US Global Wealth Management (GWM) Marketing Associate

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.

Position Description

We are seeking a high-performing, dynamic and energetic candidate on our U.S. Global Wealth Management (GWM) Client Marketing team. The U.S. GWM Client Marketing team drives and executes the marketing strategy for one of the largest business lines at PIMCO - the U.S. Wealth Management market. As a Marketing Associate, you will support our teams in deepening relationships both internally and externally and drive business results through personalized, client-centric experiences.

In this role, you will have the opportunity to:

• Identify high-impact marketing opportunities that will deepen client relationships and drive business results.

• Develop best-in-class marketing and sales campaigns focused on authentic messaging, personalization, and thoughtful touchpoint sequencing.

• Contribute meaningfully to business growth and gain exposure to exciting business priorities.

If you are a highly motivated and results-oriented professional who brings a passion for strategic, creative, and tactical thinking, we want to hear from you!

Location

This role will be based in Newport Beach, CA, or New York City, NY. You will be reporting to the Vice President in the U.S. GWM Client Marketing team who overseas Sales Enablement, Content Management, and Channel Marketing initiatives across the entire U.S. GWM business.

About You

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• You are curious about the holistic Financial Advisor experience from both a Marketing and Sales perspective and are driven to optimize this experience by leveraging data-driven decision-making and gaining efficiencies.

• Collaboration is at the core of your work style, fostering positive relationships with clients, colleagues and cross-functional partners, and external stakeholders.

• Self-motivated and detail-oriented, you consistently deliver on assigned responsibilities, always with a focus on client needs, teamwork, and effective communication.

• You thrive in challenging environments, adapting to shifting priorities and working effectively with ambiguity.

• You possess high emotional intelligence, adaptability, and resilience.

• Your exceptional organizational and project management skills enable you to manage multiple client-focused initiatives simultaneously.

• Your track record demonstrates credibility and trustworthiness, characterized by consistent behavior, high ethical standards, and integrity.

• Intellectual curiosity drives you, fueling your dedication to professional development and staying informed about emerging trends.

• As a resourceful problem-solver, you approach complex issues with a critical and empathetic mindset and find creative solutions.

• You align with PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other.

Responsibilities

The key responsibilities include, but are not limited to:

• Work directly with the VP of U.S. GWM Client Marketing to optimize the Advisor experience by implementing sales enablement and content management best practices.

• Provide impactful Channel Marketing support by collaborating strategically with Channel Marketing heads and building strategic, targeted marketing programs that drive business results.

• Optimize the Advisor experience by collaborating closely with cross-functional partners inside and outside of Marketing to drive more efficient document discovery and distribution, enhancing the Marketing to Sales pipeline and helping to deliver the right message at the right time to the right audience.

• Serve as a marketing contact for our sales teams, focusing on building marketing relationships and programs that accelerate business growth with key clients.

• Provide day-to-day execution and project management, including managing marketing campaign logistics and event deliverables, data gathering, and facilitating approvals for marketing materials.

• Execute on high volume of deadline-driven tactical deliverables, such as quarter-end marketing materials updates, marquee content approval workflow and distribution, and other business-critical activities that support the day-to-day U.S. GWM business.

• Collect, analyze, and summarize metrics for all marketing-related activities, prepare reports for stakeholders, and make recommendations based on findings to optimize the client experience.

• Collaborate with colleagues across other departments, including partners in product management, compliance, technology, and all marketing departments (brand, corporate marketing, design, digital, channel, editorial, messaging and content).

• Gather, maintain, and disseminate marketing resources to internal and client stakeholders.

• Develop impactful bespoke marketing, delivering immersive client experiences and tailored value-add content that resonates with our clients.

• Drive innovation by researching trends and competitor activities, brainstorming creative ideas, and championing industry best practices.

• Embody PIMCO's CORE Values - Collaboration, Openness, Responsibility and Excellence.

Qualifications

• Minimum of a bachelor's degree required.

• 2-5 years of experience in marketing campaign management and project management, preferably within the financial services industry. Marketing experience within investment management is desirable.

• Hands-on experience developing and executing marketing campaigns and strategic marketing initiatives, including ideation, design, build, QA, metrics analysis and optimization.

• Advanced proficiency in Microsoft Office Suite, including Word, PowerPoint, and Excel, as well as the Adobe platform.

• Exposure to CRM systems and how client-facing teams manage lead generation and client engagement.

• Ability to work in a demanding environment with uncompromising attention-to-detail, and commitment to executing under pressure.

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.