Manager of the TCW, MetWest, and TCW Alternative Fund Families

Senior Sales Associate, Retail Internal Sales

  • Competitive
  • Los Angeles, CA, USA
  • Permanent, Full time
  • TCW
  • 21 Nov 17

Work in partnership with TCW’s external Regional Sales Consultants to source, develop and enhance financial advisor relationships in the National Broker/Dealer channel. Communicate with financial professionals on a wide range of investment related topics including; portfolio process & philosophy, positioning, outlook, risk metrics, performance and related capital market developments.

Responsibilities:

  • Partner with two external wholesalers to optimize and grow territory coverage & market share.
  • Conduct proactive outbound sales & service initiatives to raise awareness of TCW offerings, build relationships, and meet external partner & firm objectives.
  • Respond to inbound information & service communications.
  • Serve as a liaison between external wholesalers and financial advisor constituents
  • Fulfill literature requests, marketing campaigns and ad hoc reporting
  • Participate in ongoing professional development & training.

Minimum Qualifications:

  • Bachelor’s degree
  • Series 7 & 63 Licenses required
  • 1 - 3 years financial services experience (sales preferred)
  • A working understanding of the capital markets & financial instruments
  • Strong initiative and work ethic
  • Effective communication & presentation skills
  • Attention to detail and the ability to manage multiple tasks
  • Ability to work in a fast paced, collaborative and team-oriented environment

Desired Qualifications:

  • Salesforce CRM Experience

About TCW

TCW was named Best Places to Work by Pension & Investments for the third year in a row.

TCW is a leading global asset management firm with more than four decades of investment experience and a broad range of products across fixed income, equities, emerging markets and alternative investments. Through the MetWest and TCW Fund Families, TCW manages one of the largest mutual fund complexes in the U.S. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. As of June 30, 2017, TCW had total assets under management of $196.9 billion. TCW is headquartered in
Los Angeles, and has offices in New York, Boston, Chicago, London, Hong Kong, and Tokyo.

TCW is an Equal Opportunity Employer. Please visit www.tcw.com for more information.