Vice Private Client Service Team Lead

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.

JOB DESCRIPTION: US GWM Growth Markets Team Lead- Private Client Service Team

The Team Lead will lead our Private Client Service Team responsible for engagement with Account Managers and providing exceptional client service and operational support to clients. As a player/coach, this individual will lead a team of problem solvers and act as a primary point of contact via frequent communication with clients and PIMCO Account Managers.

You will be responsible for managing and motivating a high-performing team designing coverage strategy and lead training for your team. You will be a key contributor in building and maintaining key relationships by providing technical, operational, product and customer service support to Advisors.

RESPONSIBILITIES:

• Leadership and Team Management: Lead, mentor, and develop a team of Private Client Service Associates. Set clear goals, monitor performance, build a culture of collaboration and excellence driving accountability and continuous improvement.

• Product Expertise and Strategy: Understanding and willingness to learn details of PIMCO strategies, including SMA's, Mutual Funds, Alternatives, ETFs to support key relationships.

• Understanding Client Needs: Collaborate with Account Managers and cross-functional teams to thoroughly understand clients' unique business practices, ensuring tailored and impactful service delivery.

• Team Collaboration: Engage proactively with Account Managers and cross-functional teams by participating in meetings, leading and contributing to working groups, sharing innovative ideas, and utilizing ongoing mentoring and training to build a cohesive and high-performing work environment across PIMCO.

• Process Development/Issue Resolution: Create, document, and maintain firm-wide processes and procedures, ensuring consistency and efficiency. Resolve operational issues and implement process improvements to enhance efficiency and improve client experience.

• Business Development Support: Partner with Account Managers and SMA Clients Servicing teams on new business opportunities while engaging with prospective clients on strategy selection, onboarding and bulk transitions.

• Cross-Functional Collaboration: Collaborate closely with various internal teams, including management, to address client requests and resolve issues promptly, providing necessary support to enhance client satisfaction.

Qualifications

• Minimum of a bachelor's degree.

• FINRA Series 7 and 63 license or must obtain within three (3) months of start date.

• Proven leadership experience in client operations, relationship management, product management within financial services.

• Minimum of 3-5 years of professional work experience, preferably within financial services or investment management industry or in a client-facing role.

• Strong product knowledge of investment solutions, including SMAs, municipal bonds and other vehicles and strategies.

• Entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships.

• A high degree of accuracy, attention to detail, and strong interpersonal and problem-solving skills.

• Strategic thinker with strong problem-solving skills and results-oriented mindset.

• Outstanding verbal and written communication skills, coupled with a "client first" mindset.

• Strong interpersonal and problem-solving abilities, with the capacity to thrive in a dynamic, fast-paced team environment.

• Proficiency in Excel, Word, and Outlook.

• Experience with CRM systems, Appian, SMARTS and Archer is preferred.

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.