Overview

Company
CFA Institute
Location
New York, New York, United States
CFA Institute

Finance & Banking • New York, New York, United States

Model Portfolio Growth & Strategy Lead

New York, New York, United StatesPosted 10 hours ago
Finance & Banking

About the Role

PIMCO is seeking an experienced Model Sales and Strategy Lead to define, own, and execute the U.S. Model Portfolio distribution strategy for U.S. Wealth Management.

You will partner with Sales, specialists, PM, Client Solutions & Analytics, Marketing, Legal/Compliance and Technology to drive asset growth and platform adoption. Lead the build-out of the Model Portfolio platform, manage partnerships, and influence product messaging and prioritization to enable scalable growth and disciplined

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What You'll Do

PIMCO is seeking an experienced Model Sales and Strategy Lead to define, own, and execute the U.S.
Model Portfolio distribution strategy for U.S.
Wealth Management.
You will partner with Sales, specialists, PM, Client Solutions & Analytics, Marketing, Legal/Compliance and Technology to drive asset growth and platform adoption.

Skills & Technologies

Finance & Banking