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Client Service/Sales Executive - Liquidity 6/20/2018

Western Asset Management New York, NY

New York, NY
AJE Ref #
Job Classification
Full Time
Job Type
Mid-Career (2 - 15 years)
Bachelors Degree


The Client Service /Sales Executive will be responsible for coverage of a specific market region in the United States (e.g. west cost). He/she will drive the business development effort, representing Western Assets short-term fixed income products and investment advisory services. This ideal individual will have a minimum of seven to ten years of experience as an institutional salesperson. He/she will have demonstrated a successful track record marketing and selling liquidity/fixed income products to financial institutions. The majority of the CSEs time will be focused on new business development. This person will be more than comfortable cold calling prospects, as well as developing and potentially bringing his/her own existing client relationships/assets to Western Asset. This individual will also have access to investment teams, when necessary, therefore need to be able to speak to and understand the technical aspects of the firms investment strategies and offerings.

New business development and existing client relationship management
Prospecting phone calls for new business is critical
Maintain consistent communication with prospects
In person business meetings, when appropriate
Non-business venue meetings, when appropriate
Represent Western Assets products/strategies effictively and credibly
Interact with investment teams, when appropriate; remain on top of investment product and market trends
Create strategy for marketplace including the identification and prioritization of opportunities
Understand prospects investment needs, interests, and decision making process
Maintain cutting edge knowledge of liquidity/fixed income product trends
Contribute to the development of new sales and marketing initiatives and any new product development
Effective communication at all levels within the organization
Travel when client prospecting and servicing requires
Update WA client databases as necessary

A minimum of seven to ten years of institutional sales experience in the Liquidity channel
Ideal background would include prior experience at a top tier liquidity/fixed income investment management firm
A track record of effective and successful cash management client development
Phone prospecting is second nature; exceptional calling and communication skills are essential
Able to articulate and influence effectively
Credible spokesperson, representing an array of liquidity/fixed income products
Technical fluency and knowledge of liquidity/fixed income strategies and worldwide markets
Able to interact effectively with multiple internal constituencies: Client Service teams, investment professionals and various infrastructure support groups
Advanced degree and/or CFA preferred but not necessary

Personal characteristics
Self-motivated, entrepreneurial and driven
Resourceful and resilient
Collegial, team focused
Understands client first
Superior intellect
Excellent communication skills
Commitment to Western Assets culture, values and approach

EQUAL EMPLOYMENT OPPORTUNITY ("EEO") Western Asset Management is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.
Link to Equal Employment Opportunity Statement
Link to Pay Transparency Notice
Link to Equal Employment Opportunity Poster
Link to Equal Employment Opportunity Poster Supplement
Link to Vietnam Era Veterans Readjustment Assistance Act

Job Benefits

  • Dental Insurance
  • Health Insurance
  • Holidays
  • Life Insurance
  • 401K / Retirement Plan
  • Sick Leave
  • Vacation
  • Vision Insurance