SVP, Business Development Liquidity

Franklin Templeton; San Mateo (CA); On-site; USD 200,000 - 235,000; Full time

Benefits offered by this job

Annual discretionary bonus

401(k) plan with generous match

Health, dental and vision insurance

Employee Stock Investment Plan (ESIP)

Education assistance program (LEAP)

Paid time off

Job summary

Franklin Templeton, a leading global asset manager, is seeking a Senior Director of Institutional Liquidity to lead sales strategy for the U.S. western region. You will build relationships with corporate treasurers, banks, and funds, and close complex liquidity solutions across traditional and digital assets.

The role requires deep liquidity knowledge, executive presence, and a track record of delivering results in a fast-paced environment. Competitive compensation and benefits offered.

Qualifications

• 10+ years of institutional sales experience with corporate finance stakeholders.
• Deep expertise in institutional liquidity management within asset management, banking, or financial services.
• Proven track record of originating, positioning, and closing complex financial solutions for sophisticated institutional clients.
• Established senior-level relationships across global treasury, liquidity, and institutional cash markets.
• Executive presence with exceptional communication, presentation, and public-speaking skills.
• Proactive, energetic, and highly client-focused.
• Professional qualification such as CFA or MBA preferred.
• Bachelor’s degree; advanced degree preferred.

Responsibilities

• Represent Franklin Templeton's liquidity and short-term investment capabilities to institutional investors.
• Elevate the firm's presence in the western U.S. region across top industry forums, associations, and conferences.
• Deliver the firm's full range of short-term investment solutions to institutional and retail clients in the region.
• Collaborate with the Digital Assets Distribution team to identify and develop opportunities for tokenized money market funds.
• Partner across Franklin Templeton distribution channels to identify cross-selling opportunities.
• Build strong relationships with institutional liquidity investors including corporate treasurers, insurers, and governments.
• Support intermediary relationships with banks, MMF portals, and other distribution platforms.
• Cultivate relationships with industry associations and service partners.

Skills

Institutional sales

Relationship management

Communication skills

Public speaking

Strategic thinking

Education

Bachelor's degree

MBA preferred

CFA preferred

Tools

CRM software

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

The Franklin Templeton Institutional Liquidity division drives the firm's leadership in institutional liquidity and short-term investing capabilities and sits within the Global Insurance and Institutional Solutions Group. The team engages with institutional clients globally to deliver Franklin Templeton's extensive short-term capabilities including U.S. and UCITS institutional liquidity funds, short duration bond funds, ETFs and institutional separate account strategies. Franklin Templeton and its family of investment managers, including Western Asset Management, have a long history of delivering market-leading liquidity and short-term investment solutions to institutional and retail investors around the world. In addition to Franklin Templeton's extensive range of traditional liquidity and short-term investment capabilities, the Firm's market-leading Digital Assets business is a market-leader in tokenized money market funds, stablecoins and other innovative on-chain products and strategies. The SVP of Business Development, Liquidity will lead sales strategy and execution for the Institutional Liquidity division in the U.S. western region. This is an opportunity for a dynamic candidate with a proven record of delivering results in the institutional liquidity market. The candidate will have a strong understanding of the U.S. institutional industry, including experience of working with corporate treasurers and other liquidity investors, and familiarity with key distribution platforms operating in the market including banks, MMF portals, and other intermediaries. The role requires the ability to deliver a comprehensive suite of liquidity, ultra-short and short-duration investment strategies through demonstrating institutional sales leadership. The successful candidate will primarily focus on growth Franklin Templeton's traditional short-term investment products but will also require an understanding of the evolving digital market and an enthusiasm for delivering both traditional and digital liquidity solutions to the firm's clients.

How You Will Add Value

What are the ongoing responsibilities?

• Represent Franklin Templeton's liquidity and short-term investment capabilities to a broad range of institutional investors including corporate treasurers, alternatives, pension funds and state and local governments.
• Elevate the firm's presence in the western U.S. region across top industry forums, associations, and conferences.
• Deliver the firm's full range of short-term investment solutions to Franklin Templeton's institutional and retail clients in the region.
• Collaborate with the Digital Assets Distribution team to identify and develop opportunities for Franklin Templeton's market-leading suite of tokenized Money Market Funds.
• Partner across Franklin Templeton distribution channels e.g. institutional and wealth, to identify and support cross-selling opportunities.
• Build strong relationships with institutional liquidity investors including corporate treasurers, insurance companies, state and local governments, hedge funds and other institutional investors.
• Support and develop the Liquidity business's intermediary relationships in the western region, including banks, MMF portals and other distribution platforms.
• Cultivate relationships with industry associations including Regional AFP chapters, consultants, and service partners.

Strategic Responsibilities

• Develop and execute the sales strategy for institutional liquidity solutions.
• Support growth in liquidity and short duration offerings.
• Manage the full sales cycle from prospecting to closing.
• Build and manage a high-quality revenue pipeline.
• Partner with product and investment teams on client-aligned solutions.
• Support accurate and timely data for the Firm's CRM, business reporting and expense management processes.
• Support cross-sales of the firm's short-term capabilities across Franklin distribution channels, including Digital Assets.

Team & Collaboration

• Proactively engage with sales colleagues in the US and international regions.
• Collaborate with Marketing to create targeted content and education.
• Partner with Client Servicing to ensure a seamless client experience.

What ideal qualifications would help someone to be successful?

• A minimum of 10 years of strong institutional sales experience with corporate finance stakeholders.
• Deep expertise in institutional liquidity management, with experience gained in an asset management, banking, or related financial services environment.
• Demonstrated track record of originating, positioning, and closing complex financial solutions for sophisticated institutional clients.
• Established senior-level relationships and market credibility across global treasury, liquidity, and institutional cash management markets.
• Executive presence with exceptional communication, presentation, and public-speaking skills, including the ability to engage senior stakeholders with confidence and credibility.
• Proactive, energetic, and highly client-focused.
• Ability to operate with autonomy, sound judgment, and urgency in a fast-paced, entrepreneurial environment.
• Professional qualification, such as CFA or MBA preferred.
• Bachelor’s degree; advanced degree preferred.

Franklin Templeton offers employees a competitive and valuable range of total rewards- monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.

Base salary range: $200,000 - $235,000, depending on level of relevant experience, plus discretionary bonus.

#DIRECTOR

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That's why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

Highlights Of Our Benefits Include

• Paid Time Off: Three weeks of PTO in your first year
• Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
• Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
• Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
• Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge

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.