Pacific Investment Management Company LLC jobs - 541 jobs
Advisor Education Consultant
Pimco 4.9
Remote Pimco job
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.
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: $ 175,000.00 - $ 240,000.00
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 ************ 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.
$175k-240k yearly Auto-Apply 34d ago
Looking for a job?
Let Zippia find it for you.
Associate, Channel Marketing - U.S. Client Marketing Americas
Pacific Investment Management Co 4.9
Pacific Investment Management Co job in Newport Beach, CA
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're seeking a hands-on Digital Marketing Associate to plan, execute, and optimize integrated programs across email, SEO, and paid social/search-and to measure what matters. You'll use our MarTech stack experience (Campaign Portal, Perform CRM, Hearsay, Seismic, OMG, and Power BI reporting) to deliver measurable outcomes for institutional audiences in the Americas. Financial services experience is preferred but not required.
Responsibilities
The key responsibilities include, but are not limited to:
Email & Marketing Automation
Build and execute segmented email campaigns and nurtures (including OBO sends), with rigorous QA and A/B testing across subject lines, CTAs, and layouts.
Create audiences, secure approvals and maintain list hygiene in CRM.
Track cohort performance (opens, CTR, unsubscribes, FTE), and recommend data driven improvements.
SEO (Organic Search)
Partner with Web/Digital to improve findability and on page SEO (metadata, headings, internal links, image alt).
Analyze search intent and content gaps; propose experiments to increase qualified organic sessions and downstream engagement.
Paid Social & Paid Search
Support planning, trafficking, and optimization for LinkedIn (primary) and approved platforms; assist with paid search basics (keywords, match types, bidding).
Monitor reach, frequency, CTR, CVR, CPL; run incrementality and creative/format tests to improve efficiency.
Data & Analytics (Campaigns)
Own weekly and quarterly performance readouts across email, web, social, and search-distilling insights from dashboards into clear recommendations.
Build lightweight test plans (hypothesis, variant, sample, success metric) and track results to statistical significance where applicable.
Maintain tagging and UTM discipline to ensure accurate channel/source attribution; partner with Web/Digital on pixels and event tracking.
Document learnings in campaign retros and contribute to our experimentation backlog.
Content & Channel Operations
Package thought leadership into channel ready assets and publish via Seismic; coordinate cross channel distribution.
Manage creative intake via OMG, ensuring deliverables meet specs and timelines.
Provide enablement assets for Hearsay programs and support compliant captioning.
Qualifications
Minimum of a bachelor's degree.
2-4 years of hands-on digital marketing experience (financial services preferred but not required).
Demonstrated execution in email marketing (segmentation, dynamic content, A/B testing) and analytics storytelling (turning metrics into actions).
Working knowledge of SEO best practices.
Experience with paid social (LinkedIn) and familiarity with paid search fundamentals.
Proficiency with marketing tools and the aptitude to learn Campaign Portal, Perform CRM (Dynamics), Seismic, Hearsay, OMG, and Power BI (or similar BI tools).
Strong project management, attention to detail, and cross functional communication.
Preferred Qualifications
Experience designing experiments (A/B/multivariate), managing attribution discussions (last click vs. data driven).
Comfort with building performance reports and presenting insights to non-technical stakeholders.
Familiarity with institutional segments (Corporate, Public, Non-Profit/CRG), Retirement (DC/DB), and FIG (Insurance/VA).
Professional Skills Requirements
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 your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong 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, integrity, and sound judgment, earning you credibility and trust. 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.
Benefits
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include:
Medical, dental, and vision coverage
Life insurance and travel coverage
401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
Community involvement opportunities with The PIMCO Foundation in each PIMCO office
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: $ 87,000.00 - $ 93,000.00
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 ************ 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.
$87k-93k yearly Auto-Apply 8d ago
Investment Consultant- Indian Wells, CA
Charles Schwab 4.8
Indio, CA job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$89k-157k yearly est. 2d ago
VP, Commercial Portfolio Lead - Emerging Middle Market
BMO 4.7
San Jose, CA job
A leading North American bank is seeking a skilled professional to analyze credit information and support lending decisions for Commercial Banking clients. This role involves negotiating loan terms, monitoring portfolios, and enhancing client relationships to optimize financial performance. The ideal candidate should have 5-7 years of relevant experience and a bachelor's degree in a related field. The position offers a competitive salary range of $88,800 to $165,600, alongside career growth opportunities and a comprehensive benefits package.
#J-18808-Ljbffr
A leading financial institution seeks a Relationship Manager in San Francisco, CA. The successful candidate will have extensive experience in relationship management, sales performance, and a strong client network to drive business growth. You will be responsible for developing new business, managing key client relationships, and ensuring high levels of client satisfaction. A Bachelor's degree in business-related fields is required, alongside significant banking experience. This role offers a competitive salary and a comprehensive benefits package.
#J-18808-Ljbffr
$109k-152k yearly est. 3d ago
Senior Government Relations & Growth Leader
BMO 4.7
San Francisco, CA job
A leading financial institution is seeking a Senior Relationship Manager to enhance business development efforts and maintain strong client relationships. The ideal candidate will have over 7 years of experience, a proven track record in business development, and expertise in risk management. This role is based in San Francisco, offering competitive compensation and benefits such as health insurance and retirement savings plans.
#J-18808-Ljbffr
$142k-186k yearly est. 1d ago
Director, AI Fluency & Enablement Programs
Charles Schwab Corporation 4.8
San Francisco, CA job
Your Opportunity
At Schwab, you'll shape a meaningful career while making a profound impact on the lives of millions of clients. Here, innovative thinking flourishes alongside a culture of collaboration, as we work collectively to redefine the future of financial services. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in either our San Francisco, CA, Austin, TX, Southlake, TX and for internal candidates at any of our other Schwab corporate locations nationwide. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do.
Schwab's AI Strategy & Transformation team, known as AI.x, serves as the nerve center for all things Artificial Intelligence at Schwab. This dynamic group integrates product, engineering, strategy, and risk, all from our San Francisco headquarters. We set the enterprise vision for AI, invest in transformative opportunities, and accelerate company-wide adoption. We architect and scale the AI core platform that enables innovation at speed and explore next-generation GenAI capabilities that are reimagining client experiences.
We are seeking an experienced and visionary Director, AI Strategy & Business Enablement - People Leadership, to champion the evolution and scaling of AI capabilities and adoption across Schwab. This leader will serve as the guiding force for cross-functional teams, focusing on empowering talent, nurturing a culture of AI fluency, and fostering sustainable adoption and impact at enterprise scale. You will act as a bridge between technical experts, business stakeholders, and organizational leaders, ensuring the translation of strategic vision into actionable AI-driven outcomes.
The ideal candidate has a strong technical background, excels in people leadership, and brings deep expertise in AI transformation, product enablement, and driving adoption at scale.
This position reports to the Managing Director, Head of AI Strategy & Transformation, and is a critical partner in shaping Schwab's AI journey-leading people, strategies, and structures that ensure AI innovation and adoption are embedded throughout the organization.
Your leadership will extend to a diverse, cross-functional team dedicated to evolving and scaling AI capabilities, governance, and best practices. You'll be responsible for enabling growth, managing risk, and catalyzing new business opportunities powered by artificial intelligence.
What You'll Do AI People Leadership & Enablement
Lead and empower cross-functional teams to foster a culture of AI innovation, learning, and adoption across the enterprise.
Create and drive frameworks that ensure the evolution, scaling, and transparency of AI initiatives organization-wide.
Design and implement strategies that support sustainable AI adoption while aligning and prioritizing with business objectives and cultural transformation.
Drive ongoing education, upskilling, and internal communications to boost AI fluency and readiness at all levels of the organization.
Coach and mentor teams, supporting best practices for scaling AI capabilities from concept to enterprise deployment.
Engage with senior leadership to advocate for resources, champion strategic efforts, and report on adoption progress and key outcomes.
Strategic AI Business Adoption & Analytics
Collaborate with analytics and business teams to identify, prioritize, and execute on high-impact AI adoption initiatives.
Lead the measurement and continual improvement of AI-driven business outcomes, focusing on scalability and alignment with corporate goals.
Champion the use of data-driven insights to shape and evolve the enterprise AI strategy.
Spearhead transformation programs aimed at embedding AI across business processes and driving organizational changes.
What you have Required Qualifications
Bachelor's degree in computer science, engineering, AI/ML, business, or a related field, or equivalent industry experience.
10+ years of experience in technology strategy, enablement, and people leadership, including at least 5 years in a senior leadership role.
3+ years leading AI transformation or adoption initiatives, with a proven record in scaling AI capabilities and talent development.
Experience guiding and motivating cross-functional teams within a large enterprise.
Demonstrated expertise in translating business needs into scalable AI strategy and enablement programs.
Outstanding communication, leadership, and organizational skills, with the ability to influence and align diverse teams.
Passion for AI-driven innovation and cultivating a learning-oriented, experimental culture.
Preferred Qualifications
Experience leading business transformation for Generative AI adoption and enablement.
Graduate degree in Computer Science, MBA, Information Systems, or related discipline.
3+ years working on GenAI initiatives within client-facing enterprise or financial services environments.
In addition to the base salary, this role is eligible for bonus and incentive opportunities.
#J-18808-Ljbffr
$122k-183k yearly est. 4d ago
Senior Wealth & Portfolio Strategist
Northern Trust Corp 4.6
San Francisco, CA job
A leading financial institution is seeking a Sr. Portfolio Advisor in San Francisco to manage investment activities for high net worth clients. Responsibilities include developing and executing investment strategies, collaborating with client service teams, and maintaining stakeholder communication. The ideal candidate should have 8-12 years of investment experience, mastery of investment methodologies, and strong analytical skills. Competitive compensation is offered with a comprehensive benefits package including retirement plans and health coverage.
#J-18808-Ljbffr
A leading financial institution in San Francisco seeks an experienced Credit Portfolio Officer. The role requires analyzing credit information, negotiating loans, and managing a portfolio to ensure optimal performance. Candidates should have a bachelor's degree and 5-7 years of experience in credit or lending operations. Offering a competitive salary range of $88,800 to $165,600, along with health insurance and various other benefits, this position is essential for driving growth and enhancing client relationships.
#J-18808-Ljbffr
$88.8k-165.6k yearly 3d ago
VP, Financial Consultant- Torrance, CA
Charles Schwab 4.8
Torrance, CA job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
Base salary
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Investment Professionals' Compensation | Charles Schwab
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$103k-162k yearly est. 2d ago
Technology Investment Banking - Vice President, Software (Menlo Park, CA)
Morgan Stanley 4.6
Menlo Park, CA job
Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.
Qualifications:
6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors
Experience in the software industry is strongly preferred, but not required
Strong written and verbal communication, client and interpersonal skills
Commercial instinct and ability to perform under pressure and tight deadlines
Bachelor's degree is required; an MBA and/or CFA designation would be an asset
Series licensed or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$275k yearly Auto-Apply 60d+ ago
Program Lead - Corporate Engagement & Inclusion
Pacific Investment Management Co 4.9
Pacific Investment Management Co job in Newport Beach, CA
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.
Corporate Engagement & Inclusion Senior Associate
What is the role?
The Corporate Engagement & Inclusion, Program Lead will champion inclusion initiatives by executing a diverse range of projects in partnership with global stakeholders, including Employee Resource Groups (ERGs). This includes providing thought leadership to develop and track engagement and inclusion programs, managing event logistics and operations, and responding to client inquiries. The role requires exceptional analytical and project management skills to identify trends and insights that inform strategy, as well as strong collaboration abilities to integrate inclusion best practices into business processes and programs. With a focus on maintaining high ethical standards and professionalism, Program Lead will ensure that all initiatives are executed with integrity, fostering a workplace where every employee feels valued and empowered to contribute.
In parallel, this role will also partner to advance PIMCO's commitment to environmental stewardship by contributing to manage regulatory compliance and risk, as well as to data analysis and collection of metrics such as energy consumption and waste reduction.
The Program Lead will also help manage external relationships with industry partnerships and internal senior stakeholders.
Responsibilities:
Inclusion and Diversity (Focus of Role)
Strategy Development and Program Execution: Execute on a broad range of projects and programs directly and in partnership with global stakeholders, including Employee Resource Groups (ERGs).
Thought Leadership: Provide thought leadership to help develop, coordinate, track, and report on Inclusion and ERG programs, focusing on project management and delivery.
Communications: Partner with marketing and corporate communications to develop internal and external communications that contribute to attract and retain top talent.
Event Management: Assist in development, execution, and operations related to internal and external events.
Client Engagement: Manage and respond to I&D-related client inquiries and questionnaires, ensuring timely and accurate responses.
Data Collection and Analysis: Collect, format, and support analysis of data to identify trends, insights, and gaps to inform strategy and relevant programming.
Collaboration: Work with HR teams to ensure inclusion best practices are integrated into talent acquisition processes, talent development, and annual employee lifecycle practices.
Compliance, Monitoring and Reporting: Coordinate, track, and report on team activities and programs, maintaining organized files, trackers and archive.
Global Stakeholder Management: Collaborate with colleagues globally to support regional and local partnerships and programming.
Partnership Management: Manage relationships with external industry partners to share best practices and increase branding / exposure to clients. Complete due diligence on external partners.
Budget Management: Manage the budget, ensuring effective allocation of resourcing and tracking expenditures and collaborate with appropriate teams to review and finalize contracts, as well as process and track expenses.
Vendor Due Diligence: Review vendor due diligence questionnaires from corporate engagement perspective.
Corporate Sustainability -
have understanding and exposure to the below responsibilities.
Strategy Development and Client Engagement: Implement core corporate sustainability strategy goals, including overseeing the planning and execution of programs such as updating client assets and managing and responding to client inquiries and questionnaires, ensuring timely and accurate responses.
Data Analysis and Reporting: Collect, analyze, and report on sustainability metrics, including energy consumption, waste reduction, and carbon footprint, to track progress for PIMCO Corporate Environmental Sustainability Statement.
Stakeholder Engagement: Collaborate with internal departments (legal and compliance, sustainable investing, etc..) and external partners to foster and understand corporate sustainability best practices.
Regulatory Compliance: Ensure compliance with environmental regulations and sustainability standards and stay updated on industry trends and best practices.
Partnership Management: Manage relationships with external industry partners to share best practices and increase branding / exposure to clients as helpful.
Budget Management: Manage the budget for sustainability programs, ensuring effective allocation of resourcing and tracking expenditures.
Qualifications:
5+ years of related experience, with a proven track record of developing and implementing successful initiatives.
Requires a bachelor's degree in related fields (e.g., psychology, business administration)
Strong analytical and problem-solving skills, with experience in data analysis and reporting.
Excellent project management skills with the ability to manage multiple projects and priorities effectively.
Exceptional collaboration skills, effective at gathering and synthesizing information from multiple parties, with ability to multi-task, organize, and prioritize while meeting rigorous deadlines.
Demonstrated experience with relationship management and successfully partnering with multiple senior stakeholders.
Exceptional attention to detail
Excellent communication and interpersonal skills and a demonstrated ability to communicate effectively in an inclusive environment.
High level of integrity; ability to manage confidential information ethically, professionally, and appropriately
Highly professional manner, with the ability to interact with employees of all levels of experience and seniority, across the organization.
Preferred Qualifications:
Experience in thoughtfully planning the content and planning for virtual, mid, and large-scale events, with focus on detail orientation with strong problem-solving abilities.
Ability to work independently and as part of a team in a fast-paced, dynamic environment.
Exhibits intellectual curiosity and resourcefulness to better understand issues and topics at hand and uses this information to present thoughtful innovative ideas.
Affinity for technology, proficiency in MS Office (Outlook, Excel, Word, PowerPoint) and working knowledge of Workday, Service Now and Responsive
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.
Hourly Rate Range: $ 48.08 - $ 54.09
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 ************ 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.
$48.1-54.1 hourly Auto-Apply 37d ago
Senior Manager - Treasury Reporting
Charles Schwab 4.8
San Francisco, CA job
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
The Treasury Capital Analytics & Reporting team is situated in the Treasury department. The team is responsible for both Capital Stress Testing (CST) and HISTORY monthly benchmark capital forecast as well as the on‑time comprehensive submission of the listed annual CCAR FRY‑14A form. The team also builds and maintains the Treasury ALM/Capital forecast data repository infrastructure, develops the end‑to‑end analytical/reporting platform, and implements forecast automation to support the capital forecast. This position is primarily responsible for supporting the CCAR data repository, the CCAR filing production, developing and enhancing the automated comprehensive data flow and quality‑check processes, implementing data standards and procedures, overseeing data governance, and building analytic solutions and reporting intelligence for regulatory filing.
Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client's goal with passion and integrity, we're committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves by being a premier financial service provider through best‑in‑class service, technology, products, people and advice.
What you have
B
#J-18808-Ljbffr
$113k-144k yearly est. 3d ago
Associate Private Banker
Morgan Stanley 4.6
San Francisco, CA job
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate ("Associate Private Banker" or "APB") to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager.
Job Description/Position Responsibilities
* Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
* Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
* Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
* Assist in developing and implementing marketing campaigns
* Assist in the development and maintain adequate marketing pipelines to meet revenue targets.
* Communicate new product and policy enhancements to FAs and branch staff
* Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners
Required Experience:
* Minimum of 3 years of experience with an investment, commercial or private bank
* 2 years of client service, business development and/or Sales Desk experience
* Experience in understanding the financial needs of all types of clients
* Bachelor's degree preferred, or relevant work experience
Skills/Abilities:
* Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
* Excellent verbal and written communication skills
* Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
* Ability to understand the financial needs of the retail brokerage clientele
* Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
* Software proficiency (e.g., Word, Excel, PowerPoint)
* Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
* Strong interpersonal collaboration and team skills including working with cross-functional teams
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$85k-135k yearly Auto-Apply 49d ago
Portfolio Associate, Hedge Fund
Pacific Investment Management Co 4.9
Pacific Investment Management Co job in Newport Beach, CA
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.
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.
Portfolio Associate Team Overview
Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Portfolio Associates actively monitor portfolios to assist Portfolio Managers in rebalancing risks and providing operational support where necessary. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team.
Position Development Value
Extensive exposure to industry authorities within Portfolio Management and across other functional areas of the firm
A broad range of opportunities to collaborate with talented colleagues
Learning environment focused on key buy-side portfolio risk and return principles
Constructive feedback to foster career growth in addition to a formal annual review process
Location: Newport Beach, CA
Responsibilities
Ensuring investment objectives are reflected across portfolios in scope
Monitoring portfolio positions and products versus client guidelines in concert with Compliance team
Coordinating with Portfolio Management on re-balancing of portfolios
Utilizing proprietary risk systems for monitoring of portfolio exposures
Assisting in account transitions and cash flow management
Conducting performance and attribution analyses
Tagging trades into risk categories within the portfolio
Ad hoc operational tasks
Responding to ad hoc requests from the Portfolio Management team
Requirements
Strong academic background in a technical field from a leading, accredited college or university
Good understanding of fixed income including knowledge of most cash and derivative instruments
Outstanding communication skills are required to operate in a complex financial environment
Excel “power user” - SQL, VBA and programming skills are preferred
Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment
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.
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: $ 105,000.00 - $ 115,000.00
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 ************ 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.
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 Senior Investment Editor & Writer to co-lead our Editorial & Publishing team within PIMCO's Content Marketing group. In this high-impact role, you will shape PIMCO's thought leadership publishing strategy to strengthen market presence and accelerate growth, while serving as the principal investment writer for private markets content-positioning PIMCO as a leading private markets investor.
You will combine editorial expertise, strategic thinking, and investment knowledge to deliver content that resonates with wealth and institutional clients globally to support PIMCO's growth priorities. This role requires close collaboration with portfolio managers, investment and product strategists, client business leaders, and marketing and communications teams.
A key component of this role is implementing a newsroom-style publishing model that scales globally consistent messaging, deepens client understanding, leverages data-driven insights, and crafts compelling narratives across multiple formats.
Demonstrated expertise in private markets is essential, including the ability to develop investment narratives for private credit and other alternative strategies, paired with the executive presence and confidence to communicate effectively with senior investment professionals.
Location
New York, NY or Newport Beach, CA
Key Responsibilities:
* Content Strategy:
* Define publishing vision and strategy, develop a comprehensive editorial calendar of content topics aligned with business priorities.
* Collaborate with stakeholders to propose, identify, and develop timely stories based on client insights, market events, economic trends, and proprietary research.
* Own and publish high-quality private markets content across formats (publications, articles, videos, digital channels).
* Translate complex investment concepts into clear, client-friendly narratives for wealth and institutional audiences.
* Use analytics to inform content decisions, assess performance, and guide planning.
* Editorial Leadership:
* Oversee end-to-end content creation workflow from ideation to publication, ensuring deadlines and quality standards are met.
* Edit and proofread content for message alignment, accuracy, clarity, and conciseness, upholding the highest journalistic and brand standards.
* Guide writers, producers, investment professionals, and marketers on refining messaging and simplifying complex topics.
* Collaboration and Communication:
* Act as liaison between investment professionals, strategists, and marketing teams to coordinate content production.
* Ensure content aligns with the PIMCO brand, tone, regulatory standards, and global positioning.
* Partner with compliance and legal teams for approvals.
* Digital and Multimedia:
* Manage content across platforms-web, social media, and sponsored platforms.
* Collaborate with design and technical teams to optimize digital experiences.
* Curate multimedia assets (podcasts, videos, and data visualizations) to scale content distribution.
Qualifications:
* 10+ years of editorial, reporting, or content roles within financial publishing, asset management, or financial services; 5+ years in an editorial role.
* Deep understanding of capital markets and private markets (private credit, private equity, alternative investments).
* Exceptional writing, editing, and storytelling skills with a demonstrated track record in crafting timely, commercially viable thought leadership content.
* Executive presence and gravitas to gain credibility with the firm's most senior investment professionals.
* Strong communication and relationship-building skills.
* Ability to analyze data, extract insights, and present insights visually and narratively in ways that resonate with diverse audiences and drive engagement.
* Experience across multiple content formats and channels (digital, social, print, PR).
* Prior experience working with Investment Committees, CIOs, Portfolio Managers, or investment professionals highly desirable.
* Strategic thinker with the ability to assess complex topics and write clear and concise insights.
* Strong leadership and team management skills, with the ability to provide guidance and constructive feedback.
* Ability to work in a dynamic, fast-paced, global environment with demonstrated ability to multitask and prioritize competing tasks and demands under tight deadlines,
* Bachelor's degree in Journalism, Communications, English, or related field. An advanced degree, CFA or CAIA designation is highly desirable.
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: $ 250,000.00 - $ 305,000.00
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 ************ 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.
$101k-132k yearly est. Auto-Apply 35d ago
Director, AI Strategy & Enterprise Enablement
Charles Schwab Corporation 4.8
San Francisco, CA job
A major financial services firm in San Francisco seeks a Director, AI Strategy & Business Enablement to lead AI capabilities and adoption. The ideal candidate will have over 10 years of experience in technology strategy and a deep understanding of AI transformation. Responsibilities include fostering a culture of AI innovation, collaborating with business teams, and driving measurable business outcomes. Strong leadership, communication skills, and a passion for AI-driven innovation are essential for success in this role.
#J-18808-Ljbffr
$118k-158k yearly est. 4d ago
Counsel - Vendor Contracts
Pacific Investment Management Co 4.9
Pacific Investment Management Co job in Newport Beach, CA
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 Overview
PIMCO is seeking a highly skilled and motivated attorney with commercial vendor contract experience to join our high performing Legal team. In this role, you will provide critical legal support for third-party vendor contracts and partner closely with PIMCO's procurement and technology functions. The successful candidate will play a key role in ensuring compliance, mitigating legal risks, and enabling seamless business operations through expert contract management and legal guidance.
Key Responsibilities
Provide strategic legal advice and support to business partners on a wide range of vendor contract matters, ensuring alignment with PIMCO's policies, risk tolerance, and regulatory requirements
Develop, maintain, and continuously improve contract templates, playbooks, and related tools to enhance efficiency and consistency in contract processes
Collaborate effectively with various functions, including procurement and technology, and cross-functional teams to facilitate internal approvals, contract reviews, and timely execution
Draft, review, negotiate, and manage diverse commercial vendor contracts, including service agreements, licensing agreements, and related documents
Oversee and coordinate with external counsel as necessary to ensure comprehensive legal support and risk mitigation
Identify, assess, and proactively mitigate legal risks associated with vendor relationships and contractual terms
Support internal stakeholders in resolving contract disputes and addressing legal issues promptly and effectively
Stay abreast of evolving laws, regulations, and industry best practices impacting vendor contracts and commercial agreements
Contribute to ad hoc projects and initiatives, providing flexible and responsive legal support as needed
Qualifications and Experience
Juris Doctor (JD) degree from an accredited law school and admission to practice law in at least one U.S. jurisdiction
Circa 4 to 6 years of hands-on experience in commercial contract law, preferably within a corporate legal department or reputable law firm
Proven expertise in drafting, reviewing, and negotiating vendor and commercial contracts with a strong focus on risk management and compliance
Deep understanding of contract law principles, regulatory frameworks, and corporate governance
Exceptional communication, negotiation, and interpersonal skills, with the ability to build strong relationships across diverse teams
Highly proactive, detail-oriented, and capable of managing multiple priorities independently in a fast-paced environment
Strong organizational skills and the ability to manage time effectively to meet deadlines
Quick learner with the ability to adapt to new technologies and legal-operations tools
Preferred Qualifications
Experience in the financial services or investment management industry
Familiarity with procurement processes, vendor management, and best practices
Demonstrated success working collaboratively with cross-functional teams and managing competing priorities
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: $ 145,500.00 - $ 168,000.00
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 ************ 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.
$145.5k-168k yearly Auto-Apply 10d ago
2026 Summer Intern - Business Development Support Analyst
Pacific Investment Management Co 4.9
Pacific Investment Management Co job in Newport Beach, CA
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
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.
2026 Summer Internship - Business Development Support Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
Pursuing an undergraduate degree
Must be able to begin full time employment at a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
See yourself as a Business Development Support Analyst:
The Business Development Support group plays an integral part in the initial sales/marketing process for prospective clients, as well as in the servicing of PIMCO's existing clients and investment consultants worldwide. The BDS team utilizes a collaborative team approach and works closely with PIMCO's investment professionals, especially with Product Strategists and Account Managers, to respond to new business proposals across PIMCO's public and private market strategies and provide superior client servicing.
Your primary responsibilities will include:
Developing a strong understanding of the firm's strategy offerings and overall investment approach; presenting strategy summaries in bi-weekly meetings
Researching and analyzing market trends, competitor activities and client needs to provide actionable insights
Learning how to access, analyze and report data from the firm's proprietary systems, the BDS team's content library software and other data solutions actively used across the firm to service clients.
Assisting with the completion of Requests for Proposals (RFPs) and questionnaires (general and due diligence), and various ad hoc requests to maintain strong client relationships and aid in business growth
You'll excel as a Business Development Support Analyst if you:
Demonstrate proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
Are familiar with financial markets and have a strong interest in learning about fixed income, the asset management industry, and client/consultant relationships
Have demonstrated strong analytical and problem-solving skills, which are crucial for data analysis and market research
Have excellent time management & organizational skills and ability to flourish in a challenging, fast-paced, professional environment
Show commitment to quality and attention to detail; ensure that work is complete, accurate and on time
Show strong communication skills and ability to interact professionally with all levels of internal and external personnel in both written and verbal communications
Have experience or prior college internships in a financial, client-oriented role and/or demonstrated interest through business, finance, and analytics coursework, as well as relevant professional and student organizations
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th, 2026, with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open in August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ******************************
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.
Hourly Rate: $ 37.50
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 ************ 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.
$37.5 hourly Auto-Apply 60d+ ago
2026 Summer Intern - Finance & Accounting Analyst
Pacific Investment Management Co 4.9
Pacific Investment Management Co job in Newport Beach, CA
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
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.
2026 Summer Internship - Finance & Accounting Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
Pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
You'll excel as a Finance & Accounting Analyst if you:
Possess knowledge of accounting, finance, audit, and tax principles
Have effective analytical, critical thinking, and problem solving skills
Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely.
Demonstrate proficiency with Microsoft Excel
Possess excellent verbal and written communication skills
Have a desire to join a high performance, fast-paced culture
Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker
See yourself as a Finance & Accounting Analyst
The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world.
You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
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.
Hourly Rate: $ 34.61
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 ************ 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.
$34.6 hourly Auto-Apply 60d+ ago
Learn more about Pacific Investment Management Company LLC jobs
Zippia gives an in-depth look into the details of Pacific Investment Management Company LLC, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Pacific Investment Management Company LLC. The employee data is based on information from people who have self-reported their past or current employments at Pacific Investment Management Company LLC. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Pacific Investment Management Company LLC. The data presented on this page does not represent the view of Pacific Investment Management Company LLC and its employees or that of Zippia.
Pacific Investment Management Company LLC may also be known as or be related to PIMCO, Pacific Investment Management Company, Pacific Investment Management Company LLC and THE PIMCO FOUNDATION.