Strategic RIA Client Marketing Director

Franklin Templeton; Boston (MA); Hybrid; USD 165,000 - 190,000; Full time

Benefits offered by this job

PTO

Health insurance

401(k) match

ESIP

LEAP program

Tuition assistance

Job summary

Franklin Templeton is seeking a strategic, senior marketer to lead RIA, Private Bank and wealth platform engagement in the US. You will partner with Marketing, Sales and Strategic Accounts to develop client-centric campaigns that translate insights into differentiated marketing strategies and measurable business impact.

The role requires strong client-facing experience, exceptional collaboration across functions, and a track record of driving growth in complex, relationship-driven environments.

Qualifications

• Bachelor’s degree or equivalent experience.
• 10+ years’ experience in financial services, spanning marketing, distribution, strategic accounts or related function.
• Strong knowledge of US wealth market and RIAs/Private Banks/wealth platforms.

Responsibilities

• Develop marketing strategies for priority RIA, Private Bank and wealth platform relationships.
• Lead cross-functional teams through influence to coordinate engagement across content, digital, events and other channels.
• Contribute to budget decisions and prioritize high-value client opportunities.
• Represent Franklin Templeton in strategic planning and joint working sessions with partner firms.
• Translate client needs into messages, content and enablement with Sales and Strategic Accounts.

Skills

Client-facing

Relationship marketing

Executive presence

Cross-functional

Strategic thinking

Leadership by influence

Communication

Stakeholder management

Business acumen

Market insight

Education

Bachelor's degree

Tools

Series 7/63

Series 24

Job description

Franklin Templeton is seeking a strategic, senior marketer to lead RIA, Private Bank and wealth platform engagement in the US. You will partner with Marketing, Sales and Strategic Accounts to develop client-centric campaigns that translate insights into differentiated marketing strategies and measurable business impact.

The role requires strong client-facing experience, exceptional collaboration across functions, and a track record of driving growth in complex, relationship-driven environments.