Manager of the TCW, MetWest, and TCW Alternative Fund Families
Senior Sales Associate, Retail Internal Sales
- Los Angeles, CA, USA
- Permanent, Full time
- 17 Sep 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.
- 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.
- 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
- Salesforce CRM Experience