Regional Sales Director

The TCW Group

  • Madison, WI
  • 1 day ago
  • $150,000 Per Year
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Skills

  • Analysis Skillsunmatched
  • Asset Managementunmatched
  • Brokerageunmatched
  • Business Developmentunmatched
  • Business Growthunmatched
  • Channel Managementunmatched
  • Communication Skillsunmatched
  • Competitive Analysis/Strategyunmatched
  • Competitive Researchunmatched
  • Conferencesunmatched
  • Constructionunmatched
  • Consultative Salesunmatched
  • Cross-Sellingunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Exceeded Sales Goalunmatched
  • Financeunmatched
  • Fixed Income Investmentsunmatched
  • Industry/Trade Analysisunmatched
  • Interpersonal Skillsunmatched
  • Market Shareunmatched
  • Market Trackingunmatched
  • Market Trend Analysisunmatched
  • Marketingunmatched
  • Meet Sales Quotaunmatched
  • Presentation/Verbal Skillsunmatched
  • Private Fundingunmatched
  • Product Developmentunmatched
  • Product Managementunmatched
  • Product Marketingunmatched
  • Product Positioningunmatched
  • Product Strategyunmatched
  • Regional Salesunmatched
  • Revenue Growthunmatched
  • Rich Internet Application (RIA)unmatched
  • Salesunmatched
  • Sales Pipelineunmatched
  • Sales Prospectingunmatched
  • Sales Strategyunmatched
  • Strategic Planningunmatched
  • Team Playerunmatched
  • Thought Leadershipunmatched
  • Webinarunmatched

Description

Position Summary The Wealth Advisory Business Development Officer role focuses on driving growth through the platform channels (Wire and Independent broker dealers), fostering relationships with advisors and positioning the firm's products and solutions to meet their needs. This position plays a critical role in achieving asset growth and increasing market share within this segment. This segment of the US market is a place with strong home office relationships and is a strategic focus for TCW's growth.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.Essential Duties Relationship Building: Cultivate and maintain strong relationships with advisors, ensuring that their needs are understood and served. Support in-territory regional staff from key national platform relationships.Sales Growth: Drive sales of the firm's investment products, meeting or exceeding sales targets. Focus on consultative selling, retaining legacy holdings and significantly growing and cross-selling strategies.Product Positioning: Clearly articulate the value proposition of the firm's products and solutions, tailoring messages to resonate with the platform audience. Using sophisticated understanding of each platform's home office approach, portfolio construction and active listening when working with clients.Market Intelligence: Monitor industry trends, competitor activities, and advisor needs to inform strategy development and product positioning.Business Development: Identify and pursue new business opportunities, ensuring a continuous pipeline of prospects. Work within a data-driven system with support on prospecting and marketing content to produce quality results.Educational Events: Organize or participate in webinars, seminars, and conferences targeting advisors, positioning the firm as a thought leader in the industry and within each firm.Feedback Loop: Gather feedback on products, market trends, and services, and communicate findings internally to shape product development and strategy.Collaboration: Work closely with internal teams, including product management, marketing, and client services, to ensure alignment in strategies targeting the segment.Reporting: Provide regular updates to senior management on RIA channel performance, market insights, and business development initiatives.Required Qualifications Bachelor's degree in Finance, Business, or a related fieldMinimum of three years of experience in sales or business development within the asset management industry, with a focus on this channelDemonstrated track record of achieving sales targets and growing business within this segmentIn-depth understanding of the investment landscape, products, and the specific needs of advisorsExcellent interpersonal and communication skillsStrong presentation skills, both in-person and virtualProfessional Skills Qualifications Client-focused with a strong drive to achieve results.Collaborative team player with the ability to work independentlyStrategic thinker with an analytical mindsetRelationship-builder with a high degree of professionalism and integrityEstimated Compensation:Base Salary: For a WI/MN based position, the base salary is $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 informationhere.#J-18808-Ljbffr

Numbers & Facts

LocationMadison, WI

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