Account Manager, Retirement Sales (Southwest)

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

The Retirement/Defined Contribution Distribution business within PIMCO is responsible for developing, servicing, and growing assets under management within the U.S. retirement market. The Retirement Sales team (RST) focuses primarily on the Defined Contribution (401(k), Defined Benefit, 457, 403(b), profit-sharing plans) segments of the retirement market, providing sales expertise and specialized product support for various management affiliates and a variety of distribution channels.

 

We are seeking an Account Manager, Retirement Sales with established industry contacts and strong relationships with advisors, consultants, and platform providers in the Southwest region of the US, to join our RST.  In this role, you will work closely with members of both the Retirement and Retail Distribution teams, directing a broad range of territory-specific discussions, sales, and ongoing client servicing initiatives.  This position will focus on the Southwest Region of the United States, including Southern CA, Southern NV, HI, AZ, and NM.  

 

You will leverage your expertise in retirement markets to support and grow Defined Contribution assets under management, focusing on core investment options and target date strategies. You will collaborate with key retirement advisors and consultants, providing ongoing sales support and developing new relationships within the assigned territory. Additionally, you will analyze industry data to enhance product positioning and create effective sales tools.

 

General responsibilities include coordinating retirement messages and positioning investment solutions, managing territory sales, and maintaining relationships. A thorough understanding of the changing retirement market is critical to success.

 

Responsibilities

The key responsibilities include, but are not limited to:

• Stay informed on the latest trends in retirement markets and understand how PIMCO investment solutions meet specific retirement plan needs.
• Collaborate with key retirement advisors to increase Defined Contribution assets under management, focusing on core investment options and target date strategies.
• Provide continuous sales support for key distribution platforms and retirement specialists within the territory.
• Build and maintain relationships with small to mid-sized DC-focused consultants.
• Assist retail wholesalers in developing new retirement advisors.
• Analyze industry and portfolio data to support competitive analyses, product positioning, and the creation of sales tools.
• Develop and maintain a pipeline of specific retirement opportunities within the Southwest region.
• Develop comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies of our clients and partner firms.
• Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements.
• Comply with all travel and expense reimbursement and activity reporting in a timely manner.

 

Support PIMCO Business Objectives

• Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction. 
• Seek opportunities to contribute to PIMCO beyond the daily remit of your role, strive to be an exceptional colleague.
• Represent PIMCO as needed at national, regional, and local conferences and training events.
• Fully embrace and seek professional development and educational opportunities sponsored by PIMCO.

 

Position Requirements

• Minimum of a bachelor’s degree required. 
• Minimum of five (5) years of experience in an external client-facing sales or business development role in the retirement industry.
• Strong network established industry contacts and established advisor/consultant and platform provider relationships in the Southwest region of the US. 
• Possession of FINRA Series 7 and 63 licenses is required.  Series 3 must be obtained within the first six (6) months of employment.
• In-depth knowledge of the retirement market, including capital markets and defined contribution investment solutions.
• Proven entrepreneurial mindset with a strong commitment to client service and excellence, capable of developing and deepening client relationships.

 

Professional Skills Requirements

• Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional verbal and written communication skills, emphasizing effective engagement with diverse audiences. Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment.
• Exceptional Organizational Skills and Resourcefulness: Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully. You think strategically, navigate ambiguity, and proactively advance projects and initiatives.
• Adaptability and Collaboration: Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity. You build positive relationships and collaborate effectively across diverse teams. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully.
• Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. You are intellectually curious and committed to professional development, staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence.
• Results-Driven: Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry.

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: $ 205,000.00 - $ 240,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.