Divisional Sales Manager, Western Region
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-17
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Management
Business Management, Corporate Strategy
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.
PositionDescription
We are seeking a Divisional Sales Manager (DSM) to oversee and lead our West region. DSMs provide direct regulatory supervision and management responsibility of Field Account Managers ("AMs") in their region and partner closely with Internal Sales Account Associates to drive sales and retention among financial advisors in their territories. Our DSMs are strong leaders with a deep understanding of PIMCO's products and services, advanced knowledge of the wealth management industry, and extensive experience in field sales and service.
LocationNewport Beach, CA
ResponsibilitiesAchieve Key Performance Metrics
Primary responsibility is to drive strategically important business initiatives across the firm's mutual fund, ETF, SMA, Alts and Models growth objectives. This includes working with the Field AMs and stakeholders across the organization to develop business plans and keep the team on track to achieve individual territory goals. Business plans and goals are specific, measurable and actionable and for the purposes of monitoring progress.
Supervise, Develop and Motivate Divisional Sales Force
Develop a high-performance divisional team focused on achieving sales results, keeping a long-term business perspective, and maintaining a consultative approach.
Take a top-down approach to uncovering opportunities for AMs at partner firms and seek to remove obstacles to success.
Field travel with each AM is a key component of both AM development and supervision:
Each DSM is a Series 24 Registered Principal and assumes ongoing supervisory responsibility for Field AMs.
DSMs will travel with Field AMs 2-4 times per year for 1-2 days at a time. This travel allows for coaching, training and ensures consistency of message while satisfying supervisory requirements.
Travel further ensures that the DSM is a conduit to sharing feedback across GWM key stakeholders and has a first-hand understanding of clients/needs and concerns as they evolve.
The DSM must also conduct AC home office reviews to ensure compliance standards.
Create and implement internal training and best practices within the division.
Maintain weekly contact via phone, email and conference calls with Field AMs.
Conduct annual divisional meetings to train and educate Field AMs.
Perform annual written reviews and quarterly updates with Field AMs that evaluate performance objectives and core competencies.
Record and file details of ongoing issues, problems or concerns with each Field AM within their division.
Recruit, develop and retain talented professionals within their divisions.
Manage the Division's Relationships with Key Stakeholders
Each DSM serves as the central point of communication between the GWM leadership team, Marketing, Product Strategy Group (PSG), Strategic Accounts, Defined Contributions, and Growth Market Teams - Alternatives, ETFs, Models and SMAs. Importantly, each DSM is responsible for balancing the needs of key stakeholders when aligning resources in the field, particularly as it pertains to driving business KPI's, sales campaigns, roadshows, PM/PSG travel and cross-channel partnerships.
Build Relationships with Partner Firms
DSMs are responsible for partnering with National, Independent, Bank and…
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