Legg Mason Investor Services, LLC
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.
As a Business Development Associate in Stamford, CT, you will be a valued member of Legg Mason\u2019s Sales Team. Legg Mason is a leading global asset management firm with a distinctive \u201cmulti-affiliate\u201d model providing clients with Equity, Fixed Income, Liquidity, and Alternatives solutions including mutual funds, college savings plans, variable annuities, and separately managed accounts.
The focus of the role is to provide business development support to the designated Regional Director (External Wholesaler) and work independently, with the Sales Team, or with other internal resources to structure successful and profitable relationships. You will employ highly focused, value-added selling techniques, drive relationships to increase Legg Mason gross and net sales, and improve asset retention within the client firms of your territory.
Key Responsibilities & Duties Include, but not Limited to
Work with your Regional Director and a robust CRM system to strategically develop and implement your team\u2019s business development plan, cultivate your assigned territory, foster new relationships, provide first-class customer service, and ultimately drive sales
Prospect new clients to evaluate and develop qualified leads for your Regional team
Cultivate, engage, and manage relationships with financial advisors by articulating Legg Mason\u2019s value proposition, offering sales ideas, market intelligence, and product information and updates
Demonstrate cold-calling success with a strong call structure, an organized sales process, and rapid identification and anticipation of client needs to make strong financial recommendations
Elicit, communicate, and understand pertinent product and company information to assess financial needs and suitability with Legg Mason financial solutions, philosophy, objectives, and positioning
Keep current with economic, industry, and market news, and client sentiment;
Adherence to all compliance regulations and guidelines including use of approved marketing materials, fund prospectus requirements, and proper licensing
Ideal Qualifications and Experience
Bachelor\u2019s degree or equivalent experience required
Minimum 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 the ability to articulate a variety of investment topics ranging from fundamental asset classes to fixed income solutions
Strong client and internal, corporate-relationship management skills to manage and track complex business development campaigns
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
Utilization of all applications i.e.: Principia Pro, Bloomberg
FINRA Series 7 & 63 required
Legg Mason offers a competitive compensation and comprehensive benefits package which includes medical, dental, vision, 401(k), paid time off, employee stock purchase plan, tuition reimbursement, parental leave, and much more.
Legg Mason Investor Services, LLC
Website : http://www.leggmason.com
Legg Mason Inc. is a publicly owned asset management holding company. The firm through its subsidiaries provides investment management and related services to institutional and individual clients, company-sponsored mutual funds and other pooled investment vehicles. Legg Mason Inc. was founded in 1899 and is based in Baltimore, Maryland.