SVP, Institutional Sales Manager - Taft Hartley

Franklin Templeton; New York (NY); On-site; USD 200,000 - 230,000; Full time

Benefits offered by this job

Discretionary bonus

401(k) match

Health insurance

Employee stock investment plan

Job summary

Franklin Templeton is seeking a SVP, US Institutional Sales Manager – Taft-Hartley to drive new business from Taft-Hartley retirement plans nationwide, covering both DB and DC plans. You will lead strategic planning, coordinate with distribution and investment teams, and build relationships with trustees, CIOs, and consultants.

The role requires strong sales execution, cross-functional collaboration, and a proven track record in institutional retirement markets.

Qualifications

• Minimum 10 years in institutional investor sales and/or consultant coverage, with Taft-Hartley exposure.
• Experience spanning both DB and DC plans is strongly preferred.
• Established relationships with Taft-Hartley plans, trustees, investment staff, consultants, and other market participants.

Responsibilities

• Execute a national institutional sales plan for Taft-Hartley across DB and DC plans.
• Drive new institutional assets under management and revenue for Franklin Templeton.
• Develop a strategy and relationships with labor and management trustees, plan executives, CIOs, and consultants.
• Manage the sales pipeline collaboratively with distribution colleagues and internal teams.
• Meet and strive to exceed sales targets for new asset acquisition and retention.

Skills

Institutional sales

Taft-Hartley experience

Multi-asset sales

Relationship management

Travel willingness

Business development

Communication skills

Education

Bachelor's degree

MBA preferred

CFA preferred

Tools

CRM systems (Dynamics)

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.

What is the SVP, US Institutional Sales Manager – Taft-Hartley role responsible for?

Reporting to the Head of US Institutional Sales, the SVP, US Institutional Sales Manager – Taft-Hartley ("Sales Manager") will be responsible for driving new business from Taft-Hartley retirement plans across the United States, spanning both defined benefit and defined contribution plans. The successful candidate will be responsible for direct sales to multi-employer plans, developing relationships with labor and management trustees, executive directors, CIOs, investment staff, consultants, and other key decision-makers and influencers.

The successful candidate will develop a strategic plan for the acquisition of new institutional assets and revenue for the firm within the Taft-Hartley market. They will enthusiastically execute the plan and coordinate sales efforts in collaboration with other distribution colleagues across multiple asset classes and solutions relevant to both DB and DC plans.

Of significant importance to the role are coordination, collaboration, and communication within the distribution team; with the investment teams; and with Franklin Templeton’s various investment groups. A well-articulated sales process that has resulted in a quantifiable track record of institutional sales success, ideally within the Taft-Hartley or broader institutional retirement market, is essential.

The Sales Manager will have the ability to successfully represent a broad range of asset classes, including traditional strategies, alternatives, and solutions relevant to both DB and DC plans.

She/He will play a vital role in continuing to enhance Franklin Templeton’s proactive presence and competitive position within the Taft-Hartley market through a driven, entrepreneurial, and innovative mindset executed in a highly collaborative manner. This role will be a critical addition to the distribution team and is expected to be a significant driver of Franklin Templeton’s continued growth in the US institutional market.

What are the ongoing responsibilities of the US Institutional Client Advisor – Taft-Hartley?

• Execute a comprehensive national institutional sales plan for the Taft-Hartley market across both DB and DC plans.
• Drive new institutional assets under management and revenue for Franklin Templeton.
• Develop a prioritized target market and relationship strategy for Taft-Hartley plans across the United States.
• Manage the sales pipeline in a collaborative and transparent manner.
• Develop relationships that drive ongoing business development opportunities with labor and management trustees, plan executives, CIOs, investment staff, consultants, recordkeepers, and other relevant decision-makers and intermediaries.
• Meet and aspire to exceed identified sales targets for new asset acquisition.
• Oversee ongoing client retention and growth within established relationships in close partnership with client relationship managers.
• Maintain an active and visible presence at relevant Taft-Hartley conferences, industry organizations, educational forums, and other market events.
• Actively contribute to the Microsoft Dynamics CRM system with timely meeting notes, relationship intelligence, and pipeline updates.
• Effectively build close, collaborative relationships with key internal stakeholders, including the sales team, consultant relations, client relationship managers, investment groups—including portfolio managers and analysts—the product team, the marketing team, and other relevant team members.
• Embrace Franklin Templeton’s high standards of care, integrity, and ethics.
• Continually seek opportunities to improve the quality of information and service offered to trustees, investment consultants, prospects, and clients.

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

• A minimum of 10 years of experience in institutional investor sales and/or consultant coverage, with significant experience in the Taft-Hartley or broader institutional retirement market. Experience spanning both DB and DC plans is strongly preferred.
• Established relationships with Taft-Hartley plans, trustees, investment staff, consultants, and other key market participants.
• Experience representing multiple asset classes, ideally including equity, fixed income, and alternatives.
• A strong understanding of Taft-Hartley plan governance, fiduciary and decision-making structures, consultant influence, and the distinct investment needs of DB and DC plans.
• An established track record of sales results and strategic and operational excellence in business development roles.
• Sound commercial acumen and the ability to build and develop relationships both internally and externally.
• Extensive travel required.
• Strong work ethic—driven, self-motivated, accountable for actions, and able to operate with a sense of urgency.
• Bachelor’s degree required. MBA and/or CFA 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. We expect the base salary for this position to range between $200,000 - $230,000, depending on level of relevant experience, plus discretionary bonus.

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.