital
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
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
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
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2026-01-16
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