Model Sales and Strategy Lead
$265,000–$360,000 year
On-siteNew York City, New York, United States or Newport Beach, California, United States
Job Summary
Define and execute the U.S. GWM Model Portfolio strategy, including product roadmap, investment line-up, positioning, and go-to-market priorities. Establish clear platform distribution strategies across wirehouses, broker-dealers, RIAs, banks, and aggregators while driving asset growth through enterprise partnerships. Build scalable coverage models with Sales and Specialists teams, partnering with Portfolio Management on model construction and design. Lead strategic partnerships with UMA/overlay providers and negotiate commercial terms. Design business reporting and analytics to translate insights into actionable recommendations for disciplined capital allocation. Support PIMCO's model solutions with platforms, advisors, and industry partners.
Required Qualifications
- 10+ years of relevant experience in model portfolios, multi-asset solutions, intermediary distribution, product management, or related roles within asset management, wealth platforms, or investment consulting
- Deep understanding of the U.S. wealth business (UMA/SMAs, TAMPs, asset management vehicles, home-office platforms)
- Demonstrated success driving business growth through enterprise partnerships, platform relationships, and cross-functional execution
- Strong investment acumen and ability to engage credibly with Portfolio Management and Client Solutions and Analytics on construction, risk, and performance
- Proven leadership experience and ability to influence and execute across a matrixed organization
- Excellent executive communication skills (written, verbal, and presentation) with the ability to simplify and tailor complex topics for diverse audiences
- Bachelor's degree required
- Knowledge of fixed income, multi-sector credit, and income-oriented portfolio construction
- Familiarity with ETF and mutual fund implementation
- Proven ability to partner with Legal/Compliance on marketing, disclosures, and platform requirements
- Experience partnering with technology teams and vendors to improve model delivery, data/reporting, or advisor experience
Desired Qualifications
- MBA and or CFA preferred
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