Account Manager, Strategic Accounts – RIA Aggregators

Position Description

The mission of PIMCO’s U.S. Global Wealth Management (GWM) group is to deliver industry-leading experiences for financial intermediaries and their individual investor clients, while making a significant contribution to PIMCO’s overall business success. U.S. GWM is responsible for business strategy and client coverage across a broad range of financial intermediaries, including RIAs, wirehouses, family offices, banks/brokerage firms, trust banks, platforms, and sub‑advisory relationships.

We are seeking an experienced Account Manager with established relationships in the RIA Aggregator space, to join the Strategic Accounts Group within GWM. Our team is dedicated to servicing the largest intermediary clients, including national and regional broker‑dealers and banks, global private banks, RIA aggregators, and platforms. We serve as strategic advisors, delivering highly customized investment solutions and services tailored to the unique needs of these key clients.

Success in this role is measured not only by sales and asset growth but also by the strength and depth of client relationships, client satisfaction, and the strategic alignment of PIMCO’s solutions with client objectives.

The Account Manager plays a critical role in supporting the channel’s growth and expansion efforts. A key responsibility is to advance the distribution of PIMCO’s strategies to RIA Aggregators by developing a deep understanding of client and prospect‑specific investment goals, helping them navigate complexity, and effectively communicating PIMCO’s capabilities. These strategies include Alternatives, Separately Managed Accounts (SMAs), Exchange‑Traded Funds (ETFs), Mutual Funds, and other investment structures.

This unique and dynamic business function requires partnership with all corners of the firm, including but not limited to the following teams:
Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, Operations.

• External Key Accounts:
  Build and maintain relationships with RIA aggregators. Key contacts will encompass research and diligence professionals, product management teams, business personnel, and operations staff.
• PIMCO Investment Professionals:
  Engage with a diverse group of professionals, including Account Managers in US GWM Strategic Accounts and US GWM Private Client Group, US GWM Alternatives Specialists, US GWM Field and Internal Sales teams, Alternatives Product Strategists, and Portfolio Managers.
• Other PIMCO Professionals:
  Collaborate effectively with teams across Legal & Compliance, Marketing, and Operations to ensure alignment and support for business initiatives.

• Drive sales across the full spectrum of PIMCO investment solutions by developing and managing strategic partnerships with RIA Aggregators.
• Educate prospects and clients on a broad range of investment strategies while building strong relationships across client organizations.
• Develop a deep understanding of client needs, organizational structures, business considerations, and industry trends to deliver client‑centric solutions.
• Coordinate and lead firm resources—including Portfolio Managers, Product & Solutions Strategists, Operations, Legal & Compliance, and Account Associates—to provide industry‑leading client service, solutions, and investment content.
• Oversee and manage account associates’ activities related to attribution analysis, report preparation, presentation development, and industry research.
• Maintain comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies.
• Clearly communicate the firm’s current economic outlook and portfolio strategy to clients and prospects.
• Contribute to the broader team and firm by sharing client insights, sales feedback, and best practices.
• Monitor the competitive landscape within the wealth management industry and develop strategies to position PIMCO for business growth.
• Travel as needed to attend client meetings, client‑related events, and industry conferences.
• Ensure timely compliance with all travel, expense reimbursement, and activity reporting requirements.
• Adhere to the highest…