Senior Associate, Advisor Education
- Employer
- PIMCO
- Location
- New York, USA
- Salary
- Competitive
- Closing date
- May 26, 2022
View more
- Job Function
- Marketing and Public Relations
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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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 firm is seeking a Senior Associate to help develop, promote and sustain PIMCO's Advisor Education value-add program that drives engagement and fuels loyalty within the firm's U.S. GWM business. The Senior Associate will partner closely with PIMCO's U.S. GWM business (e.g. Field Sales, Strategic Accounts, Sales Strategy, etc.) to help manage and develop educational program content geared toward financial intermediaries.
The ideal candidate will possess strong project management, analytical and written/verbal communication skills. This candidate will be interested in value-added content and learning about advisor education in the areas of practice management, wealth planning and investment management. As a Senior Associate, you will be responsible for operational support for the team in addition to internal research and content development.
Key Responsibilities include, but are not limited to:
This role can be based in New York, New York, or Austin, Texas.
Position Requirements:
Benefits:
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:
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 firm is seeking a Senior Associate to help develop, promote and sustain PIMCO's Advisor Education value-add program that drives engagement and fuels loyalty within the firm's U.S. GWM business. The Senior Associate will partner closely with PIMCO's U.S. GWM business (e.g. Field Sales, Strategic Accounts, Sales Strategy, etc.) to help manage and develop educational program content geared toward financial intermediaries.
The ideal candidate will possess strong project management, analytical and written/verbal communication skills. This candidate will be interested in value-added content and learning about advisor education in the areas of practice management, wealth planning and investment management. As a Senior Associate, you will be responsible for operational support for the team in addition to internal research and content development.
Key Responsibilities include, but are not limited to:
- Enhance Advisor Education's visibility and usage across USGWM channels, internal partners, etc.
- Develop strong communication and working relationships with internal and external partners.
- Work with compliance departments to ensure materials adhere to guidelines
- Work across marketing verticals to ensure materials are approved/available at partner firms; maintain and update firm-specific presentation content. Work across marketing verticals to ensure continuing education (CE) program filing.
- Develop an efficient and timely process for the management of continuing education (CE) credits.
- Manage internal monthly communication and maintain/update internal content sites.
- Manage Advisor Education follow-up/bookend process for events/webinar.
- Develop actionable data and reporting for advisor education programs to effectively allocate resources and inform direction.
- Identify, research and develop thought leadership and educational content on practice management, wealth planning and investment consulting.
- Monitor and report on usage and metrics; Manage and execute periodic updates of collateral and content.
This role can be based in New York, New York, or Austin, Texas.
Position Requirements:
- 2-6 years of financial service industry, or related, experience
- Familiarity with investment management, finance, capital markets, financial planning and related topics
- Knowledge of financial advisor and RIA landscape, industry events, etc.
- Research and technical skills along with interpersonal skills
- Strong project management skills
- Intellectual curiosity, passion for educational/value-added content
Benefits:
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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