Hybrid Wholesaler - Private Credit

Overview

Position Summary
:
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 focusing on TCW’s Asset Backed Finance products.

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 into TCW’s Asset Backed Finance products. 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.
• Partnership:
  Work with other Hybrids, Internal Sales, and External salespeople to maximize impact.
• 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
• Minimum of three years of experience in sales or business development within the asset management industry, with a focus on RIAs preferred
• Demonstrated track record of achieving sales targets and growing business
• In-depth understanding of the investment landscape, products, and the specific needs of advisors
• Excellent interpersonal and communication skills

• 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

Base Salary: For a MA based position, the base salary is $100-150K.

Other Compensation
:
In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.

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