Responsibilities

The key responsibilities include, but are not limited to:

  • Maximize territory performance and drive sales with financial advisor clients to achieve and surpass net and gross sales targets for the assigned territory on a monthly, quarterly, and annual basis.
  • Execute and achieve a strategic territory business plan that aligns with long-term objectives and a consultative sales approach.
  • Identify and establish new partnerships to grow PIMCO’s ETF business with Wealth Managers within broker-dealers, wires, rand RIAs.
  • Develop marketing and sales campaigns to drive PIMCO’s ETF business with existing partners and clients.
  • Partner with GWM colleagues across sales to advocate for ETF-focused initiatives while navigating complex relationships.
  • Maintain comprehensive knowledge of PIMCO’s products, platforms, themes, initiatives, markets, strategies, and policies.
  • Represent PIMCO ETFs at industry and client events.
  • Comply with all travel and expense reimbursement and activity reporting in a timely manner.
  • Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements.
  • Provide feedback to PIMCO management on product demand, sales trends and client satisfaction when appropriate.

Position Requirements

  • Bachelor’s Degree required; CFA, CPA designations, and/or an MBA are a plus.
  • Minimum five (5) years of experience in an ETF client-facing, business development, field sales, or related role.
  • Established relationships with key prospects and clients within the Northeast Region.
  • Strong skills in territory management with a proven track record of meeting or exceeding sales quotas.
  • Extensive knowledge of the ETF ecosystem.
  • Entrepreneurial spirit with a desire to contribute to the growth of the ETF distribution infrastructure.
  • Solid financial services background with knowledge of investment trends and advisor practices.
  • Outstanding verbal and written communication skills to engage key partners, present sales materials, and convey technical information product information.
  • Exceptional client engagement skills with a history of achieving high levels of client satisfaction and building strong, lasting relationships.
  • Possession of Series 7, 63, and 65 licenses required.
  • Clean U-4 record.
  • Willingness to travel up to 90% of the time is required.
  • Experience with broker-dealer home office ETF contacts is desirable.
  • Self-starter, ability to work within the firm’s demanding and highly focused environment

Source: for more information click here.

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