Bi - Multi Lingual Marketing Manager - Spanish/Portuguese

Legg Mason Miami , FL 33196

Posted 2 days ago

Position Overview

We are currently seeking a bright, enthusiastic Marketing Associate to join our Global Marketing team in Miami! You will play a key role in the production and delivery of marketing collateral for the International Sales teams covering the Americas (Miami, New York, and Chile).

Using MAC platforms, InDesign, and other software, you'll be producing and updating fund commentaries and other fund materials, and uploading content across multiple websites.

Key Responsibilities & Duties Include, but not Limited to

  • Maintain standard monthly pitchbooks for key focus funds. Manage the day to day pitchbook process and ensure that the standard pitchbooks are updated on a regular and timely basis. Respond to ad-hoc requests for presentation content - Work in partnership with the channel marketing, product specialists to create tailored presentations for specific Client Meetings or Events. Work with the sales team/product specialists/affiliates to constantly enhance the content of the standard materials and to create new slide content for new and existing funds

  • Manage quarterly webcast presentation content

  • Analyze financial data, statistics and financial events and download information from third party databases to illustrate the key messages (Bloomberg, Lipper, Morningstar etc.)

  • Keep up-to-date with the latest industry, competitor, company and fund developments to position our funds appropriately and identify any changes that need to be made to materials

  • Upload marketing materials to LM Applications

  • Assist in other marketing related activities and efforts

  • Support the Head of European Channel Marketing and Americas Int`l cross border initiatives, as required.

  • Partner with the compliance department to develop and maintain knowledge of regional regulations related to financial services

  • Provide insight into marketing developments both internal and external to maximise efficiencies

Ideal Qualifications and Experience

  • Bachelor's Degree in related field

  • 5-7 years experience in asset management

  • A deep interest in mutual funds and financial products

  • Excellent understanding of compliance requirements

  • Expertise in PowerPoint; able to use diagrams, charts and graphs to communicate data effectively and informatively

  • Experience creating investment marketing materials for an asset management firm

  • Familiar with industry jargon; ability to communicate complex message effectively

  • Excellent attention to detail, with a focus on accuracy

  • Proofreading experience

  • Strategic thinker

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.


Legg Mason offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k), paid time off, employee stock purchase plan, tuition reimbursement, and much more. Learn more about Legg Mason and our benefit offerings here.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Senior Manager Premier Center Sales Bilingual (Spanish P


  Posted 1 week ago

VIEW JOBS 5/16/2018 12:00:00 AM 2018-08-14T00:00 Utilizes customer relationship management system to provide targeted sales opportunities and proactively sell the full range of consumer and commercial products (excluding the sales of Consumer Mortgage Products) to largest, most important current and potential Premier Center (affluent) customers. Develops, manages and expands Premier customer relationships at service levels that exceed customer expectations of this important and profitable customer segment. Impact on the Business * Organize daily activities to pro-actively contact, solicit, sell and service the largest, most important Premier Center customers. Develop the affluent business to build and increase a client portfolio. * Educate, encourage and sell customers on use of alternative delivery channels, including ATMs and telephone and internet banking. Customers / Stakeholders * Meet with largest and most important current and potential affluent customers with greatest profit and growth potential, to discuss their financial requirements; sell appropriate consumer and commercial financial services products, including insurance and investment products, to meet their needs while developing and expanding account relationships; this excludes the sales of Consumer Mortgage Products; Refer them to other specialized product areas, such as Consumer Mortgage, as required. * Identify current and potential customers with additional profit potential and develop action plans to address those relationships. Utilize customer relationship management system to provide targeted sales opportunities and proactively sell to current and potential affluent customers. Leadership & Teamwork * Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices. * Promote an environment that supports diversity and reflects the HSBC brand. Operational Effectiveness & Control * Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. * To implement the Group compliance policy locally by containing compliance risk in liaison with the Head of Group Compliance, Global Business Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources and training, fostering a compliance culture and optimizing relations with regulators. * Complete other responsibilities, as assigned. Management of Risk * Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues. Observation of Internal Controls * Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. * Minimum of six years proven and progressive financial services and/or retail sales experience or equivalent, including evidence of strong sales results in insurance and investment products and ability to close a sale with high net worth customers preferred. * Bachelors degree or equivalent experience. * Life, health and series 6 and 63 licenses. * Strong sales, communication, cross-selling, sales planning, mathematical, decision-making and analytical skills. * Very strong relationship management/building, customer service, time management and prioritization skills. * Broad knowledge of financial services products and services and the customer relationship management system. * Understanding of small business customer segment and products and services appropriate to compliment Premier offerings. EEO/AA/Minorities/Women/Disability/Veterans Hsbc Miami FL

Bi - Multi Lingual Marketing Manager - Spanish/Portuguese

Legg Mason