Senior Account Associate

Full Time
  • October 19, 2026
  • Employment Info

    JOB  DETAILS

    Requirements
    • Bachelor’s degree required.
    Responsibilities
    • Primary responsibility is to drive sales to achieve and surpass net and gross sales and targeted activity goals on a monthly, quarterly, and annual basis for the ETF platform and specifically supporting the ETF client channel.
    • Develop and implement effective strategies to attract and acquire new clients and service existing clients through digital-based interactions. Within GWM/Marketing Team, it functions as an internal resource for ETF-related queries.
    • Support Head of ETF Sales with product development and management related tasks and projects.
    • Work with PIMCO management (specifically, GWM Sales Channel) to formulate, execute, and accomplish business plans that adhere to the guiding principles of keeping a long-term perspective and maintaining a consultative sales approach.
    • Maintain in-depth knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies as well as those of its clients.
    • Maintain highest level of compliance with all industry and PIMCO regulations.
    • Schedule, conduct and follow-up on activities based on agreed upon goals. Activities include groups, one on one, and educational seminars.
    • Develop a productive working relationship with prospects, clients, and stakeholders in your territory.
    • Contribute to the strategic goal setting and budgets for your territory.
    • Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.
    • You are expected to fully embrace and seek personal and professional educational opportunities sponsored by PIMCO.
    Desired Qualifications
    • CFA and/or MBA will be highly preferred.

     

     

     

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