Institutional Account Manager - Client Servicing & Business Development (Toronto or Montreal) | Montreal, CA

PIMCO • Full-time • Montreal, QC, CA • 9m ago

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 looking to hire an experienced Account Manager to focus on our Canadian institutional client base. In this role, you will be responsible for a diverse range of activities, including acquiring new clients for PIMCO, monitoring client portfolios and effectively communicating investment strategies. You will provide insights on performance attribution, market performance, and macroeconomic conditions, while also outlining the firm's outlook and strategic direction. Additionally, you will developed tailored investment objectives for clients and educate them on a comprehensive array of investment strategies, products, and services.

As an Account Manager, you will join a team responsible for both accelerating the growth of our institutional client base and strengthening client relationships with institutional investors in Canada.

This role requires regular travel.

Location

Toronto or Montreal

Responsibilities

As an Account Manager on our Canadian institutional team, you will be responsible for executing investor-specific growth plans. Responsibilities include, but are not limited to:
• Driving sales across the full spectrum of PIMCO investment solutions (Alts, Mutual Funds, ETFs, SMAs) by developing, maintaining, and deepening relationships with new and existing advisors; influence their choices through a consultative sales process. • Maintaining an active presence with key decision in our target market, conducting client events, and delivering group presentations, including continuing education and training sessions. • Building relationships with senior individuals within client organizations to identify opportunities across PIMCO's suite of investment solutions. • Managing firm resources, such as partnering with PIMCO product and portfolio managers, to generate new revenue sources and expand existing business relationships. • Contributing to the broader team and firm by sharing client and sales insights, as well as best practices. • Maintaining in-depth knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies as well as those of its clients. • Ensuring the highest level of compliance with all industry regulations and PIMCO policies. • Executing with precision on the PIMCO Canada business plan. • Contributing positively to our work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence. Position Requirements
• Minimum 10 years of professional experience in the institutional investment industry (e.g., asset manager, asset owner and/or investment consultancy). • Outstanding analytical and mathematical abilities, with the ability to integrate quantitative and qualitative insights. • Strong investment acumen, along with a deep knowledge of and passion for financial markets, fixed income, and investing. • Excellent written, verbal, and presentation skills, with the ability to communicate complex financial information to diverse audiences. • Personable and track record of developing client relationships into strategic partnerships.
• Ethical, collaborative, organized, flexible, self-motivated, accountable, and humble.
• A focus on specific, ambitious goals, demonstrating personal accountability and urgency in achieving results. • A standout teammate who builds positive relationships and enjoys working collaboratively across an organization. • Bachelor's degree required; an advanced degree or CFA a plus but not required. Preferred Requirements
• Experience in business development, client relationship management, or investment consulting. • Financial intermediary experience. • Proven success distributing alternative products. • Fluency in both English and fluency in French (verbal and written). 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.