Illinois Cpa Society | Account Manager
Vor 2 Tagen
PIMCO is a global leader in active fixed income with deep expertise across public and private markets.
We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.
Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
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.
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.
The Australian business of PIMCO was established in 1997 and now serves more than 70 institutional clients and 9,000 financial advisers invested in a wide range of domestic and global fixed interest strategies.
Assets managed on behalf of Australian and New Zealand investors totals in excess of A$58 billion.
Role Overview
This position is a unique and exciting opportunity for an outstanding individual to work within a high performing team to service and grow the private bank and high net worth IFA channel across PIMCO's full suite of investment strategies.
The successful candidate will possess superior consultative and relationship building skills and a thorough understanding of fixed income, private markets, quant and alternative strategies.
PIMCO are seeking a team player with a demonstrated track record in servicing relationships across the private bank and high net worth channel
Responsibilities
Primary responsibility is to drive targeted sales activity in line with the PIMCO Australia global wealth management national strategy to achieve and surpass net and gross sales and targeted activity goals on a monthly, quarterly, and annual basis.
Work collaboratively within the broader PIMCO global wealth management team (specifically, GWM Sales Channel) to formulate, execute and accomplish a business plan that adheres to the guiding principles of keeping a long term perspective and maintaining a consultative sales approach.
Maintain in-depth knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies as well as those of its clients.
High level of targeted client activity to identify, grow and cultivate relationships across accounts.
Activities include, group, one on one, and educational seminars.
Maintain highest level of compliance with all industry and PIMCO regulations.
Develop a productive working relationship with prospects, clients and key stakeholders Comply with all legislative and regulatory requirements, especially FoFA.
Support the broader PIMCO Business Objectives.
Represent PIMCO as needed at national, regional, and local conferences and training events.
Provide feedback to PIMCO management on product demand, sales trends and client satisfaction.
You are expected to fully embrace and seek personal and professional educational opportunities sponsored by PIMCO.
Qualifications Bachelor's degree required.
CFA and/or MBA will be highly preferred.
Minimum of 5 years in a client facing role.
RG146 compliant.
Superior interpersonal and communication skills required to create meaningful and long-term relationships with financial advisors.
Strong presentation and public speaking skills for group and individual sales presentations.
Ability to contribute and execute on group strategy.
Stamina to maintain high levels of targeted activity.
Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs.
Excellent partnership skills.
PIMCO is an equal opportunity employer
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.
#J-18808-Ljbffr
-
Illinois Cpa Society | Tax Manager
vor 3 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitJob Requisition ID:35484â?¢ Work in a highly innovative and transformative businessâ?¢ Work/life balance with access to flexible work arrangementsâ?¢ Salary packaging - to suit your personal and financial circumstancesWhat will your typical day look like?As part of the National Partner Services team, you will work with a diverse range of internal...
-
Tax Manager
vor 4 Wochen
Sydney, Österreich Illinois Cpa Society VollzeitJob Requisition ID: 35484â?¢ Work in a highly innovative and transformative businessâ?¢ Work/life balance with access to flexible work arrangementsâ?¢ Salary packaging - to suit your personal and financial circumstancesWhat will your typical day look like?As part of the National Partner Services team, you will work with a diverse range of internal...
-
Account Manager
Vor 2 Tagen
Sydney, Österreich Illinois Cpa Society VollzeitPIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.Our flexible capital base and deep relationships with issuers have helped us become one of the...
-
M&A Consulting Services
vor 2 Monaten
Sydney, Österreich Illinois Cpa Society VollzeitFlexible work arrangements - work in a way that suits you best, including part-time options18 weeks paid parental leave + 12 months return to work support (work 4 days and get paid 5)Learn from the best in the businessDo you want to help some of the largest, most interesting organisations in the world imagine, deliver and run the future?In response to the...
-
M&A Consulting Services
vor 2 Monaten
Sydney, Österreich Illinois Cpa Society VollzeitFlexible work arrangements - work in a way that suits you best, including part-time options18 weeks paid parental leave + 12 months return to work support (work 4 days and get paid 5)Learn from the best in the business Do you want to help some of the largest, most interesting organisations in the world imagine, deliver and run the future?In response to the...
-
Buscojobs | Illinois Cpa Society | Tax Manager
vor 1 Woche
Sydney, Österreich Tideri Jobbörse VollzeitSome career choices have more impact than others.At HSBC we exist with the purpose of Opening up a World of Opportunity.We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity.We bring together the people, ideas and capital that nurture progress and growth,...
-
Illinois Cpa Society | Tax Manager | Sydney
vor 1 Monat
Sydney, Österreich Tideri Jobbörse VollzeitSome career choices have more impact than others.At HSBC we exist with the purpose of Opening up a World of Opportunity.We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity.We bring together the people, ideas and capital that nurture progress and growth,...
-
Tax Manager
vor 3 Monaten
Sydney, Österreich Illinois Cpa Society VollzeitSome career choices have more impact than others. At HSBC we exist with the purpose of Opening up a World of Opportunity.We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity.We bring together the people, ideas and capital that nurture progress and growth,...
-
Tax Manager
vor 3 Monaten
Sydney, Österreich Illinois Cpa Society VollzeitSome career choices have more impact than others.At HSBC we exist with the purpose of Opening up a World of Opportunity.We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity.We bring together the people, ideas and capital that nurture progress and growth,...
-
Cfo Advisory
vor 2 Monaten
Sydney, Österreich Illinois Cpa Society VollzeitJob Requisition ID: 31231In Finance Assurance, we are specialists in finance function transformation, CFO advisory services, accounting change, financial management, transaction accounting advice, and specialised finance outsourcing. To put it simply, we help our clients make their finance functions more efficient and effective.You will be working as part of...
-
Cfo Advisory
vor 2 Monaten
Sydney, Österreich Illinois Cpa Society VollzeitJob Requisition ID: 31231In Finance Assurance, we are specialists in finance function transformation, CFO advisory services, accounting change, financial management, transaction accounting advice, and specialised finance outsourcing.To put it simply, we help our clients make their finance functions more efficient and effective.You will be working as part of...
-
Senior Business Analyst
vor 4 Wochen
Sydney, Österreich Illinois Cpa Society VollzeitA leading Financial services organisation is seeking a Senior Business Analyst, to drive the evolution of their wrap platform.Leverage your platform expertise to understand stakeholder needs and shape the new platform's capabilities.Key Responsibilities: Collaborate with stakeholders to gather and analyze requirements for the new platform's features and...
-
Senior Business Analyst
vor 3 Monaten
Sydney, Österreich Illinois Cpa Society VollzeitA leading Financial services organisation is seeking a Senior Business Analyst, to drive the evolution of their wrap platform. Leverage your platform expertise to understand stakeholder needs and shape the new platform's capabilities. Key Responsibilities: Collaborate with stakeholders to gather and analyze requirements for the new platform's features...
-
Senior Analyst | Controls Assurance | Sydney
vor 2 Monaten
Sydney, Österreich Illinois Cpa Society VollzeitJob Requisition ID: 35613Choice and flexibility on where, when and how you workMentoring programs - receive support and coaching to progress your careerRecognition culture to celebrate milestones and discounts at hundreds of retailers About the roleOur Controls & Third Party Assurance specialist team applies core assurance and accounting techniques to assist...
-
Business Tax Advisory Opportunities
vor 2 Wochen
Sydney, Österreich Illinois Cpa Society VollzeitJob Requisition ID: 32443Deloitte Experience (DX) - flexible work arrangements - work in a way that suits you bestWorld-class learning and leadership programs - to continually drive your careerDiscounts & perks - a variety of employee discounts at over 100 leading retailersAbout the teamOur Business Tax Advisory team work on complex domestic, corporate, and...
-
Business Tax Advisory Opportunities
vor 4 Wochen
Sydney, Österreich Illinois Cpa Society VollzeitJob Requisition ID: 32443Deloitte Experience (DX) - flexible work arrangements - work in a way that suits you bestWorld-class learning and leadership programs - to continually drive your careerDiscounts & perks - a variety of employee discounts at over 100 leading retailers About the teamOur Business Tax Advisory team work on complex domestic, corporate, and...
-
Sydney, Österreich Tideri Jobbörse VollzeitJob Requisition ID: 32443Deloitte Experience (DX) - flexible work arrangements - work in a way that suits you best World-class learning and leadership programs - to continually drive your career Discounts & perks - a variety of employee discounts at over 100 leading retailers About the teamOur Business Tax Advisory team work on complex domestic, corporate,...
-
Customer Account Credit Officer
vor 2 Wochen
Sydney, Österreich Illinois Tool Works VollzeitTogether We Explore – Customer Account Credit Officer It's not every day you find a place that gives you the opportunity to build a career as individual as you.At ITW, anything is possible.We're looking for self-starters - driven people who are curious about the world and always looking for ways to add value and make continuous improvements.Our success...
-
Customer Account Credit Officer
vor 3 Wochen
Sydney, Österreich Illinois Tool Works VollzeitTogether We Explore – Customer Account Credit Officer It's not every day you find a place that gives you the opportunity to build a career as individual as you.At ITW, anything is possible.We're looking for self-starters - driven people who are curious about the world and always looking for ways to add value and make continuous improvements.Our success...
-
Senior Financial Analyst- Nsw Government
vor 3 Monaten
Sydney, Österreich Illinois Cpa Society VollzeitNSW Government is seeking a highly skilled and motivated Financial Analyst to join their dynamic team. The successful candidate will be responsible for various financial tasks, including budget preparation, management reporting, and financial analysis. This role requires meticulous attention to detail, strong analytical skills, and the ability to effectively...
