Legg Mason

Account Service Manager

US-NY-New York | US-CT-Stamford
Req. #
2017-2538
Division
US Sales
Position Type
Regular

Position Overview

The Legg Mason US Sales organization is currently seeking an Account Service Manager to support the Retail National Account sales team. The position primarily entails supporting the day-to-day needs of assigned National Account Managers and home office clients as well as managing cross functional initiatives. The ideal candidate will be a motivated self-starter with high client services standards and who always puts team success first. This position is based in New York, NY preferred or Stamford, CT if needed.

 

Key Responsibilities & Duties Include, but not Limited to

Project Management

  • Function as an extension of the Retail National Account teams when partnering with Marketing, Product, Business Management and Shared Services. Advance the needs of the business by managing the following initiatives:
    • Support the client acquisition process from the initial RFP stage to contract execution and operational onboarding for mutual fund, separately managed account and ETF mandates.
    • Coordinate client events, including Legg Mason hosted due diligence meetings, road shows and partner firm conferences.
    • Coordinate materials for client meetings.
    • Gather and respond to periodic requests for information with a knowledgeable and systematic approach.
    • Apply creative critical thinking skills to streamline processes to ensure optimal efficiency and consistency for the sales and service teams while also continuously working to evolve the overall client experience.
        
       

Client Service and Client Outreach

 

  • Obtain in-depth knowledge of assigned partner firms, including but not limited to, understanding platforms, product availability, pending shelf space opportunities and firm research themes. Align the Legg Mason sales force to partner firm initiatives by crafting proactive communications to help position Legg Mason’s investment solutions within the context of each partner firm.
  • Uncover industry and firm trends by leveraging third party research and partner firm intelligence to help identify new opportunities for growth at the financial advisor and shelf space placement level.
  • Develop client relationships by providing back-up support for assigned Legg Mason National Account Manager(s) and serving as primary point of contact for ad hoc inquiries.
  • Coordinate and participate on client calls and attend client conferences/meetings upon request.

 

Communications

  • Partner with Sales Manager(s) to author business plans, strategy presentations and client activity guides.
  • Manage client communication process to ensure smooth and consistent delivery of Legg Mason updates, including but not limited to product changes and product launches.

 

Ideal Qualifications and Experience

  • Bachelor's Degree or equivalent experience;
  • Minimum of 5+ years industry experience preferred;
  • Meaningful understanding of the investment industry;
  • Excellent verbal and written communication skills;
  • Motivated self-starter with ability to creatively implement tactical initiatives;
  • Solid project management experience;
  • Team player with excellent interpersonal skills and ability to multi-task;
  • A self-motivated individual who can deal with changing requirements in a fast-paced environment.

Company Overview

Legg Mason is a leading global asset management firm that offers rewarding career opportunities for individuals who share our core values: integrity, collaboration, and accountability. 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.

Benefits

Legg Mason offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k), paid time off, employee stock purchase plan, tuition reimbursement, and much more. Learn more about Legg Mason and our benefit offerings here

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