Who Is Western Asset
Western Asset Management focuses on supporting our clients’ financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified strategies.
From offices in Pasadena, New York, Sao Paulo, London, Zurich, Singapore, Hong Kong, Tokyo and Melbourne, Western Asset provides investment services for a wide variety of global clients. Western Asset’s client base covers nearly 600 clients, representing 35 countries, over 1400 accounts and approximately $380 billion in assets under management. The Firm's clients include corporate pension, eleemosynary, health care, insurance, wholesale, public and government organizations. Client portfolios range across an equally wide variety of mandates within the global fixed income markets.
The Client Sales Executive, Corporate Channel will be a key spokesperson for the investment management philosophy, products, firm mission, strategic vision and culture. They will be responsible for the development of a sales strategy to both drive new assets and build on new and existing client relationships. The sales executive will be responsible for increasing the Firm’s assets by employing Western Asset’s consultative approach to developing investment solutions for corporate pension clients.
What You Will Do
- Identify and cultivate relationships with prospective investors with the objective to achieve profitable growth, develop new investor relationships and raise assets
- Identify and assess the prospects’ investment objectives and determine appropriate investment solutions
- Embrace a client -centric approach to solution creation, incorporating the highly customized nature specific to company mandates
- Create, develop and deliver sales presentations to prospects, coordinating the involvement of other internal stakeholders as needed
- Review and coordinate all prospect communications (presentations, RFPs, RFIs and ad-hoc requests)
- Meet with identified prospects frequently in order to gain knowledge, visibility and momentum in building a value-added relationship consistent with Western Asset’s approach that success covering sophisticated institutional investors requires a high-touch approach
What You Bring
- A minimum of 10 years of experience servicing in an institutional; sales role within a recognized and respected asset management firm
- Hands on experience working with sophisticated institutional investors and delivering on their asset allocation needs
- Strong fixed income product knowledge, with the knowledge of other asset classes a plus
- Deep experience of capital markets and complex financial instruments
- Self motivated with the ability to drive results, setting and achieving compelling goals and proven track record of raising assets from investors within one or more channels.
- Thrives in working in a collaborative and team-oriented environment where dialogue is promoted and ideas are shared openly.
- Strong conceptual and analytical skills with the ability to engage in technical and in-depth conversations with sophisticated investors.
- Highly motivated and comfortable working with a fair degree of autonomy and demonstrating tremendous initiative and personal accountability.
- Bachelor’s degree in Finance, Economics, Business, or related field required
- Series 7 and 63 licenses required; Series 24 a plus
Expected base salary for the role will generally be between $175,00 and $225,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include other forms of compensation such as, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
About Western Asset
At Western Asset we’re saying hello to the future. Committed to being the leading fixed-income investment management firm in the world, we’re investing in new technologies, methodologies and markets. We’re also investing in our people. Our business is guided by a belief in doing the right thing: that if we treat our clients and colleagues with fairness and respect, success will follow. We’re building on our reputation and resources with an entrepreneurial approach that drives innovation. Every day is an opportunity for us to get better by making the most of the possibilities that our people and ideas can bring.
Our Commitment to Diversity
We believe a diverse and cohesive workforce promotes the formation of different ideas and viewpoints, enhances independent thinking, and helps create a work environment where the best ideas are identified and implemented. We are committed to unlocking the power of diversity through an inclusive environment that affords everyone the opportunity to develop individually, advance professionally and participate fully in the Firm’s success.
EQUAL EMPLOYMENT OPPORTUNITY ("EEO")
Western Asset Management is an Equal Opportunity/AffirmativeAction 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
Join our talent pool
We’re always on the look-out for creative, curious, collaborative, and entrepreneurial individuals. Even if you don’t see any current opportunities that match your skills, we’d still like to hear from you. Sign up for our Talent Pool and we’ll get in touch when something suitable comes up.
Register today and build your own searchable profile ready for our hiring managers to view. All you need is a few basic details and an up-to-date copy of your resume ready to upload. We support .rtf, .docx, .doc, .txt and .pdf files, provided they are smaller than 2MB.
