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Account Manager, Alternatives Investment Specialist; West Region

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: LGBT Great
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Analyst
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Account Manager, Alternatives Investment Specialist (West Region)

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk‑adjusted returns.

Since 1971, our people have shaped our organization through a high‑performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ - $

Position Description

We are open to considering candidates at various levels of expertise, and the salary range for this position will be commensurate with individual experience and qualifications.

Key Relationships
  • PIMCO investment professionals, including U.S. GWM Strategic Accounts AMs, U.S. GWM Alternative Specialists, U.S. GWM Field and Desk, PCG AMs, and Alternatives Product Strategists
  • Senior Leaders and Compliance Professionals
  • Advisor relationships at partner firms in collaboration with Field/PCG AMs
  • Centers of Influence (COIs) at partner firms, including AI Specialist teams
Responsibilities
  • Support a territory aligned with Field and PCG coverage, maintaining visibility, engagement, and delivering deeper product specialization to advisors and drive adoption of alternative investments across partner firms.
  • Serve as a subject matter expert on alternative investment strategies and structures, including private equity, real assets, private credit, hedge funds, and other private market solutions.
  • Develop and maintain a deep understanding of PIMCO’s alternative products, platforms, investment themes, and market strategies to effectively present offerings and respond to inquiries.
  • Stay current on investment trends, themes, competitive insights, impacting alternative investments and the broader financial markets.
  • Provide proactive, solution‑oriented feedback to internal stakeholders on product demand and sales trends to enhance the advisor experience and improve platform, product, and operational workflows.
  • Build strong partnerships with internal teams, including Product Strategy (PSG), Account Management, Sales Strategy, Marketing, Legal, Compliance, and Operational groups.
  • Maintain a “client‑first” mindset with a strong sense of urgency when responding to requests from both internal partners and external financial advisors.
  • Represent PIMCO at conferences, roadshows, and client‑facing events.
  • Monitor competitive landscape developments and share relevant insights with Sales Leadership and Product Strategy.
  • 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.
Qualifications
  • Bachelor’s degree required, preferably in Business, Finance, or Economics; CFA, CAIA, or MBA designations are a plus.
  • Minimum 10 years of experience in financial services in an alternatives‑focused, client‑facing role (e.g., specialist, business development, relationship management, field sales).
  • Deep knowledge of the alternatives landscape, including investment trends, advisor practices, platform dynamics, and wealth management processes.
  • Indepth familiarity with fixed income, private markets, and credit…
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