Senior Vice President, Defined Contribution Solutions Strategist

• Manage, enhance, and further develop PIMCO’s suite of defined contribution investment strategies
• Identify demand for new solutions and enhancements to existing offerings
• Develop positioning, investment narratives, and go-to-market strategies
• Work with plan sponsors, consultants, advisors, and retirement stakeholders to assess investment needs and recommend solutions
• Deliver DC expertise and communicate perspectives on plan design, participant outcomes, and retirement investing
• Partner with Product Strategy, Portfolio Management, Marketing, Account Management, Corporate Retirement, and Consultant Relations teams
• Serve as a subject matter expert for PIMCO’s DC platform
• Support client retention and growth efforts
• Collaborate with investment professionals, Client Relationship Managers, and Portfolio Managers
• Develop client-facing presentations, white papers, educational content, and thought leadership publications
• Collaborate on PIMCO’s annual DC consulting study and present findings
• Represent PIMCO at industry conferences, client events, and forums
• Participate in research projects related to retirement markets, industry trends, and emerging opportunities
• Provide internal support on DC, retirement income, and retirement solutions topics
• Provide forward-looking insights on investor demand, competitors, and DC market trends

• Minimum of a bachelor’s degree required
• Minimum 8 years of experience in the institutional DC space within asset management, institutional sales, relationship management, client management, consultant relations, business development, or a related field
• Experience developing, managing, positioning and/or commercializing investment solutions and products for the U.S. DC market
• Experience with target date funds, retirement income strategies, active fixed income solutions and other core menu offerings
• Deep understanding of the competitive landscape across the DC product ecosystem
• Strong knowledge of the institutional and advisor-led DC landscape
• Strong consultative sales skills and commercial mindset
• Deep knowledge of DC trends, plan design and mechanics, investment vehicles, capital markets, and economics
• Strong relationship-building skills
• Excellent communication and presentation skills
• Ability to prioritize opportunities, manage multiple client relationships, and execute against ambitious business objectives
• Commitment to professionalism, ethics, and integrity
• Ability to operate in a fast-paced, highly collaborative environment and work effectively across global and cross-functional teams
• Self-starter with personal accountability, sound judgment, intellectual curiosity, and results-oriented mindset
• Ability to leverage data, technology, and AI-enabled tools
• Active FINRA Series 7, 63, and 3 licenses required
• CFA designation, MBA, or other advanced degree is desirable

Demonstrates expertise in developing and managing defined contribution investment strategies, with a strong focus on client relationship management and consultative sales. Proficient in leveraging data and technology to enhance investment solutions and drive business growth in the retirement market.

• Defined Contribution Investment Strategies
• Client Relationship Management
• Consultative Sales Skills
• Investment Solutions Development
• Active FINRA Series 7, 63, and 3 Licenses

• Investment Solutions Development
• Target Date Funds
• Retirement Income Strategies
• Active Fixed Income Solutions
• Plan Design Mechanics
• Capital Markets Knowledge
• DC Market Trends
• Commercialization of Investment Products
• Data Analysis
• Market Research

• Strong Relationship-Building Skills
• Excellent Communication Skills
• Presentation Skills
• Results-Oriented Mindset
• Intellectual Curiosity

• Active FINRA Series 7 License
• Active FINRA Series 63 License
• Active FINRA Series 3 License
• CFA Designation
• MBA or Other Advanced Degree

• Institutional DC Space
• Asset Management
• Consultant Relations
• Retirement Solutions
• Investment Vehicles
• Client Retention
• Market Positioning
• Investment Narratives
• Cross-Functional Collaboration
• Industry Trends

• AI-Enabled Tools
• Data Analytics Tools