- Work closely with other Product Services team members to ensure that new answers are updated in the response library in an organized and timely manner.
- Collaborate with subject matter experts (SMEs) across Fixed Income, Private Credit & Asset-Backed Finance, Equities, Compliance, and Distribution to review, refine, and create content on a quarterly and annual basis.
- Utilize artificial intelligence (AI) tools to streamline existing response and create new answers.
- Interpret and communicate TCW's investment philosophy, process, and value proposition in a clear, compelling manner.
- Contribute to team projects focused on improving processes, workflow automation, and content governance.
- Draft and coordinate responses to Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs), ensuring quality, accuracy, and alignment with TCW's positioning.
- Manage assigned projects across multiple deadlines, ensuring efficient workflow and timely delivery.
- Bachelor's degree required.
- Minimum of five years of relevant experience, ideally in an asset management RFP or client service role.
- Excellent writing, editing, and verbal communication skills; ability to distill complex investment topics clearly.
- Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Proficiency with Microsoft Office Suite; experience with RFP software (e.g., Responsive) strongly preferred.
- Familiarity with institutional and intermediary distribution channels is a plus.
- Experience working with Private Credit and/or Asset Backed Finance is preferred.
- Professional Competencies.
- Highly organized, detail-oriented, and proactive team player.
- Strong interpersonal skills with the ability to engage professionally across departments and seniority levels.
- Comfortable with evolving technology platforms and process improvement initiatives.
- Ideally based in Los Angeles, New York, or Boston to enhance collaboration with investment teams and subject matter experts.
- Robust critical thinking skills and ability to synthesize a wide array of qualitative and quantitative information.
- Ability to operate independently/proactively in interactions with other TCW teams, including facilitation of discussion and decision-making to develop content and other solutions in support of sales opportunities.
- Strong organizational and time management skills; detail-oriented.
- Ability to manage multiple projects, organize and prioritize work to meet deadlines in a fast-paced environment.
- Ability to work independently and within established guidelines.
- Strong interpersonal skills and work well in a team environment.
- Bachelor's in Finance, Business, Economics, or related field preferred.
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VP, Product Services - New York - The TCW Group
Description
VP, Product ServicesJob Location(s)
US-NY-New York | US-MA-Boston | US-CA-Los Angeles
Job ID
Category
Client & Product Services
Department
Product Services
Type
Regular Full-Time
Position Summary
TCW is a leading global asset management firm with a strong foundation across Fixed Income, Private Credit & Alternatives, and Equities. We are committed to delivering exceptional client outcomes through a collaborative culture and a focus on long-term performance. As part of our ongoing commitment to client service excellence, we are seeking a highly motivated professional to join our Centralized RFP team.
The VP, Product Services will be part of a high-performing team within TCW's Centralized RFP group. This team is responsible for the end-to-end coordination and completion of responses used in both Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) from both prospective and existing institutional and wealth clients. The VP, Product Services will partner closely with investment teams and global distribution channels to ensure timely, high-quality, and compliant responses that accurately represent TCW's capabilities and value proposition.
Essential Duties- Manage content management efforts by maintaining and enhancing the team's standard RFP response library using tools such as Responsive.
This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For CA, NY or MA based positions, the base salary range is $145k-$165k. This represents base salary range only.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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