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Vice President, Account Manager - Alternatives

PIMCO Ltd. - Pacific Investment Management Company
United States, New York, New York
Apr 01, 2025

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

We are seeking a dynamic Vice President, Account Manager - Alternatives to support the significant growth of our US wealth alternatives business. In this role, you will be the go-to contact for several of our platform partners, covering home office research teams and originations professionals. You will also collaborate with various internal teams to execute on our business initiatives, including new product launches and seamless platform onboardings.

As the subject matter expert, your ability to engage confidently with senior leadership across partner firms and internal departments-such as US Global Wealth Management (GWM) client-facing teams, Portfolio Management, Product Strategy, Legal, Operations, and offshore client-facing teams-will be crucial to your success.

Your responsibilities will also include negotiating contracts, developing business and go to market strategies, while maintaining pipelines and leading ongoing investor relations efforts. You will manage both investment and operations due diligence requirements and coordinate impactful campaigns, events, and conferences.

Your product coverage will span LP drawdown and evergreen products, semi-liquid alternatives including interval funds, and hedge fund vehicles, with a focus on alternative credit, tax-efficient strategies, asset-based lending, and real estate.

Location

New York, NY

Key Relationships

  • External Key Accounts: Build and maintain relationships with major intermediaries, including private and regional banks, RIA aggregators, and independent broker-dealers. Key contacts will encompass research and diligence professionals, product management teams, business personnel, and operations staff. External vendor relationships may include partners like iCapital, CAIS, and RIA custodians.

  • PIMCO Investment Professionals: Engage with a diverse group of professionals, including Account Managers in US GWM Strategic Accounts, US GWM Alternatives Specialists, US GWM Field and Internal Sales teams, Alternatives Product Strategists, and Portfolio Managers.

  • Other PIMCO Professionals: Collaborate effectively with teams across Legal & Compliance, Marketing, and Operations to ensure alignment and support for business initiatives.

Responsibilities

The key responsibilities include, but are not limited to:

  • Develop in-depth knowledge of PIMCO's alternative products to effectively address inquiries from clients and prospects.

  • Cultivate and strengthen relationships to support business development efforts, particularly with RIA aggregators, independent broker-dealers, and regional banks.

  • Exhibit a strong dedication to client service by responding promptly and urgently to requests from both internal and external stakeholders.

  • Build strong relationships with internal teams, including the Product Strategy Group, Alternatives Finance, Relationship Managers, and Legal & Compliance, to facilitate information sharing and timely responses to inquiries.

  • Utilize advanced tools such as Excel (including spreadsheets and macros), CRM systems, and external databases effectively for various special projects.

  • Analyze and present data in a compelling manner using Excel and PowerPoint.

  • Maintain and strengthen relationships with key vendors, including iCapital, CAIS, and +Subscribe.

  • Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements.

  • Maintain a high level of precision in all tasks while meeting tight deadlines.

Support PIMCO Business Objectives

  • Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.

  • Seek opportunities to contribute to PIMCO beyond the daily remit of your role, strive to be an exceptional colleague.

  • Represent PIMCO as needed at national, regional, and local conferences and training events.

  • Fully embrace and seek professional development and educational opportunities sponsored by PIMCO.

Qualifications

  • Minimum of a bachelor's degree required; CFA or CAIA, and/or an MBA are a plus.

  • Minimum of 5 years of professional experience in the alternatives, credit, or real estate markets required. Ideal candidates will demonstrate a robust interest and knowledge of alternative investment structures and strategies. Established relationships and knowledge of platform partners is a plus.

  • Possession of FINRA Series 7, 3, and 63 licenses or must obtain within three (3) months of employment commencement.

  • Experience working with iCapital and CAIS is highly desirable.

  • Outstanding verbal and written communication skills to engage key partners, present sales materials, and convey technical product information.

  • Demonstrated exceptional client engagement skills and an entrepreneurial mindset, consistently achieving high levels of client satisfaction while building and deepening strong, lasting relationships through a strong commitment to client service and excellence.

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:

  • Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional verbal and written communication skills, emphasizing effective engagement with diverse audiences. Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment.

  • Exceptional Organizational Skills and Resourcefulness: Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully. You think strategically, navigate ambiguity, and proactively advance projects and initiatives.

  • Adaptability and Collaboration: Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity. You build positive relationships and collaborate effectively across diverse teams. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully.

  • Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. You are intellectually curious and committed to professional development, staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence.

  • Results-Driven: Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 205,000.00 - $ 240,000.00

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.

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