Client Relationship Manager

Franklin Templeton; Sydney; On-site; AUD 110,000 - 150,000; Full time

Job summary

Franklin Templeton in Sydney, Australia seeks a Client Relationship Manager to manage and expand relationships across the retail intermediary market including advisers, private banks, dealer groups and platforms.

The role blends investment knowledge with strategic relationship management, ensuring advisers receive insights, product expertise, and proactive support. The focus is on strengthening existing relationships, improving adviser engagement, and supporting distribution strategy.

Qualifications

• 7+ years' experience in funds management, private wealth, or intermediary distribution.
• Experience with customer relationship management systems is beneficial.

Responsibilities

• Adviser relationship management to deepen financial advisor relationships with NSW and QLD Sales Directors.
• Assist broader sales team with dealer groups, retail consultants and platforms account management.
• Develop structured engagement plans to increase adviser penetration and product adoption.
• Collaborate with Head of Retail Sales to maximise key client accounts and ongoing relationships.
• Work with cross-functional teams to meet client needs.
• Serve as the CRM lead for the retail sales team.

Skills

Client relationship management

Communication skills

Analytical thinking

Attention to detail

Education

Bachelor's degree in Commerce, Economics or Business

7+ years in funds management / intermediary distribution

Tools

CRM systems

Financial software

Job description

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 a Client Relationship Manager to join the retail sales team in Sydney, Australia. This role is responsible for managing and expanding relationships across the retail intermediary market including financial advisers, private banks, dealer groups, research consultants and platforms. The role blends deep investment knowledge with strategic relationship management, ensuring advisers receive high-quality insights, product expertise, and proactive support. The focus is on strengthening existing relationships, improving adviser engagement, and supporting distribution strategy.

How You Will Add Value?

• Adviser Relationship Management - deepen and strengthen financial advisor relationships in conjunction with the NSW and QLD Sales Directors
• Licensee, Platform and Research Consultant Support - Assist the broader sales team with ongoing account management for dealer groups, retail consultants and platforms.
• Client Engagement Strategy - Develop structured engagement plans to increase adviser penetration and product adoption including working with internal stakeholders on the CRM
• Work closely with the Head of Retail Sales and Consultants to maximise key client account sales and ongoing relationship management
• Collaborate with cross-functional teams to meet client needs
• CRM lead for retail sales team

What will help you be successful in this role?

Experience, Education & Certifications:

• Degree in Commerce, Economics, Business, or a related discipline.
• Minimum 7 years' experience in funds management, private wealth, or intermediary distribution
• Experience with customer relationship management systems is beneficial.
• Private markets experience is beneficial

Technical Knowledge:

• Strong technical understanding of investments, managed funds, SMAs, model portfolios, and platform architecture.
• Strong analytical and problem-solving skills
• High attention to detail and comfort working with data

Relationship Management & Communication:

• Excellent communication skills
• Ability to build relationships with internal and external stakeholders
• Proven ability to manage adviser relationships and influence investment selection decisions

Professional Attributes:

• Collaborative working style.
• Client-first approach.
• Proactive, organised, and adaptable approach.
• Ability to manage multiple tasks in a fast-paced environment.
• Ability to prioritise effectively.

#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.