This Hybrid Wholesaler within the RIA channel is responsible for driving sales and growth in assigned regions. This position plays a critical role in achieving asset growth and increasing market share within this segment.

TCW is a mid-size, privately-owned asset manager with growing strategies in active equity, active fixed income, and private credit. This role will have a broad territory and the opportunity to distribute multiple funds, ETF, SMA and private funds/wrappers. This role will also have a great deal of autonomy and excellent support from scale digital selling tools and infrastructure, as well as TCW's senior investment teams and investment specialists.

Relationship Building: Cultivate and maintain strong relationships with all existing clients and advisors and ensure that their needs are understood and served.
• Sales Growth: Drive sales with prospects and existing clients on TCWs ETFs and mutual funds. This would include consultative selling, assisting client needs to promote new products, retaining legacy holdings and significantly growing and cross-selling strategies.
• Product Positioning: Assess client needs, educate, and promote the value proposition of the firm's new products and solutions. Gain a sophisticated understanding of each platform's home office approach and portfolio construction and listen actively when collaborating with clients.
• Market Intelligence: Monitor industry trends, competitor activities, and advisor needs to inform strategy development and product positioning.
• Feedback Loop: Follow up on Internal Sales Desk leads, gather feedback on products, market trends, and services, and communicate findings to shape product development and strategy.
• Reporting: Provide regular updates to senior management on RIA channel performance, market insights, and business development initiatives

• Bachelor's degree in finance, Business, or a related field
• 3+ years of experience in sales or business development within the asset management industry, with a focus on this channel
• Demonstrated track record of achieving sales targets and growing business within this segment.
• In-depth understanding of the investment landscape, products, and the specific needs of advisors
• Excellent interpersonal and communication skills
• Strong presentation skills, both in-person and virtual

• Client-focused with a strong drive to achieve results
• Collaborative team player with the ability to work independently
• Strategic thinker with an analytical mindset
• Relationship-builder with a high degree of professionalism and integrity

• Advanced degree (e.g. MBA) or relevant certification (e.g. CFA) is a plus
  
  

Estimated Compensation:

Base Salary: For US based positions, the base salary range is $100k to $150k. This is an anticipated range only.

Other Compensation: Eligible to be considered for incentive compensation inclusive of discretionary bonus and/or commission.

Benefits: Eligible for TCW's comprehensive benefits package. See more information here.

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