Legg Mason

  • Internal Regional Director

    Job Locations US-CT-Stamford | US-NY-New York | US-MD-Baltimore
    Req. #
    2018-2940
    Division
    US Sales
    Position Type
    Regular
  • Position Overview

    Our US Sales group, based in Stamford, CT, is seeking Internal Regional Directors to join our team.

     

    As an Internal Regional Director, you will be focused on generating new business in your assigned territory and providing business development support to the designated Regional Director (External Wholesaler).  You will also partner with the broader sales organization to drive sales and enhance client relationships within the Dechannelized Sales Team.

    Key Responsibilities:

    • Responsible for increasing Legg Mason Mutual Fund and Managed Account 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.
    • Must cultivate and manage relationships with Financial Advisors and Centers of Influence by offering sales ideas, market intelligence, key product information, and value add/education via phone calls/screen sharing, electronic communication, in-person/virtual 1 on 1 meetings, and in-person/virtual group presentations.
    • 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 Financial Advisors on product offerings
    • Partner with corresponding Legg Mason representatives in DCIO and VA/Sub-Advised channels, to create referral opportunities, and build the Legg Mason brand across channels.
    • 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.

     

    Qualifications:

    • Bachelor’s degree or equivalent experience required
    • 2+ 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 a high 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 25% travel required 

     

    Company Overview

    As a leading global asset management firm, Legg Mason offers rewarding career opportunities for individuals who share our passion for investing and our commitment to putting clients first in everything we do. Whether you have industry experience and are seeking new challenges or are just beginning your career, we invite you to explore the many advantages of joining our global team. With a presence in every major financial center across the globe, we are always looking for exceptional professionals who want to shape a rewarding career through intellectual curiosity, leadership, and collaboration. If you are passionate about investments and want to build your future with one of the industry's premier firms, consider the many opportunities at Legg Mason today.

    Benefits

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

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