TCW · 18 hours ago
Wealth Advisory Business Development Officer
Milwaukee County, WI
Full-time
Onsite
Mid Level
3+ years expTCW is a mid-size, privately-owned asset manager focusing on driving growth through platform channels. The Wealth Advisory Business Development Officer will cultivate relationships with advisors, drive sales growth, and position the firm’s products to meet client needs while achieving asset growth.
Asset ManagementFinanceFinancial Services
Responsibilities
Cultivate and maintain strong relationships with advisors, ensuring that their needs are understood and served
Drive sales of the firm's investment products, meeting or exceeding sales targets
Clearly articulate the value proposition of the firm's products and solutions, tailoring messages to resonate with the platform audience
Monitor industry trends, competitor activities, and advisor needs to inform strategy development and product positioning
Identify and pursue new business opportunities, ensuring a continuous pipeline of prospects
Organize or participate in webinars, seminars, and conferences targeting advisors, positioning the firm as a thought leader in the industry and within each firm
Gather feedback on products, market trends, and services, and communicate findings internally to shape product development and strategy
Work closely with internal teams, including product management, marketing, and client services, to ensure alignment in strategies targeting the segment
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 this channel
Demonstrated track record of achieving sales targets and growing business within this segment
In-depth understanding of the investment landscape, products, and the specific needs of advisors
Excellent interpersonal and communication skills
Strong presentation skills, both in-person and virtual
Preferred
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
Benefits
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