VP, Market Leader

Franklin Templeton Investments; Northern (KY); Hybrid; USD 113,000 - 138,000; Full time

Benefits offered by this job

401(k) plan with company match

Health insurance

Discretionary bonus

Job summary

Franklin Templeton is seeking a VP, Market Leader to drive brand awareness, grow sales, and expand business by leveraging broker/dealer relationships within a defined territory. The role focuses on cross-channel advisors, applying deep financial services knowledge and Franklin Templeton’s products and strategies.

Ideal candidates reside in the greater Milwaukee area. Responsibilities include increasing AUM, educating clients, and shaping a sales approach for evolving market conditions, with

Qualifications

• 8–12 years of related sales experience.
• Knowledge of investment strategies and macroeconomics.
• Series 7 and 63 required; CFA/CIMA desired.

Responsibilities

• Grow FT assets by attracting and retaining assets and advising clients on FT products.
• Plan territory strategy and optimize prospecting for new and existing clients.
• Build and deepen client relationships through investment advice and market insights.
• Lead and coordinate sales efforts with internal teams to hit targets.

Skills

Series 7

Series 63

CFA

CIMA

Sales experience

Investment knowledge

Education

Bachelor's degree in finance or related field

Tools

RPM

UMA

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. At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. Come join us in delivering better outcomes for our clients around the world!

The role of the VP, Market Leader is to create brand awareness, increase sales, and grow the business by leveraging client relationships within a defined territory. The Market Leader will specifically support the broker/dealer community, focusing on the cross channel advisors in Milwaukee, Green Bay and the east coast of Wisconsin by applying expert and seasoned knowledge of the financial services industry, along with Franklin Templeton’s products, solutions, and competitors. Ideal candidates will be located in the greater Milwaukee area.

What are the ongoing responsibilities of a VP, Market Leader?

Advice and Solutions

Increases FT assets under management (AUM) by attracting new assets and retaining existing assets. Anticipates and addresses the investment needs of clients. Advises clients on how FT’s investment capabilities can grow their business and meet their needs. Demonstrates how FT’s products complement the client’s business needs, including sophisticated clients with complex requirements, such as tailored portfolio construction services and custom solutions. Recognized as an industry expert by enhancing FT’s position in the market, driving innovative sales ideas, approaches, and techniques. Educates peers and represents FT at events and activities. Shapes sales approach to changing market conditions and evolving client needs by providing value-added advice and positioning.

Planning and Territory Management

Anticipates shifts in clients’ needs based on changing market conditions and evolves territory business plans accordingly. Uses industry and competitive data to achieve sales goals. Evolves and executes on optimum prospecting and contact strategies for new and existing clients; identifies targeted sales opportunities. Manages expenses against travel and entertainment annual territory budget. Maximizes FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets. Applies expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within territory.

Client Relationships

Maximizes internal networks and external centers of influence to deepen and enhance relationships with clients via investment advice, communication, and expert knowledge of FT products, services, and the market/industry. Tailors best practice ideas, education, and consultation on appropriate solutions to strengthen and expand client relationships. Advises and positions FT products and applies knowledge of competitor products to meet client needs. Draws upon FT’s portfolio managers’ perspectives and product details to recommend appropriate solutions to meet client needs and increase market share.

Leadership

Leads and directs sales efforts with internal partners to achieve sales targets. Maintains and grows partnership and teamwork with internal resources through collaboration and mentoring.

What ideal qualifications would help someone to be successful?

Typically has 8 to 12 years related sales experience. Series 7 and 63 required. CIMA and/or CFA desired. An extensive knowledge of investment strategies and their macroeconomic underpinnings and understanding of how to address the special needs of private wealth managers. Experience working with investment vehicles and strategies such as SMAs, ETFs, and Alternatives. Experience working with platforms such as RPM and UMA.

Compensation & Benefits

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to be USD $125,000 plus discretionary bonus.

• - 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

#DIRECTOR #LI-Remote

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.

When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry!