Vice President, External Advisor Consultant (Retirement Sales)


Company:: Pacific Investment Mgmt Company
Location:: Newport Beach, CA
Job Type:: Full Time
Category:: Asset Management

Yrs of Exp:: 5+ to 7 years
Posted:: 2/5/2013

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Job Description

Job ID: 13493

Position Description:
The Retirement/Defined Contribution Distribution business within PIMCO is responsible for developing, servicing and growing assets under management within the U.S. retirement market. The Retirement Sales team focuses primarily on the Defined Contribution (401(k), 457, 403(b), profit sharing plans) segments of the retirement market, providing sales expertise and specialized product support for various management affiliates and variety of distribution channels.

The successful candidate will work closely with members of both the Retirement and Retail Distribution teams and direct a broad range of territory specific discussions, sales, and ongoing client servicing initiatives. This position will focus on the one of seven regions of the United States. General responsibilities include coordination of retirement messages and positioning of investment solutions, territory sales, and relationship management; a thorough understanding of the changing retirement market is critical to success.

Responsibilities
• Maintain up-to-date perspectives on the retirement markets and understand how PIMCO investment solutions fulfill specific retirement plan needs
• Work with key retirement advisors to grow Defined Contribution assets under management, with emphasis on core investment options and target date strategies
• Provide ongoing sales support for key distribution platforms and retirement specialists within the territory;
• Build relationships with small to mid-sized DC-focused consultants;
• Support retail wholesalers in developing new retirement advisors
• Analyze industry and portfolio data for use in competitive analyses, product positioning and the development of sales tools.
• Develop and maintain a pipeline of specific retirement opportunities within the territory (North Carolina, South Carolina, Georgia, Florida, Alabama, and Tennessee)

Position Requirements:
• Deep understanding of the retirement market
• Fluency in capital markets and defined contribution investment solutions
• Minimum of 5 years in the retirement industry;
• Excellent work ethic and attention to detail;
• Strong interpersonal skills and the ability to work effectively with others;
• Excellent communication and presentation skills;
• Existing retirement advisor/consultant and platform provider relationships;
• Series 7 and 66 required.

PIMCO is an Equal Opportunity Employer

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