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Legg Mason Investor Services, LLC

Internal Regional Sales Director (RIA)

Legg Mason Investor Services, LLC - Baltimore, MD

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, Salesforce, 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\u2019s 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 (
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.

20 days 18 hours ago

Legg Mason Investor Services, LLC


Internal Regional Sales Director (RIA) Legg Mason Investor Services, LLC - Baltimore, MD, United States


Location: Baltimore, MD

Company Profile:
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.