Legg Mason

Internal Regional Director (RIA & Bank Trust)

Job Locations US-MD-Baltimore
Req. #
US Sales
Position Type

Position Overview

Our US Sales organization is seeking a highly driven and motivated Internal Regional Director to join the Registered Investment Advisor (RIA)/Bank Trust team in Baltimore. 


As Internal Regional Director, you will generate new business in your assigned territory and provide business development support to your designated Regional Director (External Wholesaler). You will also partner with the broader sales team to cultivate leads within the respective territories. Come join our expanding team in this newly created role - grow your future with a growing asset management firm!

Key Responsibilities & Duties Include, but not Limited to

  • Increasing Legg Mason Mutual Fund, Managed Account, and ETF gross and net sales, market share, and product diversification by leveraging our data-driven business planning process, client segmentation, and consultative selling approach within the territory in partnership with your Regional Director partner
  • Maintain a high level of proactive calls on a daily basis to support and develop new and existing relationships
  • Utilize a data-driven approach and tools to educate RIAs and Bank Trusts on product offerings
  • High usage of CRM system and additional technology to execute on a data driven territory business plan
  • Leverage data to cross-sell existing relationships, and prospect new opportunities
  • Adhere to all compliance regulations and guidelines including use of approved marketing materials, fund prospectus requirements, and proper licensing

Ideal Qualifications and Experience

  • Bachelor’s degree or equivalent experience
  • 2-5 years of sales experience within a financial services firm
  • Superior communication, consultation, and listening skills to identify sales opportunities, suggest creative solutions, and manage challenging discussions with sophisticated clients to quickly establish rapport for future business development
  • Extensive investment product knowledge and understanding of financial concepts and capital markets, and the ability to articulate a variety of investment topics ranging from fundamental asset classes to fixed income solutions
  • Student of the market; seeks out learning opportunities internally and independently
  • Data-oriented and analytical; able to apply data to the sales process
  • A passion for success and performance at the highest level in a fast-paced, incentive-driven environment
  • Enthusiastic team player and self-starter with an ability to multi-task, assess, and prioritize business opportunities
  • CRM experience strongly desired (Salesforce.com)
  • FINRA Series 7 & 63 required
  • Occasional, infrequent travel required 

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 compensation and comprehensive total rewards package, which includes medical, dental, vision, 401(k) with company match, extensive paid time off, paid parental leave for all employees, employee stock purchase plan with company match, tuition reimbursement, and much more.  Learn more about our benefit offerings here.


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