Account Associate, Internal Sales

2 weeks ago

Toronto, Ontario, Canada PIMCO Full time
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.


Role Overview


The talent, dedication and spirit of PIMCO's people are the most important factors in our success as a global investment solutions provider over the last four decades.

We strive to build a diverse workforce, drawing from a broad range of backgrounds.

We are currently looking for an Account Associate, Internal Sales, to join our PIMCO Retail Canada team.

The Account Associate (AA) will work closely with a field-based Account Manager (AM) to build and sustain significant client relationships with financial advisors (from Bank, regional and independent broker/dealers) within a specific geographic territory.

The goal is to acquire and retain mutual fund and other professionally managed assets.

Location
Montreal or Toronto.

About You

  • You thrive on relationshipbuilding, paying attention to even the smallest details, and have a passion for the financial markets and serving clients
  • Collaboration is at the core of your work style, fostering positive relationships with clients, colleagues, and external stakeholders
  • You possess high emotional intelligence, adaptability, and resilience
  • Your exceptional organizational and project management skills enable you to manage multiple clientfocused initiatives simultaneously
  • Your track record demonstrates credibility and trustworthiness, characterized by consistent behavior, high ethical standards, and integrity
  • Intellectual curiosity drives you, fueling your dedication to professional development and staying informed about emerging trends
  • As a resourceful problemsolver, you approach complex issues with a critical and empathetic mindset and find creative solutions
  • Selfmotivated and detailoriented, you consistently deliver on assigned responsibilities, always with a focus on client needs, teamwork, and effective communication
  • You thrive in fastpaced environments, adapting to shifting priorities and working effectively with ambiguity
  • You excel at navigating unstructured processes and managing multiple demanding responsibilities
  • You align with PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other

Primary Responsibilities

  • Maintain a strong interest and stay updated on financial markets, global economic environment, asset allocation, investment vehicles, and the overall financial services industry
  • Develop a comprehensive understanding of our clients' diverse business practices and needs
  • Provide relevant market insights, product information, investment ideas, and sales support with confidence
  • Strategically manage activities in the territory, contributing to the creation and execution of a business plan
  • Strive to think and act like effective business leaders, taking full responsibility for the development of certain client segments
  • Understand the importance of ongoing training and continuing education in building strong client relationships. Many AAs have achieved CFA, CIMA, CAIA, and other industry designations with firm support
  • Actively contribute to the team by participating in department meetings, collaborating with colleagues across different PIMCO functions, leading and participating in working groups, sharing unique ideas, and fully utilizing continuous mentoring and training
  • Aim for a longterm career with PIMCO, with the potential to serve clients and the firm in various capacities over time. Several experienced and dedicated AAs have transitioned to account management, strategic accounts, and clientfacing roles in other distribution channels.

Position Requirements

  • Minimum of a Bachelor's Degree
  • Proficiency in both written and spoken French and English
  • Canadian Securities Course (CSC) designation desirable
  • Minimum of two years of professional work experience, preferably within financial services or investment management industry

Application Deadline

  • June 14, 2024 at 5pm ET
Equal Employment Opportunity and Affirmative Action Statement

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