Account Manager, External Wholesaler

2 weeks ago

Toronto, 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**

We are seeking an experienced and proven Account Manager, External Wholesaler, with deep relationships and expertise in the Wirehouses within the Downtown Toronto market. This role involves all aspects of client relationship management and drives sales through Wirehouse firms. This role involves all aspects of client relationship management and drives sales through Wirehouse firms. The Account Manager will provide expertise, manage a territory of Financial Advisors, and introduce PIMCO's diverse investment strategies, building strong relationships and achieving results. The Account Manager must possess superior consultative and relationship-building skills and a thorough understanding of fixed income and alternative strategies.

**Location**

Downtown Toronto

**Primary Responsibilities**
- Maximize territory performance and drive sales to achieve and surpass net and gross sales, as well as targeted activity goals on a monthly, quarterly, and annual basis.
- Collaborate with PIMCO management to formulate, execute, and accomplish a strategic territory business plan that adheres to the guiding principles of maintaining a long-term perspective and consultative sales approach.
- Maintain in-depth knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies, as well as those of its clients. Ensure the highest level of compliance with all industry and PIMCO regulations, including all legislative and regulatory requirements.
- Execute with precision on the PIMCO Canada business plan.
- Schedule, conduct, and follow-up on activities based on agreed-upon goals. Activities include group sessions, one-on-one meetings, and educational seminars.
- Grow and cultivate relationships with PIMCO's dealer group and platform partners.
- Develop productive working relationship with prospects, clients, and stakeholders in the assigned territory.
- Contribute to the strategic goal setting and budgets for the assigned territory.
- Represent PIMCO at national, regional, and local conferences and training events as needed.
- Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.
- Fully embrace and seek personal and professional educational opportunities sponsored by PIMCO.

**Position Requirements**
- Bachelor's degree required. CFA and/or MBA a plus.
- Minimum of 5 years in an external wholesaler role with deep relationships and expertise in the Wirehouses within the Downtown Toronto market.
- Strong territory management skills and demonstrated track record meeting sales quotas.
- Superior interpersonal and communication skills required to create meaningful and long-term relationships with financial advisors.
- Strong financial services background with knowledge of investment trends and advisor practices.
- Proven personal accountability and a track record of delivering results.
- Demonstrated presentation and public speaking skills for group and individual sales presentations.
- Ability to contribute and execute group strategy.
- Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs.
- Excellent partnership skills.

Equal Employment Opportunity and Affirmative Action Statement

Applicants with Disabilities

Job ID R104282

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