Senior Vice President, Defined Contribution Solutions Strategist
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
We need to decide which sections to include. The posting includes: location, responsibilities, qualifications, maybe "Pay" (salary range). There's also "Benefits"? Not mentioned. There's "Schedule"? Not mentioned. There's "Skills"? Not explicit but qualifications include many skills. Could combine responsibilities and qualifications sections. Could also have "About the role" maybe from the initial description before responsibilities. The posting includes a paragraph about PIMCO and the role description. That could be "About the role". Then "Responsibilities". Then "Qualifications". Then "Pay" (salary range). Possibly "Location" could be included as a short paragraph under About the role or separate? The instruction says we can fold minor metadata into a short
or drop it. Location is not a heading; we could include it in About the role paragraph.
We must not include EEO boilerplate. Remove that.
We need to preserve all substantive information: location, responsibilities list, qualifications list, salary range.
We need to format responsibilities as
- . Qualifications as
- . Salary range as maybe a
under Pay heading? Since Pay section is allowed only if posting actually states them. Yes, they state Salary Range: $265,000.00 - $305,000.00. So we can have a Pay section with that.
We should not include Benefits or Schedule sections because not mentioned.
We need to avoid duplication. Ensure we don't repeat same content.
Let's extract substantive content:
- Intro about PIMCO and role: "PIMCO is a global leader in active fixed income...". Then "Position Description PIMCO is seeking to hire an experienced Defined Contribution (DC) Solutions Strategist to join the Defined Contribution Solutions team." Then description of team responsibilities, etc. We'll combine into About the role paragraph(s). Might be long; we can keep as
.
- Location: "The role can be based in either Newport Beach, CA or New York, NY and may require a moderate amount of travel."
- Responsibilities: bullet list after "Key responsibilities include, but are not limited to:" then a long sentence with semicolons separating items. Need to split into list items. The text:
"Manage, enhance and further develop PIMCO’s suite of DC investment strategies, including off- the-shelf and personalized target date funds, retirement income solutions, active fixed income strategies, private markets solutions for DC and other participant-oriented solutions.
Identify demand for new solutions and enhancements to existing offerings; develop positioning, investment narratives and go-to-market strategies that support adoption and growth.
Work with plan sponsors, consultants, advisors, and other retirement stakeholders to assess DC investment needs and recommend solutions.
Deliver DC expertise and communicate PIMCO’s perspectives on DC plan design, participant outcomes, and retirement investing.
Partner with Product Strategy, Portfolio Management, Marketing, Account Management, Corporate Retirement, and Consultant Relations teams to ensure PIMCO’s DC product suite is clearly positioned, competitively differentiated and aligned with plan sponsor, consultant and participant needs.
Serve as a subject matter expert for PIMCO's DC platform, helping position solutions, communicate competitive advantages, and support client retention and growth efforts.
Collaborate with other PIMCO investment professionals, including Client Relationship Managers and Portfolios Managers.
Develop client-facing materials, including presentations, white papers, educational content, and other thought leadership publications.
Collaborate with Marketing on the development of PIMCO’s annual DC consulting study and present study findings to clients, consultants and other key DC stakeholders.
Represent PIMCO at key industry conferences, client events, and forums, serving as an ambassador for the firm's thought leadership and DC solutions while enhancing PIMCO's presence and reputation in the marketplace.
Participate in ad-hoc research projects related to the retirement markets, industry trends, and emerging opportunities.
Serve as an internal resource for client-facing and marketing teams on DC, retirement income, and retirement solutions -related topics.
Provide timely and forward-looking insights both internally and externally on investor demand, competitors and DC market trends."
We need to split each sentence separated by periods or semicolons? The list items are separated by line breaks in the source but we can treat each line as a bullet.
- Qualifications: after "Qualifications" heading, list of bullet-like sentences separated by periods. We need to extract each bullet.
Text:
"Minimum of a bachelor’s degree required.
CFA designation, MBA, or other advanced degree is desirable.
Minimum 8 years of experience in the institutional DC space within asset management, institutional sales, relationship management, client management, consultant relations, business development, or a related field.
Experience with developing, managing, positioning and/or commercializing investment solutions and products for the U.S. DC market, including target date funds, retirement income strategies, active fixed income solutions and other core menu offerings.
Demonstrate a deep understanding of the competitive landscape across the DC product ecosystem, including target date funds, retirement income solutions, capital preservation strategies, fixed income offerings, and broader core menu investments.
Possess a strong knowledge of the institutional and advisor-led DC landscape including plan sponsor, consultant, advisor, and intermediary dynamics.
Demonstrate a commercial mindset and strong consultative sales skills with a history of successfully engaging with plan sponsors, advisors, consultants, and other retirement stakeholders.
Deep knowledge of DC trends, plan design and mechanics (accumulation and decumulation), investment vehicles, capital markets, and economics.
Strong relationship-building skills and the ability to develop credibility with institutional investors, senior decision-makers, and other key stakeholders.
Excellent communication and presentation skills, with the ability to articulate complex investment concepts clearly and effectively, both verbally and in writing.
Proven ability to prioritize opportunities, manage multiple client relationships, and execute against ambitious business objectives.
Demonstrated commitment to the highest standards of professionalism, ethics, and integrity.
Demonstrated ability to operate in a fast-paced, highly collaborative environment and work effectively across global and cross-functional teams.
Self-starter with strong personal accountability, sound judgment, intellectual curiosity, and a results-oriented mindset.
Embrace innovation and leverage data, technology, and AI-enabled tools to enhance client engagement, improve decision-making, increase operating efficiency, and support business growth.
Active FINRA Series 7, 63, and 3 licenses required."
We need to keep all.
- Pay: "Salary Range: $ 265,000.00 - $ 305,000.00". Note there is a space after $. We'll keep as is.
We need to output HTML fragment only.
Structure:
About the role
... (combined intro paragraphs)
Location
maybe not needed as heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Location is not in the list but could be considered minor metadata; we could fold into About the role paragraph. Probably better to include location as a short
under About the role or separate
without heading. Since they said fold minor metadata into a short
or drop it. So we can include location as a
after About the role.
Thus:
About the role
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 seeking to hire an experienced Defined Contribution (DC) Solutions Strategist to join the Defined Contribution Solutions team. This Defined Contribution Solutions team is responsible for the design, development, positioning, and commercialization of PIMCO's DC platform. The team partners closely with Product Strategy, Portfolio Management, Marketing, Account Management, Corporate Retirement, and Consultant Relations teams to develop and implement retirement solutions, support client engagement efforts, and help drive growth across PIMCO's DC business. The team also plays a key role in PIMCO's retirement thought leadership initiatives, including research publications and PIMCO’s annual Defined Contribution Consulting Study. This role is ideal for an experienced and highly credible DC professional who is passionate about shaping retirement investment solutions and enjoys working at the intersection of product strategy, thought leadership, client engagement, and market innovation. The successful candidate will have the opportunity to influence the evolution of PIMCO's DC platform, contribute to industry-leading research and insights, and engage directly with consultants, advisors, plan sponsors, and other retirement stakeholders. The DC Solutions Strategist will help manage, evolve and commercialize PIMCO’s DC investment platform. This role is responsible for helping to lead product development and implementation initiatives, creating and positioning investment solutions, and providing investment expertise. The successful candidate will partner closely with distribution teams to position DC solutions, communicate competitive advantages, support client retention and growth efforts, and ensure offerings remain aligned with client needs. The individual will serve as a subject matter expert across PIMCO’s DC product suite, including off-the-shelf and personalized target date funds, retirement income solutions, active fixed income strategies for core menus, private markets solutions for DC plans, and other participant-focused solutions. The role includes regular engagement with plan sponsors, consultants, advisors, and other retirement stakeholders while helping shape PIMCO’s DC strategy and thought leadership efforts.
The role can be based in either Newport Beach, CA or New York, NY and may require a moderate amount of travel.
Responsibilities
- Manage, enhance and further develop PIMCO’s suite of DC investment strategies, including off-the-shelf and personalized target date funds, retirement income solutions, active fixed income strategies, private markets solutions for DC and other participant-oriented solutions.
- Identify demand for new solutions and enhancements to existing offerings; develop positioning, investment narratives and go-to-market strategies that support adoption and growth.
- Work with plan sponsors, consultants, advisors, and other retirement stakeholders to assess DC investment needs and recommend solutions.
- Deliver DC expertise and communicate PIMCO’s perspectives on DC plan design, participant outcomes, and retirement investing.
- Partner with Product Strategy, Portfolio Management, Marketing, Account Management, Corporate Retirement, and Consultant Relations teams to ensure PIMCO’s DC product suite is clearly positioned, competitively differentiated and aligned with
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. We need to decide which sections to include. The posting includes: location, responsibilities, qualifications, maybe "Pay" (salary range). There's also "Benefits"? Not mentioned. There's "Schedule"? Not mentioned. There's "Skills"? Not explicit but qualifications include many skills. Could combine responsibilities and qualifications sections. Could also have "About the role" maybe from the initial description before responsibilities. The posting includes a paragraph about PIMCO and the role description. That could be "About the role". Then "Responsibilities". Then "Qualifications". Then "Pay" (salary range). Possibly "Location" could be included as a short paragraph under About the role or separate? The instruction says we can fold minor metadata into a short
or drop it. Location is not a heading; we could include it in About the role paragraph. We must not include EEO boilerplate. Remove that. We need to preserve all substantive information: location, responsibilities list, qualifications list, salary range. We need to format responsibilities as
- . Qualifications as
- . Salary range as maybe a
under Pay heading? Since Pay section is allowed only if posting actually states them. Yes, they state Salary Range: $265,000.00 - $305,000.00. So we can have a Pay section with that. We should not include Benefits or Schedule sections because not mentioned. We need to avoid duplication. Ensure we don't repeat same content. Let's extract substantive content: - Intro about PIMCO and role: "PIMCO is a global leader in active fixed income...". Then "Position Description PIMCO is seeking to hire an experienced Defined Contribution (DC) Solutions Strategist to join the Defined Contribution Solutions team." Then description of team responsibilities, etc. We'll combine into About the role paragraph(s). Might be long; we can keep as
. - Location: "The role can be based in either Newport Beach, CA or New York, NY and may require a moderate amount of travel." - Responsibilities: bullet list after "Key responsibilities include, but are not limited to:" then a long sentence with semicolons separating items. Need to split into list items. The text: "Manage, enhance and further develop PIMCO’s suite of DC investment strategies, including off- the-shelf and personalized target date funds, retirement income solutions, active fixed income strategies, private markets solutions for DC and other participant-oriented solutions. Identify demand for new solutions and enhancements to existing offerings; develop positioning, investment narratives and go-to-market strategies that support adoption and growth. Work with plan sponsors, consultants, advisors, and other retirement stakeholders to assess DC investment needs and recommend solutions. Deliver DC expertise and communicate PIMCO’s perspectives on DC plan design, participant outcomes, and retirement investing. Partner with Product Strategy, Portfolio Management, Marketing, Account Management, Corporate Retirement, and Consultant Relations teams to ensure PIMCO’s DC product suite is clearly positioned, competitively differentiated and aligned with plan sponsor, consultant and participant needs. Serve as a subject matter expert for PIMCO's DC platform, helping position solutions, communicate competitive advantages, and support client retention and growth efforts. Collaborate with other PIMCO investment professionals, including Client Relationship Managers and Portfolios Managers. Develop client-facing materials, including presentations, white papers, educational content, and other thought leadership publications. Collaborate with Marketing on the development of PIMCO’s annual DC consulting study and present study findings to clients, consultants and other key DC stakeholders. Represent PIMCO at key industry conferences, client events, and forums, serving as an ambassador for the firm's thought leadership and DC solutions while enhancing PIMCO's presence and reputation in the marketplace. Participate in ad-hoc research projects related to the retirement markets, industry trends, and emerging opportunities. Serve as an internal resource for client-facing and marketing teams on DC, retirement income, and retirement solutions -related topics. Provide timely and forward-looking insights both internally and externally on investor demand, competitors and DC market trends." We need to split each sentence separated by periods or semicolons? The list items are separated by line breaks in the source but we can treat each line as a bullet. - Qualifications: after "Qualifications" heading, list of bullet-like sentences separated by periods. We need to extract each bullet. Text: "Minimum of a bachelor’s degree required. CFA designation, MBA, or other advanced degree is desirable. Minimum 8 years of experience in the institutional DC space within asset management, institutional sales, relationship management, client management, consultant relations, business development, or a related field. Experience with developing, managing, positioning and/or commercializing investment solutions and products for the U.S. DC market, including target date funds, retirement income strategies, active fixed income solutions and other core menu offerings. Demonstrate a deep understanding of the competitive landscape across the DC product ecosystem, including target date funds, retirement income solutions, capital preservation strategies, fixed income offerings, and broader core menu investments. Possess a strong knowledge of the institutional and advisor-led DC landscape including plan sponsor, consultant, advisor, and intermediary dynamics. Demonstrate a commercial mindset and strong consultative sales skills with a history of successfully engaging with plan sponsors, advisors, consultants, and other retirement stakeholders. Deep knowledge of DC trends, plan design and mechanics (accumulation and decumulation), investment vehicles, capital markets, and economics. Strong relationship-building skills and the ability to develop credibility with institutional investors, senior decision-makers, and other key stakeholders. Excellent communication and presentation skills, with the ability to articulate complex investment concepts clearly and effectively, both verbally and in writing. Proven ability to prioritize opportunities, manage multiple client relationships, and execute against ambitious business objectives. Demonstrated commitment to the highest standards of professionalism, ethics, and integrity. Demonstrated ability to operate in a fast-paced, highly collaborative environment and work effectively across global and cross-functional teams. Self-starter with strong personal accountability, sound judgment, intellectual curiosity, and a results-oriented mindset. Embrace innovation and leverage data, technology, and AI-enabled tools to enhance client engagement, improve decision-making, increase operating efficiency, and support business growth. Active FINRA Series 7, 63, and 3 licenses required." We need to keep all. - Pay: "Salary Range: $ 265,000.00 - $ 305,000.00". Note there is a space after $. We'll keep as is. We need to output HTML fragment only. Structure:
About the role
... (combined intro paragraphs)
Location
maybe not needed as heading? The instruction says usefor section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Location is not in the list but could be considered minor metadata; we could fold into About the role paragraph. Probably better to include location as a short
under About the role or separate
without heading. Since they said fold minor metadata into a short
or drop it. So we can include location as a
after About the role. Thus:
About the role
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 seeking to hire an experienced Defined Contribution (DC) Solutions Strategist to join the Defined Contribution Solutions team. This Defined Contribution Solutions team is responsible for the design, development, positioning, and commercialization of PIMCO's DC platform. The team partners closely with Product Strategy, Portfolio Management, Marketing, Account Management, Corporate Retirement, and Consultant Relations teams to develop and implement retirement solutions, support client engagement efforts, and help drive growth across PIMCO's DC business. The team also plays a key role in PIMCO's retirement thought leadership initiatives, including research publications and PIMCO’s annual Defined Contribution Consulting Study. This role is ideal for an experienced and highly credible DC professional who is passionate about shaping retirement investment solutions and enjoys working at the intersection of product strategy, thought leadership, client engagement, and market innovation. The successful candidate will have the opportunity to influence the evolution of PIMCO's DC platform, contribute to industry-leading research and insights, and engage directly with consultants, advisors, plan sponsors, and other retirement stakeholders. The DC Solutions Strategist will help manage, evolve and commercialize PIMCO’s DC investment platform. This role is responsible for helping to lead product development and implementation initiatives, creating and positioning investment solutions, and providing investment expertise. The successful candidate will partner closely with distribution teams to position DC solutions, communicate competitive advantages, support client retention and growth efforts, and ensure offerings remain aligned with client needs. The individual will serve as a subject matter expert across PIMCO’s DC product suite, including off-the-shelf and personalized target date funds, retirement income solutions, active fixed income strategies for core menus, private markets solutions for DC plans, and other participant-focused solutions. The role includes regular engagement with plan sponsors, consultants, advisors, and other retirement stakeholders while helping shape PIMCO’s DC strategy and thought leadership efforts.
The role can be based in either Newport Beach, CA or New York, NY and may require a moderate amount of travel.
Responsibilities
- Manage, enhance and further develop PIMCO’s suite of DC investment strategies, including off-the-shelf and personalized target date funds, retirement income solutions, active fixed income strategies, private markets solutions for DC and other participant-oriented solutions.
- Identify demand for new solutions and enhancements to existing offerings; develop positioning, investment narratives and go-to-market strategies that support adoption and growth.
- Work with plan sponsors, consultants, advisors, and other retirement stakeholders to assess DC investment needs and recommend solutions.
- Deliver DC expertise and communicate PIMCO’s perspectives on DC plan design, participant outcomes, and retirement investing.
- Partner with Product Strategy, Portfolio Management, Marketing, Account Management, Corporate Retirement, and Consultant Relations teams to ensure PIMCO’s DC product suite is clearly positioned, competitively differentiated and aligned with
- . Salary range as maybe a