VP, Market Leader

Franklin Templeton; Wisconsin; On-site; USD 113,000 - 138,000; Full time

Benefits offered by this job

Paid Time Off

Health Coverage

401(k) plan

Employee Stock Investment Plan

LEAP educational assistance

Employee Investment Benefits

Job summary

Franklin Templeton in Wisconsin seeks a VP, Market Leader to build brand awareness, grow sales, and expand client relationships with broker/dealer communities across Milwaukee, Green Bay and eastern Wisconsin. You will apply FT investment capabilities, guide strategies, and lead cross-functional teams to meet market share targets while managing territory expenses.

Ideal candidates have 8–12 years of sales experience, Series 7 and 63, and familiarity with SMAs, ETFs, and RPM/UMA platforms; base

Qualifications

• 8–12 years of related sales experience.
• Series 7 and 63 required.
• CIMA and/or CFA desired.
• Experience with investment vehicles and platforms such as SMAs, ETFs, and Alternatives.

Responsibilities

• Increases FT assets under management by attracting new assets and retaining existing assets.
• Anticipates and addresses the investment needs of clients; advises on FT capabilities.
• Educates peers and represents FT at events and activities; shapes sales approaches to market conditions.

Skills

Sales experience

Relationship management

Strategic planning

Industry knowledge

Education

Series 7

Series 63

CIMA

CFA

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.

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.

#DIRECTOR

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.