Sr. Institutional Sales Officer
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The TCW Group
New York, NY, US
Summary
The Sr. Institutional Sales Officer will identify and engage institutional investors to raise new assets across private credit, public fixed income, and public equity. They will utilize consultative selling techniques to manage client relationships and collaborate with internal teams to develop tailored investment solutions.
Job Description
Position Summary
The Sr. Institutional Sales Officer will be responsible for collaborating with various groups within TCW to raise new assets from institutional investors in a regional territory. They will be responsible for systematically identifying and engaging with investors who are most likely to utilize TCW’s solutions across private credit, public fixed income and public equity. The successful candidate will have a proven track record of providing exceptional, highly consultative sales efforts. They should be self-motivated, strategic and entrepreneurial. Exceptional collaboration is expected.
Essential Duties
- Secure new business directly from institutional prospects in close collaboration with Consultant Relations, Portfolio Specialist, and Product Services teams
- Utilize consultative selling techniques to develop and manage meaningful relationships with institutional clients and prospects.
- Actively develop client solutions, including providing input for new product ideas and business capabilities
- Frequent business travel required
Required Qualifications
- Bachelor’s Degree from an accredited college or university
- A minimum of 10 years industry experience with a minimum of 5 years of direct institutional sales experience
- Proven track record in asset management institutional business development
- Proven ability to understand and explain a wide range of public and private asset classes, strategies and products
- Demonstrated ability to build and maintain strong strategic relationships, including a seasoned list of existing relationships with significant institutional investors
Professional Skills Qualifications
- Excellent written, verbal and presentation skills
- Strong initiative and self-starter
- Ability to work in an exceptionally collaborative team environment
- Proven ability to raise assets in private credit and/or ABF is highly desired
- Demonstrable ability to discuss complex public fixed income strategies is highly desired
Desired Qualifications
- CFA, CAIA and/or MBA strongly preferred
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For NY based position, the base salary range is $275k - $300k. This is an anticipated range only.
Other Compensation and Benefits: In addition to base salary, employees are eligible for a discretionary bonus and a comprehensive benefits package designed to support you and your family, invest in your health and wellbeing, and help build long-term financial security. Benefits include medical, dental, and vision coverage, retirement benefits, and paid time off. These benefits reflect our commitment to supporting the health, wellbeing, and long-term financial security of our employees and their families.
#LI-SW1 #LI-Hybrid
TCW is a global asset manager with more than fifty years of experience across fixed income, equities, and alternatives. We invest with intention, applying a disciplined, value-driven approach and deep research across public and private markets to build high-conviction portfolios that deliver enduring results for clients worldwide.
For more information, please visit www.TCW.com.
TCW is an Affirmative Action Equal Opportunity Employer
Company size
501-1,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Los Angeles, California
TCW is a global asset manager with more than fifty years of experience across fixed income, equities, and alternatives. We invest with intention, applying a disciplined, value-driven approach and deep research across public and private markets to build high-conviction portfolios that deliver enduring results for clients worldwide.
For more information, please visit www.TCW.com.
TCW is an Affirmative Action Equal Opportunity Employer
Company size
501-1,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Los Angeles, California