The TCW Group

Sr. Institutional Sales Officer

The TCW Group$275K — $300K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s Degree from an accredited college or university
  • Minimum of 10 years industry experience, with 5 years in institutional sales
  • Proven track record in asset management institutional business development
  • Ability to understand and explain diverse asset classes and strategies
  • Demonstrated success in building relationships with significant institutional investors

Responsibilities

  • Secure new business from institutional prospects in collaboration with internal teams
  • Utilize consultative selling techniques to foster client relationships
  • Develop client solutions and provide input for new products
  • Engage in frequent business travel to meet with clients

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Retirement benefits for long-term financial security
  • Paid time off to support work-life balance
  • Eligible for discretionary bonus
  • Flexibility in remote work depending on business needs
Full 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.

 

 

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About The TCW Group

The TCW Group is an asset management firm that offers a range of investment products and services to institutional and individual investors. The company was founded in 1971 and is headquartered in Los Angeles, California. TCW manages a variety of investment strategies across asset classes such as fixed income, equities, and alternatives. The company has received recognition for its work, including being named a top fixed income manager by Pensions & Investments.
Learn more about The TCW Group
Size
1,000 employees
Industry
Founded
1971

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