External Wholesaler (Alberta Market) at PIMCO

, Alberta, Canada -

Full Time

Start Date

Immediate

Expiry Date

07 May, 26

Salary

0.0

Posted On

06 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship-Building, Client Engagement, Consultative Sales, Territory Management, Investment Acumen, Financial Markets Knowledge, Organizational Skills, Project Management, Analytical Skills, Communication Skills, Adaptability, Collaboration, Integrity, Continuous Learning, Results-Driven

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. Role Overview We are seeking an experienced External Wholesaler with strong relationships and expertise in the bank channel within the Alberta market. z In this role, you will manage client relationships and drive sales within the retail channel, specifically focusing on bank firms and PIMCO’s full suite of PIMCO products. You will manage a territory of Financial Advisors, introducing PIMCO’s diverse investment strategies and building strong, results-oriented relationships. Key responsibilities include providing insights on performance attribution, market performance, and macroeconomic conditions, while communicating the firm’s outlook and strategic direction. Additionally, you will develop tailored investment objectives for clients and educate them on a comprehensive array of investment strategies, products, and services. The successful candidate will possess superior consultative and relationship-building skills, along with a deep understanding of fixed income and alternative strategies. This role requires regular travel. Primary Responsibilities Drive sales across PIMCO’s full range of investment solutions (Alts, Mutual Funds, ETFs, SMAs) by developing, maintaining, and deepening relationships with new and existing advisors through a consultative sales approach. Maintain an active presence with key decision makers in the target market, conducting client events, group presentations, continuing education, and training sessions. Build and nurture relationships with senior individuals within client organizations to identify opportunities across PIMCO’s investment offerings. Share client and sales insights, as well as best practices, to contribute to the broader team and firm success. Maintain a comprehensive knowledge of PIMCO’s products, platforms, market themes, strategies, policies, as well as those of its clients. Ensure the highest level of compliance with all industry regulations and PIMCO policies. Maximize territory performance by achieving and exceeding net and gross sale and activity goals on a monthly, quarterly, and annual basis. Partner with PIMCO management to develop and execute a strategic territory business plan focused on long-term growth and consultative selling. Execute the PIMCO Canada business plan with precision. Leverage firm resources, such as partnering with PIMCO product and portfolio managers, to generate new revenue sources and expand existing business relationships. Schedule, conduct, and follow-up on activities, including group sessions, one-on-one meetings, and educational seminars. Cultivate strong relationships with PIMCO’s dealer group and platform partners. 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. Pursue personal and professional educational opportunities sponsored by PIMCO. Position Requirements Minimum of a bachelor’s degree required; CIMA, CAIA, CFA designations and/or MBA a plus. Minimum of 5 years of experience in an ETF or mutual fund wholesaler with a strong network of established relationships and expertise in the bank channel within the Alberta, Canada market. Proven success in territory management with a consistent track record of meeting or exceeding sales targets. Deep investment acumen and a passion for financial markets, fixed income, and investing; knowledge of alternative investments is highly desirable. Exceptional client engagement skills with a demonstrated ability to build and maintain strong, lasting relationships. Entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships. Strong understanding of investment trends and advisor best practices. Ability to contribute to and execute group strategy effectively. Thorough knowledge of PIMCO products and ability to present them consultatively based on client needs. Professional Skills Requirements Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional verbal, written, and presentation skills enable you to communicate complex financial information clearly to diverse audiences. You build credibility and trust through consistent behavior, high integrity, and sound judgment, even under pressure. Exceptional Organizational Skills and Resourcefulness: Skilled at managing multiple projects simultaneously with strong organizational and project management capabilities. You have experience managing a territory effectively, prioritizing activities to maximize results. Your critical thinking, analytical, and quantitative skills allow you to solve problems creatively and strategically, navigating ambiguity and proactively advancing initiatives. Adaptability and Collaboration: Thrive in dynamic, fast-paced environments by effectively managing shifting priorities. You build positive relationships and collaborate across diverse teams, leveraging emotional intelligence, adaptability, and resilience to succeed in unstructured and demanding situations. Integrity and Continuous Learning: Demonstrate high ethical standards and integrity, earning credibility and trust. You are intellectually curious and committed to ongoing professional development, staying informed about industry trends. You contribute positively to the 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. Goal-oriented with a strong sense of personal accountability and urgency in achieving results. 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

The External Wholesaler will manage client relationships and drive sales within the retail channel, focusing on bank firms and PIMCO’s investment products. Responsibilities include providing insights on market performance, developing tailored investment objectives, and maintaining compliance with industry regulations.