US Global Wealth Management (GWM) Marketing Associate

📌 Core Information

🔹 Job Title: US Global Wealth Management (GWM) Marketing Associate

🔹 Company: PIMCO

🔹 Location: Newport Beach, California or New York City, New York

🔹 Job Type: Full-Time

🔹 Category: Investment Management

🔹 Date Posted: June 11, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site (Newport Beach, CA or New York, NY)

🚀 Job Overview

Key aspects of this role include:

• Supporting U.S. GWM Client Marketing team to optimize Advisor experience
• Collaborating with Channel Marketing heads to build strategic, targeted marketing programs
• Optimizing Advisor experience through cross-functional collaboration
• Serving as a marketing contact for sales teams to accelerate business growth

ASSUMPTION: This role requires a high level of collaboration and project management skills to effectively work with various teams and stakeholders.

📋 Key Responsibilities

✅ Work directly with the VP of U.S. GWM Client Marketing to optimize the Advisor experience by implementing sales enablement and content management best practices

✅ Provide impactful Channel Marketing support by collaborating strategically with Channel Marketing heads and building strategic, targeted marketing programs that drive business results

✅ Optimize the Advisor experience by collaborating closely with cross-functional partners inside and outside of Marketing to drive more efficient document discovery and distribution, enhancing the Marketing to Sales pipeline and helping to deliver the right message at the right time to the right audience

✅ Serve as a marketing contact for our sales teams, focusing on building marketing relationships and programs that accelerate business growth with key clients

✅ Provide day-to-day execution and project management, including managing marketing campaign logistics and event deliverables, data gathering, and facilitating approvals for marketing materials

✅ Execute on high volume of deadline-driven tactical deliverables, such as quarter-end marketing materials updates, marquee content approval workflow and distribution, and other business-critical activities that support the day-to-day U.S. GWM business

✅ Collect, analyze, and summarize metrics for all marketing-related activities, prepare reports for stakeholders, and make recommendations based on findings to optimize the client experience

✅ Collaborate with colleagues across other departments, including partners in product management, compliance, technology, and all marketing departments (brand, corporate marketing, design, digital, channel, editorial, messaging and content)

✅ Gather, maintain, and disseminate marketing resources to internal and client stakeholders

✅ Develop impactful bespoke marketing, delivering immersive client experiences and tailored value-add content that resonates with our clients

✅ Drive innovation by researching trends and competitor activities, brainstorming creative ideas, and championing industry best practices

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

ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to manage multiple projects simultaneously.

🎯 Required Qualifications

Education: Bachelor’s degree required

Experience: 2-5 years of experience in marketing campaign management and project management, preferably within the financial services industry

Required Skills:

• Advanced proficiency in Microsoft Office Suite, including Word, PowerPoint, and Excel
• Exposure to CRM systems and how client-facing teams manage lead generation and client engagement
• Ability to work in a demanding environment with uncompromising attention-to-detail, and commitment to executing under pressure

Preferred Skills:

• Hands-on experience developing and executing marketing campaigns and strategic marketing initiatives
• Exposure to Adobe platform

ASSUMPTION: Candidates with experience in investment management marketing may have an advantage in this role.

💰 Compensation & Benefits

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

Benefits:

• Health, dental, and vision insurance
• 401(k) plan with company match
• Paid time off (vacation, sick, and holidays)
• Employee assistance program
• Tuition reimbursement and professional development opportunities

Working Hours: Full-time (40 hours per week)

ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles and experience levels. Actual compensation may vary based on individual qualifications and company discretion.

📌 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
• Offers traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns
• Committed to delivering the best for clients and each other, guided by CORE values of Collaboration, Openness, Responsibility, and Excellence

Company Specialties:

• Active fixed income management
• Public and private markets investment
• Traditional and nontraditional financing solutions

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

ASSUMPTION: PIMCO's extensive experience and global presence provide a stable and supportive work environment for employees.

📊 Role Analysis

Career Level: Mid-level marketing professional

Reporting Structure: Reports directly to the Vice President in the U.S. GWM Client Marketing team

Work Arrangement: On-site (Newport Beach, CA or New York, NY) with potential for hybrid or remote work in the future

Growth Opportunities:

• Potential to advance within the marketing department or explore other roles within PIMCO
• Chance to work on high-impact projects and contribute to business growth
• Opportunities for professional development and skill-building

ASSUMPTION: This role offers significant growth potential for motivated and talented individuals looking to advance their marketing careers.

🌍 Location & Work Environment

Office Type: Modern, collaborative office spaces in Newport Beach, CA, and New York, NY

Office Location(s): 650 Newport Center Drive, Newport Beach, California 92660, US and 1633 Broadway, New York, NY 10019, US

Geographic Context:

• Newport Beach, CA: Suburban area with a mix of urban and beach lifestyle, close to Los Angeles
• New York, NY: Urban environment with diverse cultural attractions and professional opportunities

Work Schedule: Standard business hours with potential for flexibility and remote work

ASSUMPTION: Both office locations offer a dynamic and engaging work environment, with opportunities for professional growth and networking.

💼 Interview & Application Insights

Typical Process:

• Phone or video screen with a member of the HR team
• Interview with the hiring manager (Vice President, U.S. GWM Client Marketing)
• Final interview with additional team members or stakeholders

Key Assessment Areas:

• Problem-solving skills and ability to manage multiple projects
• Collaboration and communication skills
• Understanding of marketing campaign management and project management
• Alignment with PIMCO's CORE values

Application Tips:

• Highlight relevant marketing campaign management and project management experience in your resume
• Tailor your cover letter to demonstrate your understanding of PIMCO's business and how your skills align with the role's requirements
• Prepare examples of marketing campaigns you've managed and their outcomes

ATS Keywords: Marketing campaign management, project management, sales enablement, content management, client experience, financial services, investment management, PIMCO

ASSUMPTION: The interview process may include behavioral and situational questions to assess your problem-solving skills, collaboration, and communication abilities.

🛠️ Tools & Technologies

• Microsoft Office Suite (Word, PowerPoint, Excel)
• Adobe platform (potentially)
• CRM system (specific platform not mentioned)

ASSUMPTION: Familiarity with these tools and technologies is essential for success in this role.

👔 Cultural Fit Considerations

Company Values:

• Collaboration
• Openness
• Responsibility
• Excellence

Work Style:

• Highly collaborative and team-oriented
• Focused on delivering high-quality work under tight deadlines
• Adaptable and able to manage multiple projects simultaneously

Self-Assessment Questions:

• Do you thrive in a fast-paced, collaborative environment?
• Are you able to manage multiple projects and prioritize effectively?
• Do you have strong attention to detail and a commitment to executing under pressure?

ASSUMPTION: A strong cultural fit for this role requires a candidate who is highly collaborative, adaptable, and detail-oriented.

⚠️ Potential Challenges

• Managing multiple projects and deadlines simultaneously
• Working in a fast-paced, dynamic environment with shifting priorities
• Navigating a large organization and building relationships with various stakeholders
• Adapting to a hybrid or remote work arrangement, if applicable

ASSUMPTION: These challenges require strong organizational skills, adaptability, and effective communication to overcome.

📈 Similar Roles Comparison

• Marketing Manager - Financial Services: Focuses more on overall marketing strategy and less on day-to-day execution and project management
• Marketing Specialist - Investment Management: More specialized role with a focus on specific marketing channels or tactics
• Marketing Coordinator - Wealth Management: Entry-level role with less responsibility for strategic decision-making and project management

ASSUMPTION: This role offers a unique blend of strategic and tactical marketing responsibilities, making it distinct from similar roles in the industry.

📝 Sample Projects

• Developing and executing a quarterly marketing campaign to drive client engagement and business growth
• Collaborating with cross-functional teams to optimize the Advisor experience and enhance the Marketing to Sales pipeline
• Researching industry trends and competitor activities to inform strategic marketing initiatives

ASSUMPTION: These sample projects illustrate the range of responsibilities and the need for strong collaboration and project management skills in this role.

❓ Key Questions to Ask During Interview

• How does this role contribute to PIMCO's overall business strategy and growth?
• What are the most significant challenges facing the U.S. GWM Client Marketing team, and how can this role help address them?
• How does PIMCO support the professional development and growth of its marketing team members?
• What is the typical career path for someone in this role, and what opportunities exist for growth within PIMCO?
• How does PIMCO foster a collaborative and inclusive work environment?

ASSUMPTION: These questions demonstrate your interest in the role, the team, and the company, and provide valuable insights into the work environment and growth opportunities.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight relevant marketing campaign management and project management experience
• Write a cover letter that demonstrates your understanding of PIMCO's business and how your skills align with the role's requirements
• Prepare examples of marketing campaigns you've managed and their outcomes to discuss during the interview
• Follow up with the hiring manager one week after submitting your application to express your continued interest in the role

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