Senior Account Manager, External Wholesaler
2 months 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.
Role OverviewWe are seeking an experienced and proven Account Manager, External Wholesaler, with deep relationships and expertise with 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.
- 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.
- 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 investment advisory firms in the Quebec City 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.
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