SVP Institutional Sales

Franklin Templeton; Montreal; On-site; CAD 120,000 - 160,000; Full time

Job summary

A leading investment firm is seeking a Senior Vice President in Institutional Sales for the Canadian market. This role involves developing sales strategies to grow market share, maintaining strong client relationships, and leveraging expertise in institutional investments. Candidates should have extensive experience in sales, particularly with pension plans. Attractive benefits and a positive work culture are offered.

Benefits

Flexible medical, dental and vision insurance

Corporate Pension Plan

Employee Stock Investment Program

Competitive vacation package including personal days

Company paid short-term and long-term disability insurance

Education assistance

Qualifications

• At least 10 years of sales or business development experience in institutional investments.
• Demonstrated success managing complex portfolios.
• Deep familiarity with pension plans and the Canadian institutional investment landscape.
• Record of developing effective sales plans.

Responsibilities

• Develop and execute sales strategies to grow market share.
• Leverage expertise to identify client needs in pension plans.
• Maintain strong client relationships and promote products.
• Stay informed on industry trends and represent the firm at events.

Skills

Sales leadership

Financial knowledge

Analytical skills

Negotiation

Client relationship management

Education

Bachelor’s degree in business, finance, marketing, or related field

Job description

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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

Role and responsibilities

What is the Institutional Sales, Canada group responsible for?

The team is responsible for devising strategies and executing on plans that build market share and increase AUM through multiple product offerings.

What is the SVP, Institutional Sales responsible for?

As an integral sales leader, the SVP has ownership of a geographical mandate for institutional market sales and will expand Franklin Templeton’s success in Canada. This role oversees a large territory including Quebec, Montreal and Eastern Canada.

What are the ongoing responsibilities of an SVP, Institutional Sales?

• Develop and execute sales strategies to grow market share in Ontario and Western Canada.
• Leverage expertise in institutional markets and FTI products to identify and qualify client needs, focusing on pension plans and institutional buyers.
• Maintain strong client relationships and proactively promote products and capabilities.
• Continuously prospect and adapt strategies to changing market conditions, collaborating with the sales team for transparent communication.
• Work closely with colleagues to ensure solutions meet client and business objectives.
• Stay informed on industry trends and represent Franklin Templeton at conferences and events as an institutional investment expert.

Qualifications and experience

What ideal qualifications, skills & experience would help someone to be successful?

• A bachelor’s or higher degree in business, finance, marketing, or a related field and at least 10 years of sales or business development experience in institutional investments. CFA certification is beneficial but not required.
• Proven leadership in sales, strong financial knowledge, technical expertise, and deep familiarity with pension plans (DB/DC), endowments, foundations, and the Canadian institutional investment landscape.
• Demonstrated success managing complex portfolios, understanding distribution channels and evolving models, and working collaboratively with sales and product teams to deliver impactful client-focused solutions.
• Record of developing effective sales plans, driving increased sales and market share through strategic thinking, analytical skills, and persuasive negotiation.
• Recognized for the ability to articulate complex concepts clearly, engage in impactful dialogue, and build consensus among diverse audiences, earning credibility and respect across all professional interactions.

Culture and benefits

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.

Highlights of our benefits include:

• Flexible medical, dental and vision insurance
• Corporate Pension Plan
• Employee Stock Investment Program
• Purchase company funds with no sales charge
• Competitive vacation package that includes three annual personal days
• Company paid short-term and long-term Disability Insurance
• Education assistance

Learn more about the wide range of benefits we offer at Franklin Templeton

Equal employment opportunity

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. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please email [e-mail]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.