Account Associate, Internal Sales (Austin, TX)

About this role

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 currently seeking an Account Associate (AA), Internal Sales, to join our U.S. Global Wealth Management team. The AA will work closely with a field-based Account Manager (AM) and support the development and maintenance of strong client relationships with financial advisors from wirehouses, regional banks, and independent broker/dealers.

In partnership with the AM, you will play a crucial role in enhancing the sales process, relationship management, and servicing of financial advisors within a defined geographic territory, covering the full suite of PIMCO products. Your contributions will be vital in providing market insights, product information, and sales support that empower the AM to achieve sales targets and foster client engagement.

You will actively participate in department meetings, collaborate with colleagues across various PIMCO functions, and engage in working groups. Your innovative ideas and commitment to continuous learning and mentoring will enhance the team's overall effectiveness and support our collective goals.

In addition, the team increasingly leverages data, automation, and artificial intelligence (AI) tools to enhance client service, scale coverage efforts, and generate actionable insights. Associates are expected to identify opportunities to improve workflows, apply AI-enabled tools with sound judgment, and support more efficient, tailored, and insight-driven client engagement. This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. Many dedicated AAs have successfully transitioned into account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support.

Location Austin, TX

About You If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO.  We offer a dynamic work environment where you can make a meaningful impact: • Relationship-Builder : You excel at building relationships, paying attention to details, and have a passion for financial markets and client service.

• Collaborative : You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style.

• Emotionally Intelligent : You possess high emotional intelligence, adaptability, and resilience.

• Organized & Efficient : Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously.

• Trustworthy : You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards.

• Curious & Driven : Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends.

• Problem Solver : You approach complex issues with a critical and empathetic mindset, finding creative solutions. You are comfortable using data, technology, and AI to solve problems efficiently and drive better outcomes.

• Self-Motivated : You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication.

• Adaptable : You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity. You have an openness to new technologies and ways of working.

• Versatile : You navigate unstructured processes and manage multiple demanding responsibilities with ease. 

• Aligned with PIMCO’s Values : You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other.

Responsibilities The key responsibilities include, but are not limited to: • Market Research & Insights : Stay informed about financial markets, the global economic environment, asset allocation strategies and client data to provide valuable insights that support the sales efforts of the territory team.

• Client Engagement Support : Assist in meaningful client interactions through phone, email, and screen-sharing, as well as participating in in-person meetings, territory travel, industry conferences, and organized meetings with our clients to enhance the overall client experience.

• Understanding Client Needs : Collaborate with AM team to develop a comprehensive understanding of clients' diverse business practices and needs, ensuring that the sales approach is tailored and effective.

• Providing Sales Support : Offer relevant market insights, product information, investment ideas, and sales support to the AM, empowering them to confidently engage with clients and drive sales.

• Territory Activity Management : Support the strategic management of activities within the territory by contributing to the development and execution of a comprehensive business plan that aligns with sales objectives.

• Embrace Professional Develo

Similar jobs

• Associate Account Manager - Austin, TX — Blenheimchalcot · Austin, United States
• Associate Account Executive (Austin/San Antonio) — Metropolis · San Antonio, Texas, United States
• Associate Account Executive (Austin/San Antonio) — Metropolis · Austin, Texas, United States
• Associate Account Executive, Austin — Rho · San Francisco
• Account Executive (Austin) — Onecrew · Austin, TX
• Account Manager - Austin — Urpt · Central Austin, TX
• Account Executive, SMB - Austin — 1password · Austin, TX
• Inventory Associate (Austin) — Base Power · Austin, TX