Legg Mason

  • Channel Marketing Manager (National Broker Dealer Channel)

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

    If you are a driven marketing professional with financial services experience, this is for you! Our Channel Marketing team is seeking a motivated Channel Marketing Manager to create and execute marketing strategies for our National Broker Dealer channel (NBD), covering our relationships with Merrill Lynch, Morgan Stanley, Wells Fargo, and UBS.


    The Channel Marketing team supports Legg Mason's sales & distribution function while developing marketing strategy and related deliverables/communications designed to drive flows and retain assets for the Legg Mason product platform. The Marketing team oversees the end-to-end client experience and works with all related marketing functions to achieve a seamless journey for all client types. 


    Must be able to commute to our Stamford, CT office at least three days per week; may be able to spend time in our NY (midtown) office as well.

    Key Responsibilities:


    • Develop, manage, and evaluate marketing strategy (including content) in line with brand, sales, and overall business objectives
    • Develop, manage, and integrate all areas of the marketing mix for all distribution channels and implement key metrics to evaluate effectiveness and ROI, in conjunction with other internal/external stakeholders including:
      • Marketing literature: Working closely with the Content, Product Marketing, Sales and Product Specialist teams to create optimum brand/product positioning and messaging
      • Media plans: Devise and implement plans, manage external relationships with media buyers and evaluate the related metrics.
      • Create and own a digital strategy, ensuring that content remains current and fully integrated with the corporate message as well as with the regional sales activity.
    • Define and oversee the client experience for the region’s client distribution channels in conjunction with all respective functions
    • Building a strong partnership with the Sales team to establish joint priorities and gain alignment on strategic plans
    • Supporting the Head of Channel Marketing on initiatives, as required
    • Regional budget allocation, management, recording and reporting
    • Assessing and challenging the marketing strategy through analytics
    • Cooperating with the regional sales team at events and conferences, as required
    • Working closely with key stakeholders (e.g. Global Marketing, Sales, Product Specialist group, Product, Compliance, Finance)
    • Partnering with the Compliance to develop and maintain the knowledge of regional regulations related to financial services
    • Provide insight into the marketing developments both internally and externally to maximize efficiencies


    • 6+ years’ marketing or sales experience within financial services (financial services experience required)
    • Proven ability to create marketing strategies and understand their role in supporting overall business goals
    • Good knowledge of the Client Experience and its role within a client-focused organization
    • Excellent interpersonal and client relationship skills at all organizational levels
    • Excellent understanding of marketing production process (including Compliance) and knowledge of e-commerce
    • Excellent knowledge of the asset management industry and mutual funds
    • Technical understanding of investments and different asset classes to enable succinct articulation of the benefits of any given fund
    • Excellent writing, grammar and communication skills
    • Analytical skills
    • Strong project management skills

    Personal Skills:


    • Ability to manage cross-functional projects and work well under pressure, delivering to very tight deadlines
    • Committed to meeting expectations and requirements of internal and external customers
    • First class communicator, motivator, and influencer
    • Consistently generates new ideas/ways to generate success
    • Ability to liaise across the Company at all levels and capable of managing external relationships
    • Self-motivated and disciplined about setting and pursuing ambitious activity goals independently
    • Takes ownership for success and is driven to proactively build new or expand existing business
    • Bachelor's Degree or equivalent experience. MBA preferred
    • Marketing certifications a plus


    What’s in it for you: 

    • Competitive pay and benefits, including medical, 401K with match, profit sharing, and more
    • A culture where continuous improvement, innovation, and growth are top of mind, and diversity & inclusion is paramount
    • Extensive paid time off, including 12 weeks' paid parental leave for ALL full-time regular employees 
    • A learning culture that supports learning and development; employees are allotted $8,000 per year to learn and grow via our SEED Program
    • Company-provided Care.com membership
    • Dress for your Day dress code 

    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.



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