We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.
PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.
This position is located in-market in Northern California
Responsible for generating sales and building relationships in a defined geographic territory for the full suite of PIMCO solutions. This individual will manage relationships across a broad set of financial advisors. Must possess superior sales skills, a thorough understanding of PIMCO's products and services as well as an advanced understanding of the financial services industry.
LOCATION This position is located in-market in Northern California and will cover San Francisco, East Bay and Santa Clara Valley (Wire only).
Achieve Sales Metrics
Primary responsibility is to drive sales to achieve and surpass net and gross sales and activity goals for the territory on a monthly, quarterly, and annual basis.
Work with PIMCO management (specifically, Divisional Sales Manager) to formulate, execute and accomplish a territory business plan that adheres 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 sub-advisors and client firms.
Maintain highest level of compliance with all industry, client firm, and PIMCO regulations
Develop a travel schedule that maximizes coverage in designated territory to achieve the following metrics:
Schedule, conduct and follow-up on activities based on agreed upon goals. Activities include, group, one on one, educational seminars and client entertainment.
Contact all top Financial Advisors on at least a quarterly basis.
Develop a productive working relationship with other significant producers and prospects in the territory.
Establish and maintain a productive working relationship with key regional contacts at "focus firm" broker dealers and large RIAs.
Comply with all travel and expense reimbursement and activity reporting in a timely manner
SUPPORT PIMCO BUSINESS OBJECTIVES
Provide feedback to PIMCO management on product demand, sales trends and client satisfaction.
Represent PIMCO as needed at national, regional, and local conferences and training events
You are expected to fully embrace and seek personal and professional educational opportunities sponsored by PIMCO
Bachelor's degree required
Excellent communication skills
Series 7 and 63 licenses required
Minimum of 5 years in a client facing role.
CFA and/or MBA a plus
Strong presentation and public speaking skills for group and individual sales presentations.
Superior interpersonal and communication skills required to create meaningful and long-term relationships with financial advisors.
Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs.
Excellent partnership skills.
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