Account Associate, Global Wealth Management -LatAm

General Information Ref : 31037 Functional Area: Account Management - Client Servicing Employee Type: Full Time Location: Miami Date published: 27-Jul-2022 About Us: We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.PIMCO is one of the world''s premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities. Position Description: LOCATION: This role is located in Miami with flexibility to be based in New York City. PIMCO is seeking to recruit a Retail Account Associate for the Latin America & the Caribbean team.The Retail Account Associate serves a unique and dynamic role that is based around the core responsibility of supporting PIMCO''s Latin America retail efforts. He/she will work closely with the Account Management team to support business development initiatives as well as their sales effort with retail clients. The Account Associate''s primary role is to drive sales and build relationships with financial advisors. The successful candidate will operate as an entrepreneur and be proactive about seeking improved ways to equip the team in their relationship building, cross-selling responsibilities and marketing process.KEY RELATIONSHIPSPIMCO Investment Professionals and Associates in Account Management, Product Strategy, and Portfolio ManagementPIMCO Fund Operations GroupCurrent and prospective clientsMAJOR RESPONSIBILITIESProvide product information and sales support to Latin American financial advisors.Identify new business development opportunities, drive marketing/sales campaigns, and close business.Develop and maintain a variety of different types of materials to support new business development, existing business and other specific product management initiatives and responsibilities Manage and build financial advisor relationships as well as maintain and manage CRM system.Provide current insight regarding the firm and product specific investment philosophy, process, strategy, performance and other relevant information directly or indirectly to clients and prospective clients. Position Requirements: Fluency in Spanish or Portuguese is required. Fluency in English requiredService oriented mind-set and sense of urgency when responding to internal and external requestsSolutions-driven individual with an ability to build and drive business Fixed Income product knowledge, with a multi asset focus.Well organized, high energy, self-starter, ability to work within the firm''s demanding and highly focused environment. Entrepreneurial skills are key to success in this roleOutstanding relationship building skillsAbility to clearly articulate analysis, written and verballyWork effectively with all levels of personnel as part of a team and individuallyAbility to manage prospect base and explore opportunities for new asset growthTime-management, multi-tasking and organization skillsCandidates must be collaborative and possess a positive and upbeat attitudeUnassailable ethics and integrityEducationBachelor degree in finance, business or related field requiredProgress toward the CFA designation is a plusExperience RequiredAccount AnalystIdeal candidates should have 0-2 years of experience in the financial services industry and a strong interest in fixed income and economics. Undergrads with an expected graduation date of December 2021 - June 2022 are also eligible to apply. College internships in finance, client-oriented roles are preferredAccount AssociateIdeal candidates should have 2-4 years of experience in financial services, asset management, investment banking or accounting Benefits: PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverageLife insurance and travel coverage401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employmentWork/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programsCommunity involvement opportunities with The PIMCO Foundation in each PIMCO office This employer is a corporate member of myGwork - LGBTQ+ professionals, the business community for LGBTQ+ professionals, students, inclusive employers & anyone who believes in workplace equality.

Created: 2026-04-04