Job Description

Position Description:

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

Position Requirements:

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