Company Overview
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals.
Come join us in delivering better outcomes for our clients around the world!
Role Overview
The role of the VP, Market Leader is to create brand awareness, increase sales, and grow the business by leveraging client relationships within a territory. This position will support the broker/dealer community by applying expert knowledge of the financial services industry and Franklin Templeton’s (FT’s) products, solutions, and competitors.
Ongoing Responsibilities
Advice and Solutions
- Increases FT assets under management (AUM) by attracting new assets and retaining existing assets.
- Anticipates and addresses the investment needs of clients.
- Advises clients on how FT’s investment capabilities can grow their business and meet their needs.
- Demonstrates how FT’s products complement the client’s business needs.
- Recognized as an industry expert by enhancing FT’s position in the market.
- Educates peers and represents FT at events and activities.
- Shapes sales approach to changing market conditions and evolving client needs.
Planning and Territory Management
- Anticipates shifts in clients’ needs based on changing market conditions.
- Uses industry and competitive data to achieve sales goals.
- Evolves and executes on optimum prospecting and contact strategies.
- Manages expenses against travel and entertainment annual territory budget.
- Maximizes FT resources to build brand awareness and achieve sales targets.
- Applies expert knowledge of FT investment philosophies to increase market share.
Client Relationships
- Maximizes internal networks and external centers of influence to deepen client relationships.
- Tailors best practice ideas and consultation on appropriate solutions.
- Advises and positions FT products to meet client’s needs.
- Recommends appropriate solutions to meet client’s needs and increase market share.
Leadership
- Leads and directs sales efforts with internal partners to achieve sales targets.
- Maintains and grows partnership and teamwork with internal resources.
Qualifications
- Typically has 8 to 12 years related sales experience.
- Series 7 and 63 required.
- CIMA and/or CFA desired.
- Extensive knowledge of investment strategies and understanding of private wealth managers.
- Experience working with investment vehicles and strategies such as SMAs, ETFs, and Alternatives.
- Experience working with platforms such as RPM and UMA.
Compensation and Benefits
Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. We expect the salary for this position to be USD $125,000.
Company Culture
Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values.
Diversity and Inclusion
Franklin Templeton is an Equal Opportunity Employer committed to fostering a diverse and inclusive environment.
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