ETF Senior Account Associate at PIMCO

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

18 Oct, 26

Salary

0.0

Posted On

20 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

ETF Distribution, Financial Analysis, CRM Software, Client Relationship Management, Capital Markets, ETF Mechanics, Sales Strategy, Product Development, Communication Skills, Time Management, Consultative Selling, Liquidity Management

Industry

Investment Management

Description

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. The Australian business of PIMCO was established in 1997 and now serves more than 70 institutional clients and 9,000+ financial advisers invested in a wide range of domestic and global fixed interest strategies. Assets managed on behalf of Australian and New Zealand investors totals more than A$60 billion. Role Overview This role is a dedicated ETF distribution position supporting the growth of PIMCO’s active ETF platform across GWM and digital/intermediate channels. You will primarily own a segment of clients and prospective opportunities, deliver exceptional services, and create new opportunities using digital tools such as phone video conferencing. You will also work closely with Account Managers ("AM") to support them with their clients. This role will also include aspects of supporting the growth of PIMCO’s ETF Platform from a product development and management perspective. Responsibilities Primary responsibility is to drive sales to achieve and surpass net and gross sales and targeted activity goals on a monthly, quarterly, and annual basis for the ETF platform and specifically supporting the ETF client channel. Develop and implement effective strategies to attract and acquire new clients and service existing clients through digital-based interactions. Within GWM/Marketing Team, it functions as an internal resource for ETF-related queries. Support Head of ETF Sales with product development and management related tasks and projects. Work with PIMCO management (specifically, GWM Sales Channel) to formulate, execute, and accomplish business plans that adhere to the guiding principles of keeping a long-term perspective and maintaining a 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. Maintain highest level of compliance with all industry and PIMCO regulations. Schedule, conduct and follow-up on activities based on agreed upon goals. Activities include groups, one on one, and educational seminars. Develop a productive working relationship with prospects, clients, and stakeholders in your territory. Contribute to the strategic goal setting and budgets for your territory. Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction. You are expected to fully embrace and seek personal and professional educational opportunities sponsored by PIMCO. Qualifications Bachelor’s degree required. CFA and/or MBA will be highly preferred. Minimum of 5 years industry experience Direct experience working with ETFs (issuer, broker, market maker, platform, or asset manager environment) Demonstrated exposure to ETF distribution channels, including platforms, advisers, and/or broker networks. Strong understanding of ETF mechanics, trading, liquidity, and capital markets concepts Strong knowledge of financial markets and analysis techniques. Familiarity with CRM software and sales tools Self-motivated and results-oriented, with the ability to work independently and as part of a team. Good organizational and time management skills Strong communication skills required to create impactful engagement with financial advisors. RG146 compliant or willing to obtain. 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.

Responsibilities

Drive sales growth for the active ETF platform by acquiring new clients and servicing existing ones through digital and consultative channels. Support the Head of ETF Sales with product development and management tasks while maintaining compliance with industry regulations.