Regional Wealth Growth Director

The TCW Group, Inc.

Town of Florida (NY)

On-site

USD 135,000 - 165,000

Full time

14 days+
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Benefits offered by this job

Medical, dental, vision coverage
Retirement benefits
Paid time off

Job summary

The TCW Group, Inc. is seeking a Wealth Advisory Business Development Officer to drive growth through Wire and Independent broker-dealer channels. You will cultivate advisor relationships and position TCW's funds, ETFs, SMA and private funds to meet advisor needs.

The role emphasizes cross-selling, educational events, and collaboration with product, marketing and client services to expand market share. Strong home-office relationships support strategic growth in this US market.

Qualifications

  • Bachelor's degree in Finance, Business, or a related field.
  • 3+ years sales or business development in asset management, with this channel.
  • Proven track record of meeting sales targets and growing business in this segment.
  • Strong understanding of investment landscape and advisor needs.
  • Excellent interpersonal and communication skills.
  • Strong presentation skills (in-person and virtual).

Responsibilities

  • Cultivate and maintain advisor relationships across platforms.
  • Drive sales of investment products and meet targets.
  • Articulate value proposition to platform audience and home office.
  • Monitor industry trends and inform strategy and product positioning.
  • Identify new business opportunities and maintain a strong pipeline.
  • Organize webinars, seminars, and conferences for advisors.
  • Gather feedback to shape product development and strategy.
  • Collaborate with product, marketing and client services on alignment.
  • Provide regular updates on channel performance to senior management.

Skills

Relationship building
Sales growth
Product positioning
Market intelligence
Prospecting
Presentation skills
Interpersonal skills

Education

Bachelor's degree in Finance or Business

Job description

The TCW Group, Inc. is seeking a Wealth Advisory Business Development Officer to drive growth through Wire and Independent broker-dealer channels. You will cultivate advisor relationships and position TCW's funds, ETFs, SMA and private funds to meet advisor needs.

The role emphasizes cross-selling, educational events, and collaboration with product, marketing and client services to expand market share. Strong home-office relationships support strategic growth in this US market.

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