5 дней назад
Intermediary Account Manager (Growth Markets)
265 000 - 305 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Intermediary Account Manager (Growth Markets) (Asset Management/Fixed Income): Expanding PIMCO's Separately Managed Account platform by supporting advisory clients, positioning investment offerings, and translating portfolio and market analysis into actionable client insights with an accent on fixed income expertise, sales support, and relationship management. Focus on analyzing portfolios, developing client-ready reports, identifying growth opportunities, and leading client engagement across territory travel, conferences, and due diligence meetings.
Location: New York, NY, USA
Salary: $265,000–$305,000 base salary, plus discretionary bonus
Company
Global investment solutions provider specializing in active fixed income across public and private markets.
What you will do
- Support the expansion of the Separately Managed Account platform and deepen relationships with advisory clients.
- Build trusted client relationships through calls, email, screen sharing, in-person meetings, territory travel, conferences, and due diligence engagements.
- Translate portfolio analysis, market developments, and economic trends into clear client and prospect commentary.
- Partner with Account Managers to position, sell, and support municipal and taxable investment offerings.
- Review trends, analyze portfolios, and develop client-ready reports, marketing perspectives, investment ideas, and sales support.
- Own designated client segments, identify opportunities, shape strategy, and drive growth.
Requirements
- Bachelor’s degree from an accredited four-year institution; finance, economics, mathematics, computer science, or a related field is valued.
- 10+ years of relevant experience in asset management or wealth management.
- Strong knowledge of investment markets, asset allocation, investment vehicles, and financial services, or the ability to learn ’s platform quickly.
- Excellent verbal and written communication, interpersonal, relationship-building, judgment, and follow-through skills.
- Willingness to travel 25–50% of the time.
- FINRA Series 7 and Series 63 licenses required.
Nice to have
- CFA designation and/or MBA.
- Experience working with key partners in the Separately Managed Account ecosystem.
Culture & Benefits
- High-performance, inclusive culture centered on collaboration, openness, responsibility, and excellence.
- Total compensation includes a fixed base salary and a discretionary performance-based bonus.
- Opportunity to contribute to a rapidly growing business and help shape its next phase.
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