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PIMCOPosted 1 month ago

Account Manager, ETF Sales (West Region)

$205,000–$240,000 year

On-siteNewport Beach, California, United States

Full TimeSenior LevelLarge

Job Summary

Drive territory performance by maximizing sales with financial advisor clients, consistently exceeding net and gross sales targets on a monthly, quarterly, and annual basis. Develop and execute a strategic territory business plan aligned with long-term goals and a consultative sales approach. Identify and cultivate new partnerships to expand PIMCO's ETF business among wealth managers at broker-dealers, wirehouses, and RIAs. Design and implement marketing and sales campaigns to deepen engagement with existing partners and clients. Collaborate with GWM colleagues across sales to champion ETF-focused initiatives and navigate complex client relationships. Maintain deep expertise in PIMCO's products, platforms, investment themes, market strategies, and policies. Represent PIMCO ETFs at industry conferences and client-facing events. 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. Provide timely feedback to PIMCO leadership on product demand, sales trends, and client satisfaction.

Required Qualifications

  • Bachelor's degree
  • Minimum of five (5) years of experience in ETF-related client-facing roles, business development, field sales, or similar functions
  • Active Series 7 and 63 licenses
  • Clean U-4 record
  • Willingness to travel up to 90% of the time

Desired Qualifications

  • CFA, CPA, or MBA designations
  • Established relationships with key prospects and clients within the West Coast of the U.S.
  • Experience working with broker-dealer home office ETF contacts

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