Account Associate – US GWM Growth Markets; Sales

Position: Account Associate – US GWM Growth Markets (Sales)
Location: Northern

## Account Associate – US GWM Growth Markets (Sales)
Apply:
New York, NY USA:
Full time:
Posted Today:
R106539

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.
** Position Description
** We are seeking an Account Associate to support the Growth Markets Account Managers in business development and investor relations for PIMCO’s Growth Markets investment products: ETFs, Model Portfolios, and SMAs for the US Private Wealth marketplace. In this role, you will be a key resource both internally and externally, generating outgoing sales activity and addressing inquiries related to these products from GWM clients from home office research teams and business professionals.

Your responsibilities will include supporting our Growth Markets Account Managers, acting as the subject matter expert for our US Global Wealth Management (GWM) Account Managers and Account Associates. You will collaborate closely in servicing existing advisors, educating advisors, and supporting new business initiatives. A crucial success factor for this role is the ability to confidently interact with senior leadership across various departments including GWM, Portfolio Management and Product Strategy.

Legal, Operations, and offshore client-facing teams.

Additional responsibilities encompass preparing for meetings, managing CRM queries, maintaining pipeline and business reports, and undertaking special projects to support our Growth Markets businesses broadly.
** Responsibilities
* * The key responsibilities include, but are not limited to:
* Stay Informed and Passionate:
Maintain a strong passion for and stay updated on financial markets, the global economic environment, asset allocation, investment vehicles, and the broader financial services industry.
* Support Key Stakeholders:
Assist in advancing the priorities of our Growth Markets Account Managers.
* Deliver Timely Support:
Offer timely assistance to Account Managers through competitive analysis, client reports, marketing collateral, and follow-up with advisors and clients.
* Engage with Internal Teams:
Partner with and support AM internal teams by actively participating in meetings, representing the Growth Markets team, and delivering timely updates, education, and content. Keep the team informed about AM focus goals and internal initiatives.
* Manage Sales Data Reports:
Oversee the management of ETF/ Model Portfolios / SMA sales analytics, such as running monthly leads lists for PCG/Field Sales, prospective sales campaigns, and collaborate with internal database teams to streamline processes.
* Produce Internal Communications:
Assist the team in creating and distributing internal communications.
* Coordinate Training Programs:
Help organize AM/AA training sessions and preparation of presentation materials.
* Contribute to Team Success:
Actively participate in department meetings, engage with…