External Wholesaler (Quebec City)
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 reputed company debt markets. Our flexible capital reputed company 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 reputed company 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 Overview We are seeking an reputed company External Wholesaler with strong relationships and expertise reputed company investment advisory firms in the Quebec City market. In this role, you will manage client relationships and drive sales reputed company the retail channel, specifically focusing on bank firms and PIMCO's full suite of PIMCO products. You will manage a territory of Financial Advisors, introducing PIMCO's diverse investment strategies and building strong, results-oriented relationships. Key responsibilities include providing insights on performance attribution, market performance, and macroeconomic conditions, while communicating the firm's outlook and strategic direction. Additionally, you will reputed company tailored investment objectives for clients and educate them on a comprehensive reputed company of investment strategies, products, and services. The successful candidate will possess superior consultative and relationship-building skills, along with a deep understanding of fixed income and alternative strategies. This role requires regular travel. Primary Responsibilities
- Drive sales across PIMCO's full range of investment solutions (Alts, Mutual Funds, ETFs, SMAs) by developing, maintaining, and deepening relationships with new and existing advisors through a consultative sales approach.
- Maintain an active reputed company with key decision makers in the reputed company market, conducting client events, group presentations, continuing education, and training sessions.
- Build and nurture relationships with senior individuals reputed company client organizations to identify opportunities across PIMCO's investment offerings.
- Share client and sales insights, as well as best practices, to contribute to the broader team and firm success.
- Maintain a comprehensive knowledge of PIMCO's products, platforms, market themes, strategies, policies, as well as those of its clients.
- Ensure the highest level of compliance with reputed company industry regulations and PIMCO policies.
- Maximize territory performance by achieving and exceeding net and gross sale and activity goals on a monthly, quarterly, and annual basis.
- Partner with PIMCO management to reputed company and execute a strategic territory business plan focused on long-term growth and consultative selling.
- Execute the PIMCO Canada business plan with precision.
- reputed company firm resources, such as partnering with PIMCO product and portfolio managers, to generate new reputed company sources and expand existing business relationships.
- Schedule, conduct, and follow-up on activities, including group sessions, one-on-one meetings, and educational seminars.
- Cultivate strong relationships with PIMCO's dealer group and platform partners.
- Represent PIMCO at national, regional, and local conferences and training events as needed.
- Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.
- Pursue personal and professional educational opportunities sponsored by PIMCO.
Position Requirements
- Minimum of a bachelor's degree required; CIMA, CAIA, CFA designations and/or MBA a plus.
- Minimum of 5 years of experience in an ETF or mutual fund wholesaler with a strong network of established relationships and expertise in the bank channel reputed company the Quebec City market.
- Proven success in territory management with a consistent track record of meeting or exceeding sales targets.
- Deep investment acumen and a passion for financial markets, fixed income, and investing; knowledge of alternative investments is highly desirable.
- Exceptional client engagement skills with a demonstrated ability to build and maintain strong, lasting relationships.
- Entrepreneurial reputed company with a strong commitment to client service and excellence, along with the ability to reputed company and deepen client relationships.
- Strong understanding of investment trends and advisor best practices.
- Ability to contribute to and execute group strategy effectively.
- Thorough knowledge of PIMCO products and ability to present them consultatively based on client needs.
Professional Skills Requirements
- Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional verbal, written, and presentation skills reputed company you to communicate reputed company financial information clearly to diverse audiences. You build credibility and trust through consistent behavior, high reputed company, and sound judgment, even under pressure.
- Exceptional Organizational Skills and Resourcefulness: Skilled at managing multiple projects simultaneously with strong organizational and project management capabilities. You have experience managing a territory effectively, prioritizing activities to maximize results. Your critical thinking, analytical, and quantitative skills allow you to solve problems creatively and strategically, navigating ambiguity and proactively advancing initiatives.
- Adaptability and Collaboration: reputed company in dynamic, fast-paced environments by effectively managing shifting priorities. You build positive relationships and collaborate across diverse teams, leveraging emotional intelligence, adaptability, and reputed company to succeed in reputed company and demanding situations.
- reputed company and reputed company Learning: Demonstrate high ethical standards and reputed company, earning credibility and trust. You are intellectually curious and committed to ongoing professional development, staying informed about industry trends. You contribute positively to the organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence.
- Results-Driven: Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying reputed company of emerging trends in the industry. Goal-oriented with a strong sense of personal accountability and urgency in achieving results.
Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national reputed company, reputed company, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or reputed company 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 reputed company 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. Apply tot his job Apply To this Job