Senior Associate/VP - Institutional Liquidity Distribution

Franklin Templeton; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Franklin Templeton in London is seeking a proactive professional to join the Institutional Liquidity Distribution team. You will help deliver institutional liquidity solutions to clients, build relationships with corporate treasury and institutional investors, and collaborate with investment, product, operations, legal and compliance teams.

The role emphasizes developing new business opportunities, supporting onboarding, and leveraging AI tools to improve client coverage and recurring processes.

Qualifications

• Bachelor’s degree or equivalent experience in finance or related field.
• Some relevant experience in asset management, banking or institutional financial services.
• Exposure to institutional client coverage, distribution, sales or business development preferred.
• Interest in digital assets and emerging investment solutions.

Responsibilities

• Support the development of institutional liquidity business across existing and prospective clients.
• Build relationships with corporate treasury and institutional investors, working alongside colleagues where appropriate.
• Identify and support the development of new business and cross-selling opportunities.
• Participate actively in client and prospect engagement, including meeting preparation, presentations, follow-up and opportunity progression.
• Support and develop relationships with banks, distribution platforms and other key intermediaries.
• Help strengthen Franklin Templeton’s market presence across key industry forums.
• Analyse client activity, assets, flows and market developments to identify commercial opportunities and inform business strategy.
• Use AI and automation to support effective client coverage, CRM, business intelligence and recurring workflows.
• Drive client onboarding and account implementation, working with relevant internal teams to progress opportunities through to first investment.
• Coordinate client flow activity with investment teams.
• Contribute to regional business planning and marketing initiatives.
• Develop towards greater ownership of client relationships, intermediary relationships and revenue opportunities as the business develops.

Skills

Excel

PowerPoint

CRM

Education

Bachelor’s degree in Finance/Business/Economics or related field

Tools

CRM platform

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.

About the Department

Franklin Templeton’s Institutional Liquidity Distribution team is part of the Global Client Group and is responsible for delivering institutional liquidity and short-term investment solutions to clients across the globe. The team partners with corporate treasurers and institutional investors, offering UCITS (Undertakings for Collective Investment in Transferable Securities) liquidity funds, short-duration strategies, Exchange Traded Funds (ETFs), separate account solutions, and innovative digital asset products. Working closely with investment, marketing, operations, legal, and compliance teams, colleagues benefit from a collaborative environment, broad market exposure, and opportunities to support both established and emerging investment solutions.

Institutional Liquidity is focused on helping a wide range of institutional investors manage their operating and strategic cash through conventional money market funds and other short-term investment solutions. Franklin Templeton’s growing Digital Assets business includes tokenised investment products and blockchain-based financial infrastructure. These businesses are increasingly interconnected, particularly through the development of tokenised money market funds and other digital liquidity solutions.

How You Will Add Value

Core Responsibilities

• Support the development of institutional liquidity business across existing and prospective clients.
• Build relationships with corporate treasury and institutional investors, working alongside colleagues where appropriate.
• Identify and support the development of new business and cross-selling opportunities.
• Participate actively in client and prospect engagement, including meeting preparation, presentations, follow-up and opportunity progression.
• Support and develop relationships with banks, distribution platforms and other key intermediaries.
• Help strengthen Franklin Templeton’s market presence across key industry forums.
• Analyse client activity, assets, flows and market developments to identify commercial opportunities and inform business strategy.
• Use AI and automation to support effective client coverage, CRM, business intelligence and recurring workflows.
• Drive client onboarding and account implementation, working with relevant internal teams to progress opportunities through to first investment.
• Coordinate client flow activity with investment teams.
• Contribute to regional business planning and marketing initiatives.
• Develop towards greater ownership of client relationships, intermediary relationships and revenue opportunities as the business develops.

Team & Collaboration

• Work closely with distribution teams across Europe to originate and develop institutional liquidity opportunities.
• Partner across Investment, Product, Operations, Legal and Compliance to deliver an excellent client experience.
• Work across traditional and digital liquidity solutions as Franklin Templeton’s capabilities continue to develop.
• Collaborate with Marketing on client education and content.

What Will Help You Be Successful in This Role

Experience, Education & Certifications

• Bachelor’s degree in Finance, Business, Economics, or related field or equivalent experience.
• Some relevant experience in asset management, banking or institutional financial services, with a strong interest in developing a career in institutional distribution.
• Exposure to institutional client coverage, distribution, sales or business development preferred.
• Exposure to institutional liquidity solutions preferred.
• Interest in digital assets and emerging investment solutions.

Technical Skills

• Strong Excel, PowerPoint and CRM platform skills.
• Ability to analyse data and produce meaningful commercial insights.
• Comfortable using AI tools, with an interest in using automation and technology to improve productivity, client coverage and recurring processes.

Soft Skills

• Strong communication and relationship-building skills.
• Commercially minded, with the confidence and interest to develop direct client and prospect relationships.
• Excellent attention to detail.
• Collaborative and results-oriented mindset.
• Proactive, self-motivated approach with a strong sense of ownership.
• Ability to thrive in a fast-paced environment.

Work Schedule & Location

• Location: London, United Kingdom
• Office based with 4 days per week in person

#LI-EUR

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.

As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.

As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.