Private Wealth Director, Florida

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
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 Responsibilities

• Private Wealth Director colleagues
• The Private Wealth Director will represent PIMCO to the largest and most sophisticated clients across the traditional wealth platform and RIA communities in the state of Florida, covering:
• Cover the full breadth and depth of the PIMCO platform, marketing all solutions to allocators, including Mutual Funds, ETFs, Closed End Funds, Interval Funds, and private alternative investment vehicles
• Demonstrate the ability to marshal internal resources and effectively use technology to create scale and impact across clients
• External Centers of Influence at partner firms
• Work directly with Private Wealth Advisors in their own market (Florida) and also partner with Field Account Managers in adjacent/non-endemic markets in the Southeast United States to pursue opportunities within the Private Wealth community as a Private Wealth specialist
• PIMCO Portfolio Managers and Product Strategists
• Southeast Field Account Managers
• Private Wealth Advisors within PIMCO’s four major wirehouse platform partners: Morgan Stanley, Merrill Lynch, UBS, and Wells Fargo Advisors in Florida
• Demonstrate exceptional capital markets aptitude and be capable of delivering PIMCO’s top-down global macro approach with fluency
• US GWM Field Sales’ South Central Divisional Sales Manager
• RIAs, typically with a minimum $750mm discretionary AUM in Florida
• Report frequently to PIMCO US GWM Leadership in close collaboration with:

Position Requirements

• CFA and/or MBA a plus
• Bachelor's degree required
• Series 7 and 63 licenses required
• Minimum 10 years covering wirehouse Private Wealth and/or RIA platforms in Florida
• Excellent communication skills

Skills

• Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs
• Superior interpersonal and communication skills required to create meaningful and long-term relationships
• Excellent partnership skills
• Strategic thinker
• Strong presentation and public speaking skills

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary: $ 305,000.00
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.