Regional Sales Director

The TCW Group • , FL

12d • Hybrid

About The Position

The Regional Sales Director drives growth through the Wire and Independent broker-dealer platform channels by building advisor relationships and positioning the firm’s investment products and solutions to meet advisor needs. The role supports asset growth and increased market share in a strategic segment of the U.S. market characterized by strong home-office relationships.

The position offers a broad territory and the opportunity to distribute multiple funds, ETFs, SMAs, and private funds or wrappers. It provides autonomy and support from digital selling tools and infrastructure, senior investment teams, and investment specialists. The role works with internal product management, marketing, and client services teams and provides updates to senior management on channel performance, market insights, and business development initiatives.

Requirements

• Bachelor’s degree in Finance, Business, or a related field.
• At least three years of sales or business development experience in the asset management industry, focused on this channel.
• Demonstrated track record of achieving sales targets and growing business within this segment.
• In-depth understanding of the investment landscape, products, and advisors’ specific needs.
• Excellent interpersonal and communication skills.
• Strong presentation skills, both in person and virtual.
• Client-focused, with a strong drive to achieve results.
• Collaborative team player able to work independently.
• Strategic thinker with an analytical mindset.
• Relationship-builder with a high degree of professionalism and integrity.

Responsibilities

• Cultivate and maintain advisor relationships, understand their needs, and support in-territory regional staff connected to key national platform relationships.
• Drive sales of the firm’s investment products, meet or exceed sales targets, retain legacy holdings, and grow and cross-sell strategies through consultative selling.
• Articulate and tailor product and solution value propositions to platform audiences, using knowledge of each platform’s home-office approach and portfolio construction and applying active listening.
• Monitor industry trends, competitor activity, and advisor needs to inform strategy and product positioning.
• Identify and pursue new business opportunities and maintain a continuous prospect pipeline using data-driven prospecting and marketing support.
• Organize or participate in webinars, seminars, and conferences for advisors, positioning the firm as a thought leader.
• Gather and communicate feedback on products, market trends, and services to inform product development and strategy.
• Collaborate with product management, marketing, and client services to align strategies for the segment.
• Provide senior management with regular updates on RIA channel performance, market insights, and business development initiatives.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Retirement benefits
• Paid time off
• Incentive compensation, which may include commissions, discretionary bonuses, or other performance-based awards, as applicable to the role

What This Job Offers

• Job Type: Full-time
• Career Level: Director