ETF Account Manager

Company: PIMCO
Location: Newport Beach
Posted on: October 15, 2020

Job Description:

GENERAL INFORMATION

Employee Type: Full Time

Location: Flexible - US

Date published: 23-Sep-2020

ABOUT US:

We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $1.91 trillion in assets for clients around the world. PIMCO has over 2,800 employees in 17 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO is one of the world s premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.

POSITION DESCRIPTION:

PIMCO's US Global Wealth Management (GWM) division is looking for an ETF Platform Account Manager to join PIMCO's ETF distribution team. PIMCO currently manages over $24B across 16 ETFs in the US and is an innovator and market leader in active fixed income ETFs. As the premier active fixed income manager inthe world, PIMCO is committed to growing its ETF business and being a dominant player in the active fixed income ETF market. This is an opportunity to join an entrepreneurial team in the early stages of expanding PIMCO's already successful ETF franchise.

The ETF Account Manager will focus on platform and model sales within the US wealth market. More specifically, the ideal candidate will be responsible for growing PIMCO's ETF business by focusing on TAMPs, home office model portfolios, and new strategic partnerships. In addition to being responsible for generating sales both directly and through collaboration with PIMCO's existing distribution team, the ideal candidate will also be pivotal in the development of PIMCO's evolving distribution system. As such, the candidate must be a true team player with superior sales skills, ETF expertise, strong ability to collaborate, and an advanced understanding of the evolving financial advisory business.

Location: Austin, NYC or Newport Beach (possible potential for remote as well)

Responsibilities:

* Join an entrepreneurial, team-focused, distribution effort charged with growing PIMCO's ETF business

* Identify and establish new partnerships to grow PIMCO's ETF model business with TAMPs, Broker/Dealers, FinTech/Digital platforms and Commercial RIAs

* Work with existing and new strategic account relationships to focus on PIMCO ETF allocations in home office models

* Build marketing and sales campaigns to drive PIMCO ETF models business with existing partners and clients

* Partner with GWM colleagues across sales, strategic accounts, models, etc. to advocate for ETF-focused initiatives while navigating complex relationships

* Maintain in-depth knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies

* Represent PIMCO ETFs at industry and client events

* Comply with all travel and expense reimbursement and detailed activity reporting in a timely manner

* Maintain highest level of compliance with all industry, client firm, and PIMCO regulations

POSITION REQUIREMENTS:

* Bachelors degree required

* Excellent communication skills

* Series 7, 63, and 65 licenses required

* Minimum of 5 years in an ETF client facing role (external/hybrid)

* Industry designations (ex. CFA, CPA) and/or MBA and plus

* Clean U-4

* Significant travel is required

* Broker/dealer home office ETF contact a plus

Skills:

* Excellent partnership and relationships building skills

* Extensive knowledge of the ETF ecosystem

* Thorough knowledge of the TAMP and model landscape

* Existing relationships with key prospects and clients

* Entrepreneurial mindset with desire to help build the distribution infrastructure for a growing ETF business

* Self-starter, ability to work within the firm's demanding and highly focused environment

BENEFITS:

PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include:

* Medical, dental, and vision coverage

* Life insurance and travel coverage

* 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment

* Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs

* Community involvement opportunities with The PIMCO Foundation in each PIMCO office

Keywords: PIMCO, Newport Beach , ETF Account Manager, Executive , Newport Beach, California