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PIMCO · 2 weeks ago

Account Manager, Financial Institutions Group

Newport Beach, CA

Full-time

Onsite

Senior Level

$180K/yr - $240K/yr

5+ years exp

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. The company is seeking an experienced business development professional to accelerate the growth of their insurance channel by developing new partnerships with U.S. and global insurance companies.

BankingCrowdfundingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Source and develop new business opportunities across U.S. life, P&C, health, and reinsurers

Build senior relationships with CIOs, portfolio managers, and treasury leaders to position PIMCO’s insurance platform

Lead sales process by coordinating internal resources to develop and deliver bespoke investment solutions

Drive prospect activity and manage the pipeline to onboard new clients and close new mandates

Partner with the insurance solutions team to address client needs related to ALM, capital, liquidity, and regulatory requirements

Represent PIMCO at industry events to enhance brand presence and stay informed on market trends and regulatory developments

Collaborate with account associates and cross-functional teams to support client coverage, pitch development, and timely completion of RFPs/RFIs

Qualification

Business DevelopmentInvestment BankingInsurance Industry KnowledgeRelationship ManagementCFA CertificationMBAData AnalyticsPublic SpeakingCommunication SkillsTeam Collaboration

Required

Must possess a four-year college degree with a preferred major of Business (Finance, Accounting), Economics, Mathematics, Computer Science, Engineering

MBA or Master's degree (e.g., global finance, financial engineering, data analytics) encouraged

Minimum of five years of experience in investment banking, capital markets, insurance investment management, actuarial consulting, or insurance balance-sheet strategy

Proven track record of originating & developing senior institutional relationships, preferably insurers

Understanding of (or ability to learn) insurance industry dynamics (regulatory capital, accounting, ALM, portfolio construction, investment vehicle structures)

Confidently articulate complex investment concepts (public markets + private markets) and their implications for insurance balance sheets

Strong public speaking, presentation, and communication abilities

Highly motivated, commercial mindset with a disciplined approach to prospecting / pipeline mgmt

Collaborative team player who thrives partnering across investment, product, and marketing teams

Willingness to travel for client meetings, industry events, and conferences

FINRA Licenses (3, 7, and 63) or willingness to acquire licenses

Preferred

Other advanced certificates preferred (e.g., CFA, CAIA, CPA, FSA, FRM)

Benefits

Medical, dental and vision coverage from your first day of employment.

401k Savings and Retirement Plan

Work/Life Programs such as Flexible Work Arrangements, Parental Leave & Support, Employee Assistance Plan, and Educational/CFA Certification Reimbursement Programs.

Community involvement opportunities with The PIMCO Foundation in each PIMCO office.

Company

PIMCO

Glassdoor3.7

PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.

Founded in 1971

Newport Beach, California, USA

1001-5000 employees

http://www.pimco.com

H1B Sponsorship

PIMCO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (109)

2024 (101)

2023 (120)

2022 (149)

2021 (90)

2020 (69)