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Account Associate, Internal Sales

Learn more about PIMCO
PIMCO

PIMCO

Account Associate, Internal Sales

Austin, TX
Full Time
Paid
  • Responsibilities

    The talent, dedication and spirit of PIMCO’s people are the most important factors in our success as a global investment solutions provider over the last four decades. We strive to build a diverse workforce, pulling from a broad range of backgrounds, and we encourage you to apply even if your experience doesn’t precisely match the job description.

    PIMCO’s Global Wealth Management division is currently seeking an Account Associate, Internal Sales to join our team.

    Mission:

    The mission of an Account Associate ("AA"), working in close partnership with a field-based Account Manager ("AM"), is to develop and maintain meaningful client relationships with financial advisors (at wirehouses, regional and independent broker/dealers) in a geographic territory for the purpose of acquiring and retaining mutual fund and other professionally managed assets.

    Location: This position is available in Austin, TX.

    What you’ll do:

    • Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, asset allocation, investment vehicles and the overall financial services industry
    • Achieve high levels of substantive client interaction – via phone, e-mail, screen-sharing, and at times, in-person meetings (territory travel, industry conferences, due diligence, etc.)
    • Successfully establish an understanding of the nature and needs of our clients varying business practices
    • Confidently provide relevant market insight, product information, investment ideas and sales support
    • Strategically handle activities in the territory, including contributions to the formation and implementation of a business plan
    • Seek to be empowered to think and act like effective business leaders, assuming full responsibility for development of certain client segments
    • Recognize ongoing training and continuing education are critical to cultivating the strongest client relationships. Numerous AAs have attained CFA, CIMA, CAIA, and other industry designations with firm support
    • Be ready to make a difference on the team by participating in department meetings, engaging colleagues across different PIMCO functions, participating and leading working groups, sharing unique ideas, fully utilizing continuous mentoring and training, etc.
    • Develop a long-term career with PIMCO, with the potential to serve clients and the firm in various ways over time. A number of experienced and dedicated AAs have transitioned to account management, strategic accounts, and client-facing roles in other distribution channels
  • Qualifications

    You are:

    • Friendly and genuinely enjoy working in a team environment, yet ready to run with projects independently
    • Have excellent people skills: you love to pay attention to people, are engaging, and almost never run out of relevant things to discuss
    • Relationship building is a key part of your life
    • Passionate about financial markets and investments
    • Known for your strong verbal and written communication skills
    • Inquisitive, and have a natural thirst for knowledge
    • Looking for a good challenge, big or small
    • FINRA Series 7 and 63 licensed
    • A firm believer that given enough time and resources, you can achieve any goal
  • Benefits

    PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include: 

    • Medical, dental, and vision coverage
    • Life insurance and travel coverage
    • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
    • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
    • Community involvement opportunities with The PIMCO Foundation in each PIMCO office
  • Industry
    Investment Management
  • About Us

    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.