California Licensed Market Leader

Franklin Templeton Investments; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

A leading investment firm in the United States is seeking a VP, Market Leader to drive sales efforts and enhance client relationships. The ideal candidate will have 8 to 12 years of relevant experience and licenses such as Series 7 and 63. Responsibilities include increasing assets under management, understanding client needs, and collaborating with internal teams to meet targets.

Qualifications

• 8 to 12 years of related sales experience.
• Series 7 and 63 licenses required; CIMA and/or CFA preferred.
• Extensive knowledge of investment strategies and macroeconomic principles.

Responsibilities

• Increase assets under management by attracting and retaining clients.
• Anticipate client investment needs and provide tailored advice and solutions.
• Lead sales efforts and collaborate with internal partners to achieve targets.

Skills

Client relationship management

Sales strategy development

Investment knowledge

Financial advisory skills

Tools

RPM

UMA

Job description

A company is looking for a VP, Market Leader.

Key Responsibilities

• Increase assets under management by attracting and retaining clients
• Anticipate client investment needs and provide tailored advice and solutions
• Lead sales efforts and collaborate with internal partners to achieve targets

Required Qualifications

• 8 to 12 years of related sales experience
• Series 7 and 63 licenses required; CIMA and/or CFA preferred
• Extensive knowledge of investment strategies and macroeconomic principles
• Experience with investment vehicles such as SMAs, ETFs, and Alternatives
• Familiarity with platforms like RPM and UMA