Associate Director, Institutional Growth & Partnerships

Franklin Templeton; Melbourne; On-site; AUD 150,000 - 190,000; Full time

Job summary

Franklin Templeton in Melbourne seeks an Associate Director - Institutional Business to support Senior Institutional Sales Directors in building and maintaining relationships with institutional investors, investment consultants, and key stakeholders.

You will coordinate client servicing, prepare sales reports, and liaise across investment and business support teams to ensure timely delivery of client information and high-quality client experience.

Qualifications

• Bachelor's degree in Finance, Economics, Commerce, Business or a related discipline.
• CFA program enrolment or postgraduate investment-related study preferred.
• Knowledge of institutional investment markets and client servicing environments is preferred.
• Experience supporting sophisticated investors, consultants or investment teams would be highly regarded.

Responsibilities

• Assist in preparing for client meetings, investment reviews, due diligence meetings and consultant presentations.
• Attend client and consultant meetings and contribute to relationship management activities.
• Coordinate responses to client requests, information requirements and follow-up actions.
• Maintain accurate records of client interactions, opportunities and business development activities.
• Identify emerging opportunities arising from changes in asset allocation, governance structures and regulatory developments.
• Assist in identifying new business opportunities and developing prospect profiles.
• Maintain institutional market and client databases.
• Support pipeline management and reporting activities.
• Contribute to strategic account plans for priority institutional clients.
• Assist in coordinating relationships with investment consultants.
• Support institutional consultant database updates, questionnaire responses and research submissions.
• Monitor institutional consultant research activity and identify relevant opportunities for investment capabilities.
• Develop a detailed understanding of the firm's investment capabilities across equities, fixed income, multi-asset solutions, alternatives, private credit, private equity secondaries, real assets and other private market strategies.
• Support the preparation of investment presentations, portfolio reviews and business development materials.
• Work closely with product specialists and investment teams to understand investment positioning and market developments.
• Assist in analysing investment performance, portfolio characteristics and market trends for client discussions.
• Build a strong understanding of the Australian institutional investment landscape.
• Monitor industry developments, including superannuation fund strategies and asset allocation changes; APRA and ASIC regulatory developments; Performance Test considerations; internalisation trends among superannuation funds; responsible investment and sustainability developments; and private market investment trends.
• Produce market intelligence and client briefing materials for internal stakeholders.
• Act as a key point of coordination for the Institutional Sales Directors and internal partners, including product and investment specialists and investment teams.
• Coordinate internal resources to ensure high-quality and timely delivery of client-related initiatives.
• Support RFPs, DDQs and mandate opportunities.

Skills

Interpersonal skills

Communication

Organization

Attention to detail

Commercial mindset

Proactive

Analytical

Team-oriented

Education

Bachelor's degree in Finance/Economics/Commerce/Business

CFA program enrolment or related studies

Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

We are looking for an Associate Director - Institutional Business to join the team in Melbourne, Australia.

This role supports the Senior Institutional Sales Directors in developing and maintaining relationships with institutional investors, investment consultants, and key stakeholders in order to grow the business. It coordinates client servicing activities, and the preparation of sales reports and materials. The role also acts as a liaison across various investment and business support teams to ensure the timely delivery of client information and high-quality client experience.

How will you add value?

Institutional Client Support

• Assist in preparing for client meetings, investment reviews, due diligence meetings and consultant presentations.
• Attend client and consultant meetings and contribute to relationship management activities.
• Coordinate responses to client requests, information requirements and follow-up actions.
• Maintain accurate records of client interactions, opportunities and business development activities.
• Identify emerging opportunities arising from changes in asset allocation, governance structures and regulatory developments.

Business Development Support

• Assist in identifying new business opportunities and developing prospect profiles.
• Maintain institutional market and client databases.
• Support pipeline management and reporting activities.
• Contribute to strategic account plans for priority institutional clients.

Consultant & Research Support

• Assist in coordinating relationships with investment consultants.
• Support institutional consultant database updates, questionnaire responses and research submissions.
• Monitor institutional consultant research activity and identify relevant opportunities for investment capabilities.

Investment Strategy & Product Support

• Develop a detailed understanding of the firm's investment capabilities across equities, fixed income, multi-asset solutions, alternatives, private credit, private equity secondaries, real assets and other private market strategies.
• Support the preparation of investment presentations, portfolio reviews and business development materials.
• Work closely with product specialists and investment teams to understand investment positioning and market developments.
• Assist in analysing investment performance, portfolio characteristics and market trends for client discussions.

Superannuation & Market Research

• Build a strong understanding of the Australian institutional investment landscape.
• Monitor industry developments, including superannuation fund strategies and asset allocation changes; APRA and ASIC regulatory developments; Performance Test considerations; internalisation trends among superannuation funds; responsible investment and sustainability developments; and private market investment trends.
• Produce market intelligence and client briefing materials for internal stakeholders.

Internal Stakeholder Management

• Act as a key point of coordination for the Institutional Sales Directors and internal partners, including product and investment specialists and investment teams. Support the Sales Directors by gathering timely information and insights relating to live and prospective sales activities.
• Coordinate internal resources to ensure high-quality and timely delivery of client-related initiatives.
• Support RFPs, DDQs and mandate opportunities.

What will help you be successful in this role?

Knowledge, Education, And Experience

• Minimum 5 years' experience within investment management, institutional sales, consultant relations, asset consulting, investment research, product strategy or a related field.
• Knowledge of institutional investment markets and client servicing environments is preferred.
• Knowledge in private markets would be beneficial.
• Experience supporting sophisticated investors, consultants or investment teams would be highly regarded.
• Bachelor's degree in Finance, Economics, Commerce, Business or a related discipline.
• CFA program enrolment or postgraduate investment-related study preferred.
• Strong academic achievement and commitment to ongoing professional development.

Skills And Abilities

• Strong interpersonal and relationship-building skills, with the confidence to engage senior stakeholders.
• Excellent written and verbal communication skills.
• Strong organisational skills, with the ability to manage multiple priorities in a fast-paced environment.
• High attention to detail and a consistent commitment to quality.
• Commercially minded, with a strong client and business development focus.
• Proactive, analytical and intellectually curious.
• Team-oriented and collaborative.
• Motivated to build a long-term career within institutional asset management.

Travel Requirements

• Regular travel in Australia and, on occasion, overseas.

#MID_SENIOR_LEVEL

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.