Position SummaryThe Sr. Institutional Sales Officer will be responsible for collaborating with various groups within TCW to raise new assets from institutional investors in a Western US 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
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $300k - $350k. This is an anticipated range only.
Other Compensation: Eligible to be considered for an annual discretionary bonus
Benefits: Eligible for TCW’s comprehensive benefits package.
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