Regional Wealth Advisory Growth Director

TCW; Brandon (FL); On-site; USD 135,000 - 165,000; Full time

Job summary

TCW is seeking a Wealth Advisory Business Development Officer to drive growth with platform channels and advisors in the US market. The role emphasizes relationship-building, strategic product positioning, and cross-functional collaboration to increase asset growth and market share.

Autonomy is complemented by strong senior support. Ideal candidates have 3+ years in asset-management sales, deep product knowledge, and excellent communication and presentation skills.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Minimum of three years of sales or business development experience in asset management, focused on this channel.
• Proven track record of meeting sales targets and growing business in this segment.
• Deep understanding of the investment landscape, products, and advisor needs.
• Excellent interpersonal and communication skills.
• Strong presentation skills, both in-person and virtual.

Responsibilities

• Build and maintain relationships with advisors and regional staff.
• Drive sales of the firm’s investment products and meet/exceed targets.
• Position products and solutions to platform audiences with tailored messaging.
• Monitor market trends, competitor activity, and advisor needs.
• Pursue new business opportunities and maintain a strong pipeline.
• Organize webinars, seminars, and conferences for advisors.
• Gather and communicate product feedback to shape strategy.
• Collaborate with product management, marketing, and client services.
• Provide regular updates on channel performance to senior management.

Skills

Relationship building

Communication

Presentation skills

Team collaboration

Education

Bachelor's degree in Finance or Business

Job description

TCW is seeking a Wealth Advisory Business Development Officer to drive growth with platform channels and advisors in the US market. The role emphasizes relationship-building, strategic product positioning, and cross-functional collaboration to increase asset growth and market share.

Autonomy is complemented by strong senior support. Ideal candidates have 3+ years in asset-management sales, deep product knowledge, and excellent communication and presentation skills.