Associate – Retirement Marketing

📌 Core Information

🔹 Job Title: Associate – Retirement Marketing

🔹 Company: PIMCO

🔹 Location: Newport Beach, CA or New York, NY

🔹 Job Type: Full-Time

🔹 Category: Marketing

🔹 Date Posted: May 20, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Supporting strategic marketing initiatives for retirement investors
• Managing day-to-day project logistics and campaign execution
• Collaborating with cross-functional teams to deliver client-centric experiences
• Analyzing metrics and providing actionable recommendations to optimize marketing efforts

ASSUMPTION: This role requires a high level of organization, attention to detail, and strong communication skills to manage multiple projects and stakeholders effectively.

📋 Key Responsibilities

✅ Execute day-to-day project management and campaign logistics

✅ Manage the development and production of marketing materials

✅ Collect, analyze, and summarize metrics for all marketing activities

✅ Collaborate with global colleagues across multiple functions

✅ Coordinate with the global marketing team to ensure adherence to PIMCO’s brand standards

✅ Drive innovation by researching industry trends and competitor activities

✅ Embody PIMCO’s CORE Values – Collaboration, Openness, Responsibility, and Excellence

ASSUMPTION: The role involves a high degree of multitasking, requiring the ability to juggle multiple projects and deadlines while maintaining a strong attention to detail.

🎯 Required Qualifications

Education: Bachelor’s degree required

Experience: 3-4 years of experience in marketing campaign and project management within the financial services industry; Defined Contribution/Retirement experience preferred

Required Skills:

• Advanced proficiency in Microsoft Office Suite (Word, PowerPoint, Excel)
• Strong understanding of modern digital marketing platforms and practices
• An ability to thrive in a demanding environment with uncompromising attention to detail
• Strong analytical skills with the ability to extract actionable insights from data

Preferred Skills:

• Marketing experience within investment management

• Experience navigating firm approval processes

ASSUMPTION: While not explicitly stated, proficiency in Adobe Creative Suite is highly recommended for this role due to the requirement for managing marketing materials.

💰 Compensation & Benefits

Salary Range: $87,000 - $93,000 per year

Benefits:

• PIMCO offers a total compensation approach, including a base salary and a discretionary bonus
• Equal Employment Opportunity and Affirmative Action Statement
• Applicants with Disabilities accommodation

Working Hours: Full-time, typically 40 hours per week

ASSUMPTION: The salary range provided is an estimate based on industry standards for a Marketing Associate role with 3-4 years of experience in the financial services industry.

📌 Applicant Insights

🔍 Company Context

Industry: Investment Management

Company Size: 1,001-5,000 employees

Founded: 1971

Company Description:

• PIMCO is a global leader in active fixed income with deep expertise across public and private markets
• Invests clients’ capital across a range of fixed income and credit opportunities
• Emphasizes a high-performance inclusive culture, celebrating diverse thinking

Company Specialties:

• Active fixed income management
• Complex debt markets navigation
• Traditional and nontraditional investment solutions

Company Website: https://www.pimco.com/gbl/en/

ASSUMPTION: PIMCO's extensive experience and global presence provide a stable and reputable environment for employees to grow and develop their careers.

📊 Role Analysis

Career Level: Mid-level Marketing Associate

Reporting Structure: Reports to the Institutional Client Marketing team

Work Arrangement: On-site, with potential for hybrid or remote work in the future

Growth Opportunities:

• Potential to take on more responsibilities and advance within the marketing department
• Opportunities to work on high-impact projects and collaborate with diverse teams
• Access to professional development resources and training programs

ASSUMPTION: As a mid-sized company, PIMCO offers a balance between the resources and opportunities of a larger organization and the intimacy and growth potential of a smaller one.

🌍 Location & Work Environment

Office Type: Modern, professional office environment

Office Location(s): Newport Beach, CA or New York, NY

Geographic Context:

• Newport Beach, CA: A coastal city in Southern California, known for its beaches, parks, and high-end shopping
• New York, NY: A major global city with a vibrant cultural scene, diverse neighborhoods, and numerous job opportunities

Work Schedule: Standard business hours, with flexibility for occasional remote work

ASSUMPTION: Both office locations offer a dynamic work environment with access to various amenities and cultural attractions.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the hiring manager
• In-person or virtual interview with the marketing team
• Final interview with senior leadership

Key Assessment Areas:

• Marketing campaign and project management skills
• Analytical and problem-solving abilities
• Communication and collaboration skills
• Alignment with PIMCO's CORE values

Application Tips:

• Highlight relevant marketing experience and achievements in your resume
• Tailor your cover letter to demonstrate your fit for the role and company
• Prepare examples of successful marketing campaigns or projects you've managed
• Research PIMCO's marketing efforts and be ready to discuss how you can contribute to their success

ATS Keywords: Marketing Campaign Management, Project Management, Defined Contribution, Analytical Skills, Client-Centric Experience, Collaboration, Communication, Creativity, Attention to Detail, Emotional Intelligence, Problem-Solving, Digital Marketing, Microsoft Office Suite, Adobe Creative Suite, Research, Innovation

ASSUMPTION: PIMCO's application process is designed to assess candidates' skills and cultural fit, with a focus on their ability to thrive in a dynamic and collaborative environment.

🛠️ Tools & Technologies

• Microsoft Office Suite (Word, PowerPoint, Excel)
• Adobe Creative Suite (Photoshop, Illustrator, InDesign)
• Marketing automation and analytics platforms (e.g., Marketo, Google Analytics)

ASSUMPTION: The required tools and technologies for this role are industry-standard and widely used in marketing departments.

👔 Cultural Fit Considerations

Company Values:

• Collaboration
• Openness
• Responsibility
• Excellence

Work Style:

• Highly collaborative and team-oriented
• Results-driven and focused on delivering exceptional client experiences
• Adaptable and responsive to changing market conditions

Self-Assessment Questions:

• Do I thrive in a fast-paced, dynamic environment with multiple stakeholders?
• Am I committed to delivering high-quality work and continuously improving my skills?
• Do I embrace a culture of openness and collaboration, valuing diverse perspectives?

ASSUMPTION: PIMCO's CORE values are deeply ingrained in the company culture, guiding employees' behavior and decision-making processes.

⚠️ Potential Challenges

• Managing multiple projects and deadlines simultaneously
• Navigating a large, global organization with diverse teams and stakeholders
• Adapting to changing market conditions and priorities
• Meeting high standards for quality and excellence in marketing efforts

ASSUMPTION: These challenges are inherent to the role and require strong organizational skills, adaptability, and a commitment to delivering high-quality work.

📈 Similar Roles Comparison

• Marketing Specialist – Retirement Services (Fidelity Investments)
• Retirement Marketing Manager (Vanguard)
• Associate Marketing Manager – Retirement (TIAA)

ASSUMPTION: These roles share similarities in their focus on retirement marketing, but each company has its unique culture, size, and approach to marketing efforts.

📝 Sample Projects

• Developing and executing a marketing campaign to promote a new retirement product
• Conducting market research to identify trends and opportunities in the retirement space
• Managing the production and distribution of marketing materials for a major retirement conference

ASSUMPTION: These sample projects reflect the diverse range of responsibilities and initiatives that a Marketing Associate in the retirement space might undertake.

❓ Key Questions to Ask During Interview

• What are the most pressing challenges facing the retirement marketing team currently?
• How does this role fit into the broader marketing strategy for retirement services at PIMCO?
• What opportunities are there for professional development and growth within the marketing department?
• How does PIMCO support work-life balance for its employees?
• What is the team's approach to collaboration and decision-making processes?

ASSUMPTION: These questions are designed to provide insight into the role's priorities, the team's dynamics, and the company's culture and values.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight relevant marketing experience and skills
• Write a cover letter explaining your fit for the role and how you can contribute to PIMCO's success
• Prepare examples of successful marketing campaigns or projects you've managed
• Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.