Account Manager, Field Sales (Ft. Lauderdale to Vero Beach)

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking.  We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Role Summary

We are seeking an experienced Account Manager, Field Sales to join our U.S. Global Wealth Management (GWM) team. In this role, you will generate sales and cultivate relationships within a defined geographic territory across the full suite of PIMCO products. You will manage all aspects of the client relationship and drive sales across intermediary-driven channels—wirehouses, independent advisors, banks, regional broker-dealers, and RIAs. The Account Manager will provide expertise, manage a territory of Financial Advisors, and introduce PIMCO’s diverse investment strategies, building strong relationships and delivering results. The ideal candidate will possess superior consultative sales and relationship-building skills, a thorough understanding of PIMCO’s products and services, and an advanced understanding of the financial advisory business.

This opportunity covers Florida’s East Coast, specifically the Ft. Lauderdale to Vero Beach corridor, across all channels.

Responsibilities

• Maximize territory performance and drive sales with financial advisor clients to achieve and surpass net and gross sales targets for the assigned territory on a monthly, quarterly, and annual basis.

• Collaborate with the Divisional Sales Manager to develop, execute, and achieve a strategic territory business plan that aligns with the principles of a long-term perspective and a consultative sales approach.

• Maintain 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.

• Create a travel schedule that optimizes coverage in the designated territory to achieve all sales and activity metrics.

• Schedule, conduct, and follow-up on activities based on agreed upon goals, including group sessions, one on one, meetings, educational seminars, and client entertainment. 

• Implement effective client segmentation and a service model that facilitates regular contact with top clients and prospects.

• Build productive working relationships with product managers, portfolio managers, and other specialists across PIMCO to deliver the right resources to the right clients at the right time.

• Establish and maintain productive working relationships with key regional COIs across our top partner firms. 

• Comply with all travel and expense reimbursement and activity reporting in a timely manner.

Support PIMCO Business Objectives

• 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.

Qualifications

• Minimum of a bachelor’s degree required.  CIMA, CAIA, CFA designations, and/or an MBA are a plus.

• Minimum five (5) years of experience in an external client-facing role, such as business development or field sales, along with a robust network of established relationships with financial advisors within Florida’s East Coast market, specifically the Ft. Lauderdale to Vero Beach corridor.

• Possession of FINRA Series 7 and 63 licenses. 

• Strong territory management skills and demonstrated track record meeting sales quotas. 

• Proven entrepreneurial mindset with a strong commitment to client service an