Model Portfolios Marketing Manager

Austin, USA
23 Sep 2021
07 Oct 2021
Industry Sector
Finance - General
Employment Type
Full Time
About Us:

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 $2.22 trillion in assets for clients around the world. PIMCO has over 3,000 employees in 20 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.

Position Description:

We are seeking a talented Marketing Manager experienced in developing and implementing data-driven marketing strategies, with a keen interest in helping to evolve our rapidly growing Model Portfolios business. In this key role, and as part of the Strategic Initiatives Client Marketing team, you will lead the strategic development of multi-year marketing programs and audience activation efforts for our Models business across the US wealth management segment.

If you are strategic, results-oriented, and knowledgeable about marketing Model Portfolio investments, we would love to hear from you!

This role is based in Austin, TX, or Newport Beach, CA.

About You
  • You challenge the status quo by asking "why" and identify new and better ways of doing things
  • You have outstanding project management and prioritization skills, with experience leading strategic and tactical marketing initiatives
  • You are a strategic problem solver/planner and enjoy thinking critically, dealing with ambiguity, and solving sophisticated problems
  • You are a standout teammate who builds positive relationships and collaborates across multiple levels of a globally diverse organization, including external vendors
  • You have excellent interpersonal skills (verbal and written)
  • You have a track record of building credibility and trust through consistent behavior, high integrity, and judgment
  • You have an intellectual curiosity with a dedication to professional development and an ability to learn and stay on top of emerging trends
  • You thrive in a fast-paced environment
  • You have a high emotional intelligence
  • You are self-motivated, detail-oriented, take ownership of your work quality, and enjoy continuous improvement
  • You bring a consistent record navigating unstructured processes and simultaneously handling responsibilities with multiple, exciting demands
  • You enjoy handling multiple priorities concurrently and managing business expectations
  • You bring strong attention to detail and accuracy

Key Responsibilities
  • Develop evergreen, multi-channel marketing campaigns designed to increase awareness and adoption of PIMCO's Models platform (e.g., products and capabilities)
  • Identify innovative ways to promote key products that may vary over time in support of US GWM sales growth goals and strategy
  • Develop targeted campaigns designed to engage and more swiftly transition advisors to sales-qualified leads
  • Activate and collaborate with the broader marketing team (e.g., product marketing, digital, events, advertising, design, etc.) to effectively execute developed plans and campaigns
  • Maintain a "test and experiment" approach - continuously analyzing campaign performance data, sharing meaningful sales and marketing insights, and incorporating findings into the next campaign iteration
  • Manage a project pipeline, with project prioritization to be continuously refined in response to real-time market conditions, events, and changing business needs
  • Ensure accuracy of quarterly updates to marketing collateral materials and keep the US GWM sales team aware of available marketing resources

Position Requirements:

  • Minimum of a Bachelor's Degree required
  • Minimum 8 years of experience in financial services marketing
  • Demonstrated knowledge of Model Portfolio investments, including in-depth knowledge of the target market's investment needs, concerns, and decision-making process
  • Demonstrated knowledge of RIA and advisor customer base required
  • Experience with project management software (e.g., Smartsheets) and content management systems (e.g., Seismic)
  • Experience with Agile marketing desirable


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

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