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Strategic Partnerships Account Manager (National Role)

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Pimco

Sep 22

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Banking & Finance
  • London
  • Quick Apply

AI generated summary

  • You must have 7+ years in wealth management, strong relationship skills, UK market knowledge, regulatory understanding, and preferably a CFA/MBA. IMC or degree required.
  • You will promote products to clients through presentations, collaborate with teams for market coverage, maintain client records, and ensure exceptional client experiences in line with company policies.

Requirements

  • Must possess a proven strong track record in wealth management and adviser sales, have excellent relationship management and presentation skills.
  • A deep knowledge of the UK market – including discretionary and adviser markets.
  • A good understanding of UK regulatory backdrop, capital markets and investment concepts.
  • Significant experience in a similar role is essential (a minimum of 7 years’ relevant experience is thought appropriate)
  • Strong work ethic – enjoys working at pace, self-motivated, happy to be given a high level of autonomy, be accountable for actions and able to operate in a team environment.
  • CFA / MBA qualification desirable, IMC / undergraduate degree minimum requirement

Responsibilities

  • Promote the PIMCO full range of products to external clients through personal presentations and one to one client meetings. Clients will include nationals, networks, rating agencies, life companies, building societies and more
  • Work in partnership with marketing, PR, sales support, product specialists and portfolio managers to ensure comprehensive, consistent and impactful coverage of the target market
  • Maintain client records and establish longstanding on-going relationships with clients and prospective clients
  • Provide an exceptional client experience through a focus on client needs at all times in line with the Company's TCF policy and be flexible when trying to meet and exceed client expectations

FAQs

What is the primary responsibility of the Strategic Partnerships Account Manager?

The primary responsibility is to develop and manage strategic relationships with key partners to drive business growth and enhance PIMCO's market presence within the UK Global Wealth Management channel.

What qualifications are preferred for this role?

The ideal candidates should possess a CFA or MBA qualification, with an IMC or undergraduate degree as a minimum requirement.

How many years of experience are required for this position?

A minimum of 7 years of relevant experience in wealth management and adviser sales is essential for this role.

What types of clients will the Strategic Partnerships Account Manager work with?

The manager will work with various clients, including nationals, networks, rating agencies, life companies, building societies, and more.

Is experience in the UK market important for this role?

Yes, a deep knowledge of the UK market, including discretionary and adviser markets, is essential for success in this position.

Will the Strategic Partnerships Account Manager work independently or as part of a team?

The role requires a strong work ethic and the ability to operate both autonomously and as part of a team environment.

Does PIMCO emphasize a diverse workplace culture?

Yes, PIMCO celebrates diverse thinking and fosters a high-performance inclusive culture in which employees are encouraged to help others succeed.

What is the company’s policy regarding equal employment opportunity?

PIMCO recruits and hires qualified candidates without regard to race, origin, religion, sex, sexual orientation, age, veteran status, disability, or any factor prohibited by law, and supports affirmative action in accordance with applicable laws.

Is the Strategic Partnerships Account Manager role client-facing?

Yes, the role involves personal presentations and one-on-one client meetings to promote PIMCO's full range of products.

Will the Strategic Partnerships Account Manager be involved in marketing and sales support?

Yes, the role involves working in partnership with marketing, PR, sales support, product specialists, and portfolio managers to ensure impactful coverage of the target market.

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Pimco

Through changing markets & changing times, PIMCO has been a global leader in active fixed income for 50+ years.

Finance
Industry
1001-5000
Employees
1971
Founded Year

Mission & Purpose

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