Client Operations Director
1 week ago
PIMCO is a leading global investment management company with decades of experience in fixed income and credit markets. We have a deep understanding of the complex debt markets and leverage our expertise to deliver innovative solutions for our clients.
Our culture is built on Collaboration, Openness, Responsibility, and Excellence, which guide everything we do. We invest in our people and strive to create an inclusive work environment where everyone has the opportunity to succeed.
The Role OverviewWe are seeking an experienced Client Operations Manager to join our team. As a key member of our operations team, you will be responsible for overseeing the portfolio event process, including onboarding new accounts, managing terminations, facilitating in-kind transfers, and modifying existing portfolios.
You will work closely with client management and cross-functionally to develop and implement innovative client solutions. Your primary responsibilities will include:
- Overseeing the portfolio event process to ensure seamless execution and minimize risks.
- Identifying opportunities to enhance operational processes and improve efficiency.
- Collaborating with internal stakeholders to develop and implement client-centric solutions.
- Coordinating activities across various departments, including Client Management, Client Servicing, Portfolio Management, Product Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations.
To be successful in this role, you will need to have:
- A minimum of 5 years of professional experience in Client Operations within the financial services industry, preferably focused on fixed income.
- Demonstrated knowledge of the portfolio event process.
- Working knowledge of economics, fixed income fundamentals, or portfolio management.
- Prior experience working in/with Client Management and/or Transitions Management.
- Strong project management skills.
- Experience automating business processes utilizing workflow automation, business intelligence, or other productivity tools.
We offer a competitive salary range of $97,000 - $128,000 per year, commensurate with experience. Additionally, we provide a comprehensive benefits package that includes health insurance, retirement savings, and paid time off.
Please note that all applicants must meet the requirements set forth by law regarding employment eligibility, including immigration and labor laws.
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