Associate, Strategic Accounts - RIA Aggregators
PIMCONew York, New York, United States
Posted June 18, 2025
105000 - 115000 USD year
Full Time
About the Company
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. Terms and conditions: www.pimco.com/gbl/en/general/legal-pages/pimco-on-social-media
Job Description
PIMCO is seeking an Associate, Strategic Accounts to join the U.S. Global Wealth Management group. The successful candidate will work closely with Account Managers to develop and maintain relationships with key RIA aggregator accounts, providing comprehensive support across PIMCO investment solutions and strategic initiatives.
Requirements
- Bachelor's degree required, with 2-3 years of professional experience in a sales or client-facing role, preferably within financial services
- FINRA Series 7 and 63 licenses (strongly preferred) or willingness to obtain them within three (3) months of employment
- Exceptional client engagement skills and an entrepreneurial mindset
- Strong foundation in finance and economics, with familiarity in fixed income instruments, economic underpinnings of the asset class, and basic investment concepts
- Excellent verbal and written communication skills, with the ability to present ideas clearly to diverse audiences
- Proficient in Microsoft Office Suite (Excel, PowerPoint), CRM systems, and able to quickly learn new software applications
- Demonstrated ability to conduct research, analyze complex data, identify trends, and draw meaningful insights
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Relocation Assistance
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Paid Holidays