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 an experienced and respected wealth management investment consultant to help develop and elevate PIMCO’s Advisor Education value-add program within our U.S. Global Wealth Management (GWM) business. In this role, you will act as a visible ambassador for PIMCO’s Advisor Education program, representing the firm at major industry events and conferences while serving as a strategic partner to GWM teams (e.g., Field Sales, Strategic Accounts, Sales Strategy). You will create and deliver differentiated program content that empowers financial intermediaries to grow their practices, deepen client relationships, and stay ahead in a dynamic marketplace.
The ideal candidate is a recognized thought leader in the wealth management space with a proven track record of developing and presenting impactful content on practice management, tax and wealth planning, and investment strategies. This role requires exceptional communication skills, the ability to engage audiences of all sizes—including presenting at major industry conferences—and a deep understanding of advisor needs across a broad spectrum of experience levels. Flexibility, adaptability, and a passion for creating digestible, timely, and actionable content are essential.
Location
New York, NY or Remote
Responsibilities
The key responsibilities include, but are not limited to:
Represent PIMCO’s Advisor Education program through thought leadership and educational delivery at industry events, conferences, and advisor sessions, reinforcing the firm’s value proposition.
Understand financial advisor needs and collaborate with U.S. GWM teams (Field Sales, Strategic Accounts, Sales Strategy) to design and expand programs that drive engagement and loyalty.
Identify, research, and develop thought leadership and educational content on practice management, wealth planning, tax strategies, and investment consulting.
Partner with subject-matter experts to create impactful programs advisors can leverage for business growth, investment insight, and deeper partnerships with PIMCO.
Build and maintain a robust library of timely, digestible, and actionable content for advisors and internal sales teams, including training materials.
Deliver content through webinars, in-person presentations, and consultations; confidently present to large audiences at national and regional events.
Support strategic partnerships by tailoring educational programs to meet diverse advisor needs—from new entrants to seasoned professionals.
Collaborate with Strategic Accounts team to implement Advisor Education content across partner firms.
Participate in internal and external communications to promote program adoption and engagement.
Provide training and consultation support for Account Managers; participate in AM consults, divisional calls, and internal platforms.
Support relationships with key clients via investor sessions when appropriate.
Exhibit broad-ranging knowledge of market-relevant, finance-related topics and work with internal and external partners to develop an industry-leading program.
Help drive business objectives by building programs aligned with strategic goals and advisor growth opportunities.
Qualifications
Minimum of a bachelor’s degree; advanced certifications (CFP, CIMA, CPWA, CFA) strongly preferred.
10+ years of experience in the financial services industry.
Recognized credibility and thought leadership within the wealth management space.
Proven experience developing successful practice management, financial planning, and investment consulting educational content.
Broad and deep knowledge of market-relevant topics, including wealth planning, tax strategies, investment consulting, and advisor practice management.
Strong writing and content development skills; ability to simplify complex concepts into actionable insights.
Demonstrated ability to confidently present to large audiences, including industry conferences.
Knowledge of financial advisor and RIA landscape.
Proven ability to collaborate cross-functionally with sales teams and subject-matter experts.
Flexibility and adaptability to meet diverse advisor needs and evolving market conditions.
Ability to travel up to 50% for conferences, events, and client meetings.
Exceptional interpersonal and presentation skills.
Comfort with virtual delivery platforms and digital engagement tools.
Strong strategic thinking and business acumen.
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.
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