Kristie Olsen Email & Phone Number

- Lead the Independent Channel National Accounts team* Awarded 2023 Key Account Manager of the Year

Baltimore, Maryland

• Identified, developed and closed new business opportunities with product decision makers and due diligence teams to secure Legg Mason platform placement for Mutual Funds, Separately Managed Accounts, Exchange Traded.
• Cultivated and strengthened relationships with client executives at leading Wirehouse, Independent and Private Bank firms to promote Legg Mason’s investment strategies and increase assets under management.
• Created business plan and execution strategies based on the objectives of each account and best opportunities for engagement.
• Negotiated revenue sharing, partnership, data and educational sponsorship agreements.* Exceeded sales goal 11 out of 12 years.* Top Performing Retail National Account Manager for Sales vs. Goal (FY20) = +52% vs. goal*.

Baltimore, Maryland

Richmond, Virginia

• Built, led and managed a team of 7 to oversee relationships with 100+ third-party asset managers across Mutual Funds, Annuities, Separately Managed Accounts, Exchange Traded Funds, Unit Investment Trusts, Offshore.
• Executed strategic partnerships between asset managers and multiple departments and distribution channels of the firm.
• Managed all aspects of revenue sharing and omnibus/networking fees including negotiations, contracts, and billing.* Responsible for internal and external communications, analytics and reporting relating to third-party.
• Supervised conference and training sponsorships, budget and partner content for 50+ events a year.

Richmond, Virginia

• Responsible for managing a team of 3 overseeing all relationship management, product management, and marketing initiatives for Mutual Funds, and 529 College Saving Plans across four distribution channels.
• Oversight of a 6-person Product Sales Desk receiving inbound calls from 10,000 Financial Advisors across all products.
• Developed and implemented Financial Advisor marketing initiatives, conference and educational sponsorships, revenue sharing negotiations and oversight, and business planning.

Richmond, Virginia

• Developed and implemented Financial Advisor marketing initiatives, conference and educational sponsorships.
• Delivered product and marketing training to new Financial Advisor recruits joining the firm.

Richmond, Virginia

• Managed selection process for third party and proprietary mutual funds ensuring suitability.
• Supported the sales and marketing programs for Mutual Funds and Annuities.
• Analyzed sales results and developed business forecasts and project plans.
• Co-designed and launched licensed retail platform program.