Legg Mason

  • Head of Retail and Wealth Management Channel Marketing

    Job Locations US-CT-Stamford
    Req. #
    Global Marketing
    Position Type
  • Position Overview

    Legg Mason is searching for an experienced and talented Head of Retail and Wealth Management Channel Marketing as a new key member of our Global Marketing and Communications team.


    The Head of Retail and Wealth Management Channel Marketing is responsible for leading marketing for National Broker Dealer (NBD), Independent Broker Dealer (IBD), Wealth Management (RIA) and Private Bank (PB) client segments and enterprise relationships to improve client awareness and target market penetration and deliver distinctive and impactful client experiences in pursuit of Legg Mason’s revenue and growth objectives. This person will work collaboratively with marketing colleagues and the sales and product management teams to support the launch, promotion and management of investment themes, products and client service capabilities.


    The Head of Retail and Wealth Management Channel Marketing will be at the forefront of driving high awareness of the investment products and solutions we provide to financial intermediaries. This person will work with sales to identify both the existing and unmet needs of intermediary clients to build marketing strategies that are hyper relevant and useful in their day-to-day investment and client relationship activities. This role is characterized by creative, innovative marketing capabilities, deep marketing expertise and segment-specific knowledge, along with an ability to juggle multiple projects with a sense of urgency.


    The Head of Retail and Wealth Management Channel Marketing will partner with product and marketing functional experts to plan and implement large scale campaigns and projects that involve traditional, digital, social, new, and emerging mediums, including paid, owned, and earned, to support the overall marketing strategy to build brand awareness, drive sales, and promote the firm’s overall capabilities.


    In addition,this person will also partner with Legal and Compliance to ensure adherence to regulations and policies related to investment product marketing. The successful candidate must be able to manage multiple stakeholder needs, manage and identify any potential risks that may arise from competing priorities, adjusting plans as necessary. As part of the responsibilities, this person will develop strategic briefs in support of key initiatives, projects and tactics. These briefs will present a well thought, high conviction strategy and plan that is rooted in the client need while addressing the business objective. These plans will also outline campaign and project components and deliverables, as well as identify measurement plans.

    Key Responsibilities:


    • Lead a team dedicated to partnering with Sales and Product leadership and provide end-to-end marketing support for our Intermediary channels specifically the National Broker Dealer, Independent Broker Dealer, RIA and Private Bank channels
    • Develop and execute against comprehensive engagement, education and service marketing programs for clients who may not have the benefit of relationships with LM sales personnel.
    • Develop annual marketing plans and thematic or product promotional creative briefs that appropriately deploy both traditional and digital strategy and execution techniques.
    • Work with the Business Analytics team to understand the preferences and behaviors of the target markets; plan, measure and continually optimize marketing activities.
    • Work with integrated marketers and marketing functional experts (Digital, Email, Social, Events) to develop innovative marketing and value add programs that address the target market’s unmet needs
    • Work with the Content and Thought Leadership Teams to develop materials to support client nurturing and development efforts
    • Develop and execute effective marketing strategies to support the development of new products and enhancing existing products to meet client needs
    • Show continual progress in efforts to provide businesses, channels, and functions with marketing metrics to measure and monitor success of programs including return on investment, impact on revenue goals, etc.
    • Be a competent and effective leader capable of developing great relationships with sales and product teams and collaborating with them to achieve better outcomes.
    • Maintain strict adherence to regulatory guidelines for all marketing communications including proactive management of marketing operational risk. A keen understanding of the investment management regulatory environment and a focus on risk are also key aspects of this role
    • Collaborate and influence across lines of business at multiple levels, as well as be able to counsel partners with the ability to connect “dots” across various and sometimes competing/ambiguous challenges

    This Head of Retail and Wealth Management Channel Marketing requires professional and prudent communications working in a team environment with a diverse group of talented associates. For an individual who thrives on new challenges and is excited to bring innovative, client focused marketing expertise to fast-paced innovative company focused on winning, this is an exciting opportunity.



    • BA/BS in Marketing, Communications or a related field is required. MBA is preferred.
    • 15 or more years of marketing experience; 5 or more years of leadership experience
    • Marketing experience specifically in the intermediary asset management industry and an understanding and appreciation for the industries unique client segment needs
    • Superior knowledge of mutual funds, separately managed accounts and ETFs and an advanced understanding of financial markets and investing concepts
    • Proven success in leading marketing strategies targeted at driving brand awareness and engagement with target client segments
    • Demonstrated experience aligning marketing strategy with segment-specific distribution teams to drive exceptional results and client outcomes
    • The ability to work and communicate effectively with virtual teams while working autonomously
    • The ability to work in a high-paced environment and deliver to tight deadlines
    • Deep understanding of compliance rules and regulations related to mutual fund investing
    • A passion for innovation and proven ability to build disruptive marketing programs that drive industry recognition and advisor activity
    • A strong analytical background and understanding for how and when marketing is successful in driving positive business outcomes and using data to optimize marketing activities
    • FINRA Series 7 Registration; Series 24 must be completed within 180 days of hire date if it is not available for transfer upon hire.

    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), profit-sharing, paid time off, employee stock purchase plan, tuition reimbursement, and much more.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed