Sr. Institutional Sales Officer

TCW; New York (NY); Hybrid; USD 275,000 - 300,000; Full time

Benefits offered by this job

Discretionary bonus

Medical insurance

Dental insurance

Vision insurance

Retirement benefits

Paid time off

Work from office 4 days a week

Job summary

TCW in New York, NY is seeking a Sr. Institutional Sales Officer to raise new assets from institutional investors across private credit, public fixed income, and public equity.

You will collaborate with multiple TCW teams and leverage a proven, highly consultative sales approach to grow assets in a regional territory. The role requires a strong track record in asset management business development, deep product knowledge, and the ability to build and maintain strategic relationships with major

Qualifications

• Bachelor’s Degree from an accredited college or university.
• 10+ years of industry experience with at least 5 years in direct institutional sales.
• Proven track record in asset management institutional business development.
• Ability to understand and explain public and private asset classes, strategies and products.
• Established relationships with significant institutional investors.

Responsibilities

• Secure new business from institutional prospects in collaboration with Consultant Relations, Portfolio Specialist, and Product Services teams.
• Utilize consultative selling techniques to develop relationships with institutional clients and prospects.
• Actively develop client solutions and provide input for new product ideas and business capabilities.
• Frequent business travel required.

Skills

Presentation skills

Communication skills

Initiative

Team collaboration

Asset raising (private credit/ABF)

Fixed income knowledge

Education

Bachelor’s degree

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.

• 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

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.