📌 Core Information
🔹 Job Title: Vice President, Field Segment Marketing Manager
🔹 Company: PIMCO
🔹 Location: New York, NY
🔹 Job Type: Full-Time
🔹 Category: Investment Management
🔹 Date Posted: July 2, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Developing and executing tailored marketing strategies for specific financial advisor segments
- Collaborating with sales teams and stakeholders to create a cohesive advisor experience at PIMCO
- Leading agile teams to deliver integrated marketing campaigns and sprints
- Analyzing campaign performance and client experience to optimize the advisor journey
- Implementing agile processes and fostering a culture of agility
ASSUMPTION: This role requires a strategic mindset, strong project management skills, and a deep understanding of financial advisor segments to succeed.
📋 Key Responsibilities
✅ Deliver exceptional and tailored financial advisor experiences through a combination of digital and traditional marketing tactics designed to drive engagement, growth, and retention
✅ Partner with U.S. Global Wealth Management business leaders and sales partners to identify and align on commercial objectives
✅ Lead small agile teams to develop and execute segment-specific integrated marketing sprints and campaigns
✅ Analyze client experience and campaign performance to identify valuable marketing tactics and journey enhancements
✅ Continuously optimize the advisor experience with PIMCO using quantitative insights and qualitative feedback
✅ Implement agile processes and foster a culture of agility and adoption of best practices
ASSUMPTION: This role involves a high degree of collaboration, stakeholder management, and data-driven decision making to achieve marketing objectives.
🎯 Required Qualifications
Education: Bachelor’s Degree or equivalent
Experience: 5-10 years of B2B marketing experience within financial services
Required Skills:
- Proven track record in developing and executing marketing strategies for financial advisors
- Strong understanding of advisor segments and relevant client journeys
- Exceptional organizational and project management skills
- Adaptability and collaboration in dynamic, fast-paced environments
- High ethical standards and integrity
- Strong written and verbal communication skills
- Solid knowledge of investment products and services, including fixed income
- Intellectual curiosity and ability to learn new concepts quickly
Preferred Skills:
- Experience or affinity for data, analytics, sales enablement, marketing automation, ABM, and segment marketing
- Strong work ethic with a roll-up-the-sleeves, “no-job-too-small” attitude
ASSUMPTION: Candidates with a proven background in financial services marketing and a strong understanding of advisor-centric strategies will be most successful in this role.
💰 Compensation & Benefits
Salary Range: $150,000.00 - $225,000.00 per year
Benefits:
- Competitive benefits package
- 401(k) plan with company match
- Health, dental, and vision insurance
- Paid time off and holidays
- Employee assistance program
- Professional development opportunities
Working Hours: Full-time position, typically Monday-Friday, 9:00 AM - 5:00 PM, with flexibility for the role
ASSUMPTION: The salary range provided is based on industry standards for similar roles and experience levels in the New York area.
📌 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 a wide range of fixed income and credit opportunities to clients
- Emphasizes a high-performance, inclusive culture with a focus on collaboration, openness, responsibility, and excellence
Company Specialties:
- Fixed Income Investments
- Credit Opportunities
- Global Wealth Management
Company Website: https://www.pimco.com/gbl/en/
ASSUMPTION: PIMCO's extensive experience and global presence provide a stable and supportive environment for employees to grow and succeed.
📊 Role Analysis
Career Level: Mid-level to senior marketing role with potential for growth and leadership opportunities
Reporting Structure: Reports directly to the U.S. Global Wealth Management marketing team
Work Arrangement: On-site, with potential for flexibility and remote work arrangements
Growth Opportunities:
- Potential to lead larger marketing initiatives and teams as the role evolves
- Opportunities to learn and develop expertise in various aspects of investment management and marketing
- Chance to work with and learn from experienced professionals in the industry
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to expand their skills and advance their career within the organization.
🌍 Location & Work Environment
Office Type: Modern, collaborative office space
Office Location(s): 1633 Broadway, New York, NY 10019, US
Geographic Context:
- New York, NY is a major financial hub with a vibrant and diverse business community
- The office is conveniently located in Midtown Manhattan, close to public transportation and amenities
- The city offers a wide range of cultural, entertainment, and dining options
Work Schedule: Full-time, with potential for flexible hours and remote work arrangements
ASSUMPTION: The New York office provides a dynamic and stimulating work environment, with easy access to the city's many attractions and resources.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager
- In-depth behavioral and skills-based interviews with the marketing team
- Final interview with senior leadership
Key Assessment Areas:
- Marketing strategy and planning
- Project management and stakeholder collaboration
- Data analysis and interpretation
- Communication and presentation skills
Application Tips:
- Highlight relevant marketing experience and achievements in your resume
- Tailor your cover letter to demonstrate your understanding of financial advisor segments and PIMCO's business
- Prepare for behavioral interview questions that focus on your problem-solving skills, adaptability, and collaboration
ATS Keywords: Financial advisor marketing, B2B marketing, segment marketing, agile teams, campaign performance, client experience, investment management
ASSUMPTION: The interview process will focus on assessing your marketing expertise, strategic thinking, and cultural fit within the PIMCO organization.
🛠️ Tools & Technologies
- Marketing automation platforms (e.g., Marketo, Pardot)
- Data analysis tools (e.g., Tableau, Power BI)
- Project management software (e.g., Asana, Jira)
- Collaboration tools (e.g., Microsoft Office Suite, Google Workspace)
ASSUMPTION: The specific tools and technologies used may vary depending on the team's preferences and the organization's standards.
👔 Cultural Fit Considerations
Company Values:
- Collaboration
- Openness
- Responsibility
- Excellence
Work Style:
- Fast-paced and dynamic
- Collaborative and team-oriented
- Data-driven and analytical
- Adaptable and responsive to change
Self-Assessment Questions:
- Do you thrive in a fast-paced, collaborative environment?
- Are you comfortable working with data and using it to inform marketing strategies?
- Do you have a strong understanding of financial advisor segments and their unique needs?
- Are you able to manage multiple priorities and stakeholders effectively?
ASSUMPTION: Candidates who align with PIMCO's core values and work style will be most successful in this role.
⚠️ Potential Challenges
- Managing multiple priorities and stakeholders in a fast-paced, matrixed organization
- Keeping up with industry trends and regulatory changes in the investment management sector
- Balancing the need for data-driven decision making with the need for quick and agile execution
- Adapting to changes in the business environment and market conditions
ASSUMPTION: These challenges can be overcome with strong project management skills, adaptability, and a focus on continuous learning and improvement.
📈 Similar Roles Comparison
- This role is unique in its focus on field segment marketing within the U.S. Global Wealth Management team
- Similar roles in other organizations may have a broader or more specific focus, depending on the company's size and structure
- Career progression in this role may involve moving into a leadership position within the marketing team or transitioning into a related role within the organization
ASSUMPTION: This role offers a unique opportunity to specialize in field segment marketing within a large, global investment management firm.
📝 Sample Projects
- Developing and executing a targeted marketing campaign to drive advisor engagement and growth within a specific segment
- Analyzing campaign performance data to identify trends and optimize future marketing efforts
- Collaborating with sales teams to create tailored content and resources for financial advisors
ASSUMPTION: These sample projects illustrate the range of responsibilities and initiatives that the Vice President, Field Segment Marketing Manager may undertake in this role.
❓ Key Questions to Ask During Interview
- Can you describe the team structure and dynamics within the U.S. Global Wealth Management marketing team?
- How does this role fit into the broader marketing strategy for PIMCO's U.S. Global Wealth Management business?
- What are the most pressing challenges facing the field segment 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 company's approach to work-life balance and flexible work arrangements?
ASSUMPTION: These questions will help you better understand the role, the team, and the company culture, allowing you to make an informed decision about your fit for the position.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight your relevant marketing experience and skills
- Write a cover letter that demonstrates your understanding of financial advisor segments and PIMCO's business
- Prepare for behavioral interview questions that focus on your problem-solving skills, adaptability, and collaboration
- 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.
