Account Manager, Institutional Defined Contribution Sales

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking.  We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Position Description

PIMCO is continuing to invest in and expand its Defined Contribution (DC) institutional business and is adding an Account Manager, Institutional Defined Contribution Sales, to support growth in the mega and large plan segment. This is a newly created role within a high‑priority initiative, offering the opportunity to help shape how PIMCO deepens its presence in the DC market.

In this role, you will play a key role in advancing DC growth by strengthening PIMCO’s influence with field‑level consultants at major consulting firms, while partnering closely with Consultant Relations and Institutional Sales Account Managers. The role is designed for someone who is energized by building momentum, identifying where influence matters most, and translating that influence into meaningful plan adoption over time.

As part of a visible and well‑resourced growth effort, this role works in close collaboration with Consultant Relations and the broader institutional sales organization to expand PIMCO’s DC footprint, with the flexibility to evolve coverage approaches as the business continues to scale.

Location

New York, NY, Newport Beach, CA, or Austin, TX

Responsibilities

Responsibilities include, but are not limited to,

• Build and execute a field consultant coverage strategy, in close partnership with Consultant Relations and Institutional Sales Account Managers, across large national consulting firms (e.g., Mercer/WTW/Aon), to drive AUM and revenue growth, improve consultant ratings, and expand PIMCO’s DC penetration across channels through clear prioritization, engagement cadence, and measurable outcomes.

• Influence DC recommendations by translating PIMCO’s DC platform, investment capabilities, and positioning into consultant-ready narratives and plan-level solutions.

• Partner with Consultant Relations and Institutional Sales account teams to align on firmwide strategy (home office + research coverage) and amplify impact with bottom-up field engagement.

• Develop a disciplined pipeline across consultant channels and selective plan sponsor opportunities, tracking progress from early-stage influence through funded wins.

• Provide market and competitor intelligence on DC consulting dynamics, platform trends, and buyer/committee behavior to inform go-to-market strategy.

• Collaborate cross-functionally with Product Strategy, Portfolio teams, Marketing, and leadership to deliver coordinated, client-centric DC solutions.

• Represent PIMCO at relevant industry events and in targeted consultant forums to deepen credibility and visibility.

• Travel as needed to support consultant and client engagement.

Qualifications

• Minimum of a bachelor’s degree. MBA or CFA designation is desirable.

• 10+ years of experience in the institutional DC ecosystem, with direct evidence of consultant influence (especially field consultants) driving plan adoption and asset growth.

• Established relationships and credibility with consultants and DC decision-makers; ability to navigate both consultant and sponsor stakeholders.

• Strong grasp of DC plan structures and investment implementation (e.g., QDIA, core lineup design, capital preservation, income/decumulation considerations, operational/platform realities).

• Track record of building repeatable coverage models (territory/firm strategy, prioritization, activity discipline, pipeline conversion).

• Executive presence and the ability to communicate investment solutions clearly to both technical and non-technical audiences.

• Ability to operate effectively in a matrix and partner across teams; high integrity and strong judgment.

• Series 3, 7 and 63 required.

Professional Skills Requirements

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity.  At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills.

• Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.

• Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.