Strategic Account Manager for External Partnerships
1 week ago
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 non-traditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
We are seeking an experienced Account Manager, External Wholesaler, with deep relationships and expertise in investment advisory firms in the Quebec City market. This role involves all aspects of client relationship management and drives sales through investment advisory firms.
Key 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 relationships 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.
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Québec, Quebec, Canada PIMCO Full timePIMCO 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...
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