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 Vice President to lead marketing for the Independent Broker Dealer (IBD) channel. This role will shape and execute strategies that elevate brand visibility, deepen client engagement, and drive growth. The ideal candidate has extensive experience in financial services marketing, deep knowledge of the IBD space, and a strong understanding of advisor needs and purchasing behaviors.
You will develop channel-specific strategies, execute marketing plans, and enable client-facing teams with best-in-class content and programs. Success requires an investor-centric mindset, investment knowledge, and the ability to deliver the right message to the right client at the right time. Collaboration with U.S. Global Wealth Management (GWM), product, and digital teams is essential to ensure alignment and impact.
Location
New York, NY or Newport Beach, CA
Responsibilities
The key responsibilities include, but are not limited to:
Advisor Forum® Engagement: Build awareness and utilization of PIMCO’s Advisor Forum® platform, including newsletters, podcasts, events, and digital tools.
Campaign Leadership: Design and execute integrated campaigns across email, social, paid media, and events tailored to IBD audiences.
Segment Marketing: Drive account-based marketing strategies and deliver targeted messaging for distinct client segments.
Product Promotion: Package and promote investment products and insights across multiple channels.
Collaboration: Partner with GWM client-facing teams and cross-functional groups to ensure cohesive messaging.
Performance Analysis: Monitor campaign metrics, analyze results, and optimize strategies for impact.
Mentorship: Guide channel marketing associates and foster a culture of innovation and accountability.
Market Intelligence: Stay ahead of industry trends, competitor activity, and client needs to inform strategy.
Qualifications
Minimum of a bachelor’s degree.
5–10 years of financial services marketing experience, ideally in the IBD space.
Strong understanding of channel dynamics and partner ecosystems.
Deep investment knowledge, including fixed income, with ability to simplify complex concepts.
Proven success in strategic and tactical marketing execution.
Expertise in data-driven decision-making, marketing automation, and analytics.
Exceptional communication, relationship-building, and project management skills.
Collaborative, adaptable, and results-oriented mindset.
Strong work ethic with a roll-up-the-sleeves, “no-job-too-small” attitude; reliable, productive, a consummate team player.
Professional Attributes
Highly organized and detail-oriented.
Thrives in fast-paced, dynamic environments.
Demonstrates integrity, intellectual curiosity, and a proactive work ethic.
Vice President, Independent Broker Dealer (IBD) Channel Marketing Manager • Newport Beach, CA USA
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