PIMCO
Through changing markets & changing times, PIMCO has been a global leader in active fixed income for 50+ years.
ETF Account Manager
Location
Texas
Posted
131 days ago
Salary
$205K - $240K / year
Bachelor Degree5 yrs expEnglish
Job Description
• Drive territory performance by maximizing sales with financial advisor clients, consistently exceeding net and gross sales targets on a monthly, quarterly, and annual basis.
• Develop and execute a strategic territory business plan aligned with long-term goals and a consultative sales approach.
• Identify and cultivate new partnerships to expand PIMCO’s ETF business among wealth managers at broker-dealers, wirehouses, and RIAs.
• Design and implement marketing and sales campaigns to deepen engagement with existing partners and clients.
• Collaborate with GWM colleagues across sales to champion ETF-focused initiatives and navigate complex client relationships.
• Maintain deep expertise in PIMCO’s products, platforms, investment themes, market strategies, and policies.
• Represent PIMCO ETFs at industry conferences and client-facing events.
• 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.
• Provide timely feedback to PIMCO leadership on product demand, sales trends, and client satisfaction.
Job Requirements
- Bachelor’s degree required; CFA, CPA, or MBA designations are a plus.
- Minimum of five (5) years of experience in ETF-related client-facing roles, business development, field sales, or similar functions.
- Established relationships with key prospects and clients within the Southwestern U.S. region.
- Proven success in territory management with a strong track record of meeting or exceeding sales quotas.
- Deep understanding of the ETF ecosystem and its dynamics.
- Solid background in financial services, with knowledge of investment trends and advisor practices.
- Excellent verbal and written communication skills for engaging partners, presenting sales materials, and conveying technical product information.
- Strong client engagement capabilities, with a history of building lasting relationships and achieving high client satisfaction.
- Active Series 7 and 63 licenses required.
- Clean U-4 record.
- Willingness to travel up to 90% of the time.
- Experience working with broker-dealer home office ETF contacts is preferred.
- Self-starter with the ability to thrive in a fast-paced, performance-driven environment.
Benefits
- Discretionary bonus
- Health insurance
- Retirement plans
- Paid time off
- Professional development
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