Senior Associate, Sales Strategy & Engagement

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 seeking aSenior Associateto join ourClient Strategy teamwithin theU.S. Wealth Management (GWM)group. This team plays a critical role in shaping, synthesizing, and enhancing client engagement by creating, refining, and delivering resources that deepen client relationships, showcase the best of PIMCO, and drive business growth.

These resources span a wide range-including content, tools, campaigns, events, and broader interactions with investment professionals. Our team develops strategies that are digestible, relatable, and client focused. Client Strategy serves as a strategic overlay for U.S. GWM, working in close partnership with teams across Portfolio Management (PM), Product Strategy Group (PSG), Marketing, Client Solutions & Analytics (CS&A), and Client Management.

This role combines hands-on execution of client engagement activities with a strategic focus that will evolve over time. The successful candidate will initially focus on learning the business and supporting the execution of key client events and programs, working closely with senior leadership and cross-functional teams. As they gain experience and insight, they will take on greater ownership of strategic initiatives aimed at maximizing client impact and return on investment.

This is a unique opportunity for a motivated individual to gain broad exposure across the firm and contribute more significantly to the team's strategic goals as they progress.

Location

New York, NY

Application Deadline

Friday, August 1, at 11:59pm ET

Responsibilities

The key responsibilities include, but are not limited to:

• Contribute to the development and implementation of strategic approaches to maximize the return on investment from client engagements, including speaker selection, messaging, and resource prioritization.

• Provide comprehensive support for all aspects of the Client Strategy team's engagement initiatives - including events, conferences, speaker coordination, advisor education, and related programs - ensuring alignment with business objectives and flawless execution.

• Manage logistical planning and coordination for client engagement activities to ensure a seamless client experience. Support project management efforts and progressively take on more strategic responsibilities as familiarity with the business deepens.

• Collaborate closely with internal stakeholders - including client-facing teams, advisor education, marketing, product strategy, and portfolio management - to drive awareness and adoption of GWM initiatives and sales campaigns through internal communications, resources, tools, etc.

• Play a key role in helping to build a comprehensive, repeatable, end-to-end client engagement process for pre- and post-event(s), with a focus on continual touchpoints and resources to maintain top-of-mind awareness.

• Step in and contribute across a variety of initiatives as needed, demonstrating flexibility and a proactive approach to team priorities.

Qualifications

• Minimum of a bachelor's degree required.

• 3-6 years of experience in the financial services industry, ideally within wealth management, business development, client-facing, or internal sales roles.

• Demonstrated understanding of wealth management, including client segmentation, the competitive landscape, investment trends, and advisor best practices strongly preferred.

• Strong project and event management skills, with the ability to coordinate multiple initiatives and ensure seamless execution.

• Excellent written and verbal communication skills, including experience preparing presentations and coordinating with speakers for client-facing events.

• Ability to collaborate effectively across teams and departments, with strong interpersonal and relationship-building skills.

• Comfort using data and insights to evaluate engagement effectiveness and inform strategic decisions.

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with CRM or marketing tools (e.g., Salesforce, Seismic) is a plus.

About You

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills.

• Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equips you to manage unstructured processes and demanding responsibilities successfully.

• Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.

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.