SVP, Sales Channel Marketing, Global Wealth Management

Newport Beach, USA
Mar 04, 2023
Apr 03, 2023
Industry Sector
Finance - General
Employment Type
Full Time
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.

Role Summary

PIMCO is seeking a Senior Vice President to join the U.S. Global Wealth Management (U.S. GWM) Marketing team in either of our New York, NY, Austin, TX or Newport Beach, CA offices. Leading a two-person team of sales channel marketers, this individual will be responsible for owning the Financial Advisor experience, partnering with U.S. GWM Sales Leadership to develop channel-specific marketing strategies, define and execute channel marketing plans, and enable client-facing teams with compelling, best-in-class sales collateral to support PIMCO investments. The ideal candidate will combine an investor-centric mindset, investment knowledge and a keen understanding of distribution processes to lead engaging Financial Advisor-focused channel marketing efforts.

This role, and the associated team, serves as a lynchpin between broader marketing and the sales channels of U.S. GWM. It is a highly collaborative function that requires strong partnership with the business, but as importantly, with other U.S. GWM Marketing and global marketing teams.

  • Build strong alignment and partner closely with U.S. GWM Sales Leadership - Private Client Group, Field, Business Development and Internal sales channel heads and divisional/regional management - to prioritize, plan, execute and measure Financial Advisor-driven marketing initiatives that drive engagement and business results
  • Prioritize advisor client journeys across sales segments and collaborate with Digital and Integrated Marketing teams to map, execute and evaluate these customized client experiences
  • Conceive, socialize and lead creation of industry-leading marketing content, campaign strategies and communication programs that benefit Financial Advisors and their investors
  • Work closely with U.S. GWM marketing colleagues on Partner Marketing and Strategic Initiatives teams to fully leverage their partner firm and growth markets efforts with advisor clients
  • Inform our lead generation and activation programs; collaborate with sales to ensure quality contacts are being sourced and followed up on effectively
  • Drive utilization of sales enablement and CRM technologies to modernize the ways that we run campaigns, make content accessible, deliver content to clients, and evaluate efforts
  • Establish a robust operating and communications model with the U.S. GWM sales organization to set strategy, plan, ideate, collaborate and collect feedback; to inform on and champion marketing efforts
  • Gather channel, competitor and industry intelligence with the goal of sharing insight with marketing colleagues, and consistently keeping our marketing strategy and tactics on pace
  • Stay abreast of the changing market environments, ensuring channel needs are anticipated and opportunities are addressed in a timely manner
  • Lead, motivate and develop a team of two marketing channel managers to fulfill on these duties; collaborate effectively across numerous other Regional and Global marketing teams; foster a high performance culture by living our CORE values (Collaboration, Openness, Responsibility and Excellence)
  • Bachelor's Degree in Marketing, Communications, Finance or another related field. Completion of, or working toward, an MBA, CFA or investment certification is preferred
  • 8+ years of total relevant work experience (e.g., marketing, sales, product or portfolio-related role within an investment or wealth management organization)
  • Strong interest in financial services marketing, and experience with asset management and retail/intermediary distribution
  • Superior interpersonal and relationship-building skills, including the ability to work effectively in various team settings and influence senior partners
  • Strong written communication skills - delivering a compelling message with brevity
  • Outstanding project management and prioritization skills, with experience leading strategic and tactical marketing initiatives
  • Demonstrated ability to effectively manage and navigate multiple stakeholders and competing objectives
  • Intellectual curiosity and ability to learn new concepts quickly, and complete multiple and diverse assignments with the highest level of quality
  • Affinity for, or direct experience with, data, analytics, sales enablement, marketing automation and segment marketing
  • Excitement for working in a highly collaborative, team-oriented, results-driven, creative and entrepreneurial environment
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Salary Range: $ 250,000.00 - $ 305,000.00

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.