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 Marketing Analyst to join our U.S. Global Wealth Management (GWM) Marketing team. The U.S. GWM 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 Analyst, you will support our teams in deepening relationships and driving business results through personalized, client-centric experiences, specifically focused on Private Banks, Trusts and Retail Platforms (BTP) and for RIA firms across our Private Client Group (PCG).
In this newly established role, you will serve as a key marketing liaison for sales teams, focusing on building relationships and programs that drive business growth with key clients. The Marketing Analyst will manage the day-to-day execution and project logistics, ensuring timely delivery of marketing campaigns, event materials, and quarter-end reporting across various investment vehicles.
In addition to executing high-volume, deadline-driven tasks, the Marketing Analyst will analyze and summarize metrics for all marketing activities, preparing reports and recommendations to enhance the client experience. Collaboration with cross-functional teams—including product management, compliance, and various marketing departments—is essential for gathering and disseminating marketing resources. The role also involves creating bespoke marketing content that delivers immersive client experiences, driving innovation through research on industry trends and competitor activities, and championing best practices to optimize marketing efforts.
This position offers an excellent opportunity to join an entrepreneurial team within a rapidly growing sector of a prestigious organization, where you will drive impactful marketing initiatives, enhance client experiences, and contribute to the overall growth of our BTP and PCG businesses. 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
New York, NY or Newport Beach, CA
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:
- Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. You are self-motivated, committed to excellence, and demonstrate strong attention to detail, along with excellent interpersonal and communication skills.
- Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.
- Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. As an intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.
Key Responsibilities
The key responsibilities include, but are not limited to:
- Work directly with the VP of U.S. GWM Marketing to create and execute on PIMCO’s marketing strategies for Private Banks, Trusts and Retail Platforms (BTP) and for RIA firms across our Private Client Group (PCG).
- 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 quarter-end reporting requirements across multiple investment vehicles including Model Portfolios and Separate Managed Accounts.
- 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.
Position Requirements
- Minimum of a Bachelor's Degree required.
- 1-2 years of experience in marketing campaign management and project management within the financial services industry. Marketing experience either directly at, or interfacing to, a Private Bank, Retail Platform, or RIA firm/aggregator 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.
- Capable of thriving in a high-pressure, fast-paced setting while maintaining meticulous attention to detail and a strong commitment to delivering results under pressure.
- Excellent writing and editing skills.
- Ability to operate independently and professionally (with support and coaching).
- Enthusiasm for the financial markets and investment management.
- Exceptional organizational and program management skills, including the ability to manage a large number of ongoing initiatives.
- The highest level of integrity and fiduciary orientation.
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: $ 75,000.00 - $ 81,000.00
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.
