Demo
Salary Resume Critique Job Openings

SVP, Strategic Relationship Manager (RIA Enterprise)

The TCW Group, Inc.
Boston, MA Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/3/2025

SVP, Strategic Relationship Manager (RIA Enterprise)

Job Location(s) :

Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.

US-CA-Los Angeles | US-MA-Boston | US-NY-New York

Job ID : 2024-2079 Category : Sales / Business Development & Marketing Department : US Strategic Accounts Type : Regular Full-TimePosition Summary

The Strategic Relationship Manager role focuses on leading client experience by driving, developing, and broadening RIA Enterprise relationships covered by the Wealth Strategic Accounts Team. The SRM is responsible for business development, relationship management, and overall commercial strategy at the RIA Enterprise platforms. This position plays a critical role in representing all TCW product offerings, collaborating with key external & internal stakeholders, and developing a key understanding of clients' business models to partner and build new product offerings that fill platform gaps.

Essential Duties

  • Relationship Management : Support existing and foster new partnerships with RIA enterprise platforms within the North America Wealth Distribution business.
  • Product Positioning : Responsible for driving commercial outcomes via the home office relationships to TCW investment solutions.
  • Feedback Loop : Gather feedback on products, market trends, and services, and communicate findings internally to shape product development and strategy.
  • Collaboration : Work closely with internal teams, including product management, marketing, and client services, to ensure alignment in strategies targeting the segment.
  • Reporting : Heavy utilization of firm CRM (Salesforce) along with other management reporting needs.

Required Qualifications

  • Bachelor's degree in Finance, Business, or a related field.
  • 12 years of experience in sales or business development within the asset management industry, with a focus on this channel.
  • Experience within the RIA space preferred.
  • 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.

    • Professional Skills Qualifications

  • 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.

    • Desired Qualifications

  • Advanced degree (e.g. MBA) or relevant certification (e.g. CFA) is a plus.

    • Estimated Compensation :

    Base Salary : For NY / CA / MA based position, the base salary range is $200k to $250k. This is an anticipated range only.

    Other Compensation : Eligible to be considered for an annual discretionary bonus.

    Benefits : Eligible for TCW's comprehensive benefits package. See more information here.

    LI-JS1

    J-18808-Ljbffr

    Salary : $200,000 - $250,000

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a SVP, Strategic Relationship Manager (RIA Enterprise)?

    Sign up to receive alerts about other jobs on the SVP, Strategic Relationship Manager (RIA Enterprise) career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $334,600 - $465,667
    Income Estimation: 
    $458,908 - $709,629
    Income Estimation: 
    $88,675 - $133,072
    Income Estimation: 
    $96,682 - $131,521
    Income Estimation: 
    $107,904 - $171,743
    Income Estimation: 
    $107,904 - $171,743
    Income Estimation: 
    $137,350 - $199,790
    Income Estimation: 
    $150,457 - $218,050
    Income Estimation: 
    $199,638 - $272,021
    Employees: Get a Salary Increase
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at The TCW Group, Inc.

    Associate, Private Credit
    The TCW Group, Inc.
    Hired Organization Address New York, NY Other
    Position Summary This position is suitable for candidates seeking to develop a career in private debt investing, particu...
    Data Architect
    The TCW Group, Inc.
    Hired Organization Address New York, NY Other
    Position Summary TCW has begun an exciting, multi-year technology modernization initiative. We are seeking a highly skil...
    Consultant Relations Director - East
    The TCW Group, Inc.
    Hired Organization Address New York, NY Other
    Position Summary The Consultant Relations Director- East will be responsible for collaborating with the salespeople in t...
    Associate, Private Credit
    The TCW Group, Inc.
    Hired Organization Address Boston, MA Other
    Position Summary This position is suitable for candidates seeking to develop a career in private debt investing, particu...
    View More Jobs at The TCW Group, Inc.

    Not the job you're looking for? Here are some other SVP, Strategic Relationship Manager (RIA Enterprise) jobs in the Boston, MA area that may be a better fit.

    Strategic Relationship Marketing Manager

    Franklin Templeton, Boston, MA

    Manager of Strategic Relationship Management

    American Express Global Business Travel, Boston, MA

    View More Jobs

    AI Assistant is available now!

    Feel free to start your new journey!