Vice President, Account Manager – Alternatives

📌 Core Information

🔹 Job Title: Vice President, Account Manager – Alternatives

🔹 Company: PIMCO

🔹 Location: New York, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: April 2, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Managing relationships with platform partners and internal teams to support US wealth alternatives business growth.
• Serving as the main contact for home office research teams and originations professionals.
• Collaborating on business initiatives, product launches, and platform onboardings.
• Leading investor relations efforts, including managing investment and operations due diligence.

ASSUMPTION: The job involves high-level coordination and relationship management across diverse teams, indicating a strategic role demanding excellent interpersonal skills.

📋 Key Responsibilities

✅ Develop in-depth knowledge of PIMCO’s alternative products to address client inquiries.

✅ Cultivate relationships to support business development with RIA aggregators and broker-dealers.

✅ Exhibit dedication to client service with prompt and urgent responses.

✅ Collaborate with internal teams to facilitate information sharing and response timeliness.

✅ Utilize advanced tools like Excel and CRM systems for special projects and data presentation.

✅ Maintain compliance with all industry standards and regulatory requirements.

✅ Contribute to business objectives by providing feedback on product demand and client satisfaction.

✅ Represent PIMCO at industry events and embrace professional development opportunities.

ASSUMPTION: Responsibilities extend beyond client management to include strategic feedback contributing to broader company goals.

🎯 Required Qualifications

Education: Minimum bachelor's degree. CFA, CAIA, or an MBA is a plus.

Experience: Minimum of 5 years in alternatives, credit, or real estate markets.

Required Skills:

• Client Engagement
• Relationship Building
• Project Management

Preferred Skills:

• Experience with iCapital and CAIS
• Established relationships with platform partners

ASSUMPTION: The qualifications emphasize strategic thinking and existing industry relationships, indicating a role focused on navigating complex markets.

💰 Compensation & Benefits

Salary Range: $205,000.00 - $240,000.00

Benefits:

• Base salary and discretionary bonus based on performance
• Professional development opportunities sponsored by PIMCO
• Comprehensive health and wellness packages

Working Hours: 40 hours per week, with typical full-time on-site expectations.

ASSUMPTION: Compensation includes performance incentives reflecting both individual and business success, emphasizing a results-driven workplace culture.

📌 Applicant Insights

🔍 Company Context

Industry: Investment Management – Offering both traditional and alternative investment solutions.

Company Size: 1,001-5,000 employees, providing a global platform with extensive resources.

Founded: 1971, with a history of leadership in active fixed income investment strategies.

Company Description:

• Pioneers in active fixed income investment.
• Strong global presence and deep market expertise.
• Commitment to diversity and high-performance culture.

Company Specialties:

• Active fixed income
• Alternative investments
• Credit markets

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

ASSUMPTION: The company leverages its historic leadership and global positioning to offer cutting-edge investment solutions.

📊 Role Analysis

Career Level: Executive leadership role, with significant strategic influence.

Reporting Structure: Likely reports to senior executives within the US Global Wealth Management division.

Work Arrangement: Full-time, on-site position—requiring presence in New York office.

Growth Opportunities:

• Potential advancement into higher executive roles.
• Networking and relationship-building with industry leaders.
• Opportunities to influence strategic business outcomes.

ASSUMPTION: The role provides substantial influence on business strategies, with potential for further career advancement.

🌍 Location & Work Environment

Office Type: Corporate office environment within a major financial hub.

Office Location(s): New York, NY

Geographic Context:

• Access to a broad range of financial services firms and clientele.
• Conveniently located for commuting and networking in New York's financial district.
• Opportunities for engagement in local industry events and conferences.

Work Schedule: Traditional corporate hours with potential flexibility for networking events and conferences.

ASSUMPTION: The New York location offers dynamic engagement with financial markets, providing ample professional development and networking opportunities.

💼 Interview & Application Insights

Typical Process:

• Initial screening with HR and recruitment team.
• Technical and strategic interview with hiring manager.
• Final interview focused on cultural fit and strategic alignment.

Key Assessment Areas:

• Knowledge of alternative investment strategies.
• Ability to manage and cultivate client relationships.
• Strategic thinking and problem-solving skills.

Application Tips:

• Highlight experience with alternative investment platforms.
• Demonstrate strong communication and relationship-building skills.
• Showcase strategic accomplishments and impact on business growth.

ATS Keywords: Alternatives, Client Engagement, Strategic Management, Investment Platforms

ASSUMPTION: Application processes are detailed, focusing on experience in alternative investments and strategic management capabilities.

🛠️ Tools & Technologies

• CRM Systems
• Excel (including advanced functions and macros)
• Database Management Tools

ASSUMPTION: The use of advanced data analytics tools suggests a results-oriented role requiring precision and detailed strategic planning.

👔 Cultural Fit Considerations

Company Values:

• Collaboration
• Openness
• Responsibility
• Excellence

Work Style:

• Team-oriented with individual accountability.
• Emphasizes constant learning and adaptability.
• Focus on ethical standards and integrity in all actions.

Self-Assessment Questions:

• Can you effectively manage high-level strategic relationships?
• Do you thrive in dynamic financial environments?
• How do you contribute to team success while maintaining personal accountability?

ASSUMPTION: Candidates should align with PIMCO’s value-driven culture, emphasizing collaboration and continuous improvement.

⚠️ Potential Challenges

• Managing complex and high-value client relationships.
• Navigating diverse and rapidly changing financial markets.
• Ensuring compliance with industry standards and regulations.
• Achieving ambitious sales and growth targets amidst competitive markets.

ASSUMPTION: Insight into challenges suggests a need for resilience and adaptability in managing demanding client and market dynamics.

📈 Similar Roles Comparison

• Higher strategic involvement compared to typical account management roles.
• Increased complexity and scope due to alternative investment products.
• Demand for deeper industry knowledge and regulatory compliance expertise.

ASSUMPTION: The role aligns with senior account management positions, with an emphasis on alternative investments.

📝 Sample Projects

• Develop and implement new alternative investment product strategies.
• Coordinate large-scale client onboarding for alternative investment platforms.
• Design data-driven reports to enhance client investment strategies.

ASSUMPTION: Projects likely focus on strategic development and improving client engagement through innovative investment solutions.

❓ Key Questions to Ask During Interview

• What specific challenges does PIMCO anticipate in the alternative investments space?
• How does this role contribute to the firm's broader strategic initiatives?
• What metrics are used to assess success in this position?
• How does PIMCO support professional development in emerging financial trends?
• Can you describe the team dynamic within the US Global Wealth Management division?

ASSUMPTION: Preparing strategic, company-focused questions will demonstrate initiative and genuine interest in contributing to PIMCO's objectives.

📌 Next Steps for Applicants

To apply for this position:

• Prepare a resume detailing your experience in alternatives and relationship management.
• Compose a cover letter highlighting your strategic accomplishments and alignment with PIMCO’s culture.
• Submit your application through the PIMCO career portal or this link.
• Ensure all credentials, such as FINRA licenses, are documented or planned for acquisition.
• Follow up with HR for any clarifications on the role or application status.

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