Legg Mason

Internal Wholesaler

US-CT-Stamford
Req. #
2017-2312
Division
US Sales
Position Type
Regular

Position Overview

Legg Mason is a leading global asset management firm that offers rewarding career opportunities for individuals who share our core values: integrity, collaboration, passion for results, empowerment, and a commitment to our profession. We have a presence in every major financial center across the globe, and we look for exceptional professionals who want to shape a rewarding career through intellectual curiosity, leadership, and team-oriented approach. If you are passionate about the investment business and about building your future with one of the industry's premier firms, consider the opportunities at Legg Mason today.

Our US Sales team, located in Stamford, CT, is currently seeking an experienced Internal Wholesaler to serve as an integral part of an elite Internal Wholesaler desk, responsible for sales of asset management products to independent and national broker dealer distribution companies.

Key Responsibilities & Duties Include, but not Limited to

  • Partner with designated External Wholesaler(s) by providing follow-up and high level sales support.
  • Build strong relationships with investment professionals in territory by consistently offering sales ideas and other forms of marketing support.
  • Work with External Wholesalers to prospect new contacts to establish new relationships and generate business.
  • Make 50-60 daily proactive outbound sales calls regarding Prospecting/Profiling, follow-up, Investment Updates, recognition calls and time sensitive campaigns.
  • Proficiently utilize all applications i.e.: Principia Pro, Bloomberg, as well as competitive analysis of products
  • Occasional travel within territory when appropriate

 

Ideal Qualifications and Experience

  • 3-7+ years of experience in a sales capacity with a Financial Services firm;
  • Extensive financial industry knowledge, preferably with a strong Mutual Fund and Separately Managed Accounts product background;
  • Enthusiastic team player and self-starter with ability to prioritize and work in a fast-paced sales environment;
  • Coachable; able to incorporate feedback into performance;
  • Clear and efficient communicator;
  • Result oriented;
  • Flexible and adaptable;
  • Able to work multiple projects at the same time;
  • Technologically proficient and knowledgeable;
  • Strong customer relationship management and servicing skills as well as internal corporate relationship management capabilities;
  • Active Series 6 and/or 7 and 63;
  • Able to travel occasionally (<20%).

Knowledge, Skills & Abilities:

  • Able to be present in the office during regular business hours unless otherwise authorized.
  • Able to apply knowledge into practical solutions.
  • Able to identify and anticipate client needs and make recommendations for implementation.
  • Self-directed and motivated.
  • Able to work under pressure in a fast-paced environment that experiences a lot of change/heavy volume.
  • Able to influence to achieve desired outcomes.
  • Able to be goal focused and produce results.
  • Able to be innovative. Displays original thinking and creativity. Meets challenges with resourcefulness. Develops new approaches and ideas.
  • Able to develop strong working relationships with colleagues, teams, and clients.

Benefits

Legg Mason offers a competitive compensation and comprehensive benefits package which includes medical, dental, vision, 401(k), paid time off, employee stock purchase plan, tuition reimbursement, parental leave, and much more.

 
 

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