Legg Mason

Head, Internal Sales Desk

Job Locations US-CT-Stamford
Req. #
US Sales
Position Type

Position Overview

Do you want to make a difference in how our global organization collaborates with clients to offer the best financial solutions? Our US Sales organization is seeking an experienced sales manager to enhance our Internal Sales approach, driving profitability and sales growth across our Internal Sales Desk. As our new Head, Internal Sales Desk, you will play an influential role as you grow and lead our retail internal sales desk, making our internals central to the process.

Key Responsibilities & Duties Include, but not Limited to

  • Lead a highly productive team of sales representatives, utilizing various communication platforms, including phone, video, screen share and/or in-person interactions. Team covers wirehouse and independent financial advisors across the broker/dealer community. 
  • Advance sales skills among internal sales team members to ensure ability to effectively articulate the Legg Mason value proposition and align investment strategies to client needs.  This includes but is not limited to the ability to position product within portfolios, the ability to position product across the competitive product landscape and the ability to effectively leverage other internal resources throughout the sales process.
  • Leverage data and analytics and collaborate with internal and external partners to drive business planning, activity, campaigns and other initiatives to achieve profitable growth.
  • Enhance the productivity of the Internal Wholesaling team by increasing utilization of performance management tools and processes.
  • Ensure effective communication and partnership between Regional Directors and Internal Wholesalers to facilitate cohesive strategies and coordinated sales efforts.
  • Evaluate the quality of each Internal Wholesaler’s contribution via routine phone monitoring, providing quarterly reviews, and providing ongoing coaching, training and feedback to enhance selling skills and territory management abilities.
  • Facilitate a dynamic sales environment conducive to teamwork and maintain high levels of motivation and activity among staff.
  • Represent the Internal Sales Desk organization in internal and external client meetings.
  • Recruit, hire and develop a talented and diverse sales desk team.
  • Execute full supervisory responsibilities for Internal Wholesaling team under direct supervision.
  • Problem resolution, troubleshooting and compensation management.
  • Travel required-approx. 50%


Ideal Qualifications and Experience

  • 10+ years of financial industry experience in a sales capacity with mutual funds, managed accounts, ETFs and closed end funds, and/or at least 3+ years of demonstrated success managing or leading Sales teams.
  • Demonstrated leadership characteristics with proven ability to motivate an internal sales organization, achieve team cohesion, and build relationships to achieve results.
  • Proven investment acumen and knowledge of a consultative sales approach and ability to leverage data and analytics.
  • Demonstrated success in marketing and selling investment products.
  • Extensive knowledge of financial markets and securities, ability to assess market trends, and ability to identify educational opportunities for the team.
  • Excellent coaching, development and training skills.
  • Sound understanding of the retail distribution process.
  • Excellent written and oral communication skills
  • Outstanding energy, focus, and drive to achieve results.
  • Ability to interact effectively and build strong partnerships at all levels of the organization.
  • Bachelor’s degree required; MBA, CIMA, CFA a plus.
  • FINRA Series 7, 66, and 24.

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, 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.


Legg Mason offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k) with company match, profit-sharing, extensive paid time off, employee stock purchase plan with company match, tuition reimbursement, paid parental leave for ALL parents, and much more. Learn more about #LifeatLeggMason here.


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