TCW · 1 week ago
Hybrid Wholesaler - Private Credit
Boston, MA
Full-time
Hybrid
Mid Level
$100K/yr - $150K/yr
3+ years expTCW is a mid-size, privately-owned asset manager with growing strategies in active equity, active fixed income, and private credit. The Hybrid Wholesaler within the RIA channel is responsible for driving sales and growth in assigned regions, cultivating relationships with clients, and promoting TCW's Asset Backed Finance products.
Asset ManagementFinanceFinancial Services
Responsibilities
Cultivate and maintain strong relationships with all existing clients and advisors and ensure that their needs are understood and served
Drive sales with prospects and existing clients into TCW’s Asset Backed Finance products. This would include consultative selling, assisting client needs to promote new products, retaining legacy holdings and significantly growing and cross-selling strategies
Assess client needs, educate, and promote the value proposition of the firm's new products and solutions. Gain a sophisticated understanding of each platform’s home office approach and portfolio construction and listen actively when collaborating with clients
Monitor industry trends, competitor activities, and advisor needs to inform strategy development and product positioning
Follow up on Internal Sales Desk leads, gather feedback on products, market trends, and services, and communicate findings to shape product development and strategy
Work with other Hybrids, Internal Sales, and External salespeople to maximize impact
Provide regular updates to senior management on RIA channel performance, market insights, and business development initiatives
Qualification
Required
Bachelor's degree in finance, Business, or a related field
Minimum of three years of experience in sales or business development within the asset management industry, with a focus on RIAs preferred
Demonstrated track record of achieving sales targets and growing business
In-depth understanding of the investment landscape, products, and the specific needs of advisors
Excellent interpersonal and communication skills
Client-focused with a strong drive to achieve results
Collaborative team player with the ability to work independently
Strategic thinker with an analytical mindset
Relationship-builder with a high degree of professionalism and integrity
Preferred
Advanced degree (e.g. MBA) or relevant certification (e.g. CFA) is a plus
Benefits
In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Eligible for TCW’s comprehensive benefits package.
Company
TCW
TCW is a global asset manager with more than fifty years of experience across fixed income, equities, and alternatives.
501-1000 employees
H1B Sponsorship
TCW has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (5)
2023 (2)
2022 (5)
2021 (4)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Nippon Life Insurance Company of Japan
2017-12-01Series Unknown
2012-08-08Acquired
Leadership Team
Bob Baxter
Senior Vice President
David D. Kim
Managing Director, Head of Japan
Recent News
2025-10-16
2025-06-14
Company data provided by crunchbase