DC Key Accounts Account Manager

Newport Beach, USA
08 Feb 2022
20 Feb 2022
Job Function
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 $2.2 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.

Position Description:

The DC Key Accounts Account Manager will provide investment coverage for the platform distribution, product and research teams and provide support to both institutional and Retirement Sales Team client facing professionals to strengthen relationships and grow our footprint with DC Platform relationships.

  • Collaborate with and receive input from client facing (both institutional and Retirement Sales) to develop and execute business plans designed to increase shelf space for PIMCO strategies on key DC platforms in line with client demand to drive revenue growth
  • Actively engage platform distribution business leaders to understand strategic growth goals and to position PIMCO off-the-self and custom strategies to participate
  • Support platform client service and research groups in the review of PIMCO strategies employed in DC plans, ensuring they remain in good standing on distribution platforms
  • Deliver DC expertise to platforms related to market trends, plan design and solutions. Articulate themes supportive of PIMCO thought leadership and position new solutions
  • Provide field support to DC Service Provider wholesalers and client service reps
  • Orchestrate PIMCO resources to close new business opportunities
  • Identify market opportunities and contribute to the development of new products and strategies related to such opportunities
  • Support the development of DC specific marketing and servicing materials to support the retention and growth of assets

Position Requirements:

  • MBA or equivalent and an Undergraduate degree with strong academic record
  • CFA designation preferred
  • FINRA Series 7, 63, and 3 licenses
  • Outstanding knowledge of the institutional and Advisor led DC landscape including investor requirements and preferences related to defined contribution plans
  • Deep knowledge DC intermediary distribution
  • Deep knowledge of DC trends, plan design, competitors, capital markets, and economics
  • Ability to communicate information effectively with external clients, as well as within the firm's demanding and highly focused environment
  • Ability to work collaboratively and co-operatively across all key groups of the firm
  • Strong presentation and public speaking skills
  • Strong interpersonal and relationship building skills
  • PIMCO product knowledge
  • Existing client and consultant relationships and strong industry contacts


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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