Account Manager, Private Client Group; PCG; Upper Midwest

Position Description

We are seeking to hire an experienced sales professional to join the firm’s Private Client Group (PCG), within the U.S. Global Wealth Management (GWM) business, to cover the Upper Midwest Region. Our US GWM team is comprised of client-facing professionals responsible for contributing to the firm’s success with financial advisors and financial intermediaries. We represent PIMCO to our clients and prospective clients, delivering investment solutions that leverage PIMCO’s position as a premier fixed‑income investment manager.

PCG focuses on fostering, growing, and strengthening relationships with sophisticated financial advisors, registered investment advisors (RIAs), multi‑family offices, bank trusts, and regional centers of influence by delivering the firm’s full breadth of thought leadership and investment solutions.

A key responsibility of this role is to advance the distribution of the firm’s strategies to PCG clients by developing a deep understanding of client/prospect‑specific investment goals, facilitating their ability to navigate complexity, and effectively communicating PIMCO’s capabilities. Strategies include alternatives, separately managed accounts (SMAs), exchange‑traded funds (ETFs), mutual funds, and other structures.

Austin, TX (preferably), Wisconsin, Illinois, Michigan, Missouri, Indiana, Iowa, or Ohio

• Articulate PIMCO’s macro views on world markets to large RIAs and multi‑family offices while adopting a client‑centric mindset approach to sell PIMCO’s suite of solutions to this high‑value audience.

• Maintain comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies.

• Provide thought leadership in identifying new business opportunities and supporting strategic initiatives to enhance the firm’s presence in wealth management, particularly among RIAs and multi‑family offices.

• Collaborate with other professionals and specialists at the firm (SMAs, ETFs, PM, and business leadership) to further PIMCO’s and GWM’s goal, showcasing the full breadth and depth of PIMCO’s capabilities to this sophisticated client group.

• Cultivate and strengthen relationships to support business development efforts.

• Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to legislative and regulatory requirements.

• Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction as appropriate.

• Bachelor’s degree required. A CFA or MBA is desirable.

• Minimum of 5 years of experience in sales or business development within asset management or wealth management.

• Established relationships in the Upper Midwest Region are desirable.

• Proven ability to develop, monetize, and maintain strong relationships with sophisticated buyers.

• Successful track record of managing relationships with financial advisors, RIAs, multi‑family offices, and other financial intermediaries, including experience in selling complex solutions to these clients or other sophisticated investors. Institutional, single‑family office, or distributor/platform experience will also be considered.

• Possession of FINRA Series 7, 3, and 63 licenses and other applicable licenses (or ability to obtain within three (3) months of employment).

• Strong understanding of fixed‑income investment strategies, including alternatives such as commercial real‑estate and public/private credit, SMAs, ETFs, and mutual funds.

• Excellent knowledge of alternative sales processes, investment strategies, and portfolio management.

• Exceptional verbal communication and presentation skills to engage key partners, present sales materials, and convey technical product information and complex investment concepts effectively.

• Demonstrated exceptional client engagement skills and an entrepreneurial mindset, consistently achieving high levels of client satisfaction while building strong, lasting relationships.

• Strong analytical skills to assess client needs and tailor investment solutions accordingly.

• Willingness to travel extensively throughout the United States.