VP, Retail Sales - Financial Services - WINNIPEG Based

Franklin Templeton; United States; Remote; USD 120,000 - 160,000; Full time

Job summary

Franklin Templeton seeks a VP, Retail Sales (Wholesaler) to lead sales efforts in the Manitoba/Saskatchewan areas. The successful candidate will have over 10 years of financial services experience, focusing on building strong relationships with investment advisors and achieving sales targets. This Winnipeg-based role includes comprehensive benefits, a competitive salary, and opportunities for professional growth within a diverse and inclusive company culture.

Benefits

Flexible medical, dental and vision insurance

Corporate Pension Plan

Employee Stock Investment Program

Competitive vacation package including three personal days

Education assistance

Qualifications

• 10+ years of experience in financial services sales or business development is essential.
• Solid understanding of financial markets and investment processes is critical.
• Canadian Securities Course or similar designations highly desired.

Responsibilities

• Develop and maintain relationships with 500 investment advisors.
• Identify opportunities to sell Franklin Templeton products.
• Coordinate team efforts to ensure advisor coverage and support.

Skills

Strong interpersonal skills

Written communication skills

Verbal communication skills

Understanding of technology

Education

Post-secondary education in business or related discipline

Tools

Microsoft Office (PowerPoint, Excel, Word, Outlook)

Video conferencing technology

CRM software

Job description

At Franklin Templeton, we’re advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

This position is Winnipeg-based and requires regular travel. The territory includes the provinces of Manitoba and Saskatchewan.

What is the Retail Sales Team responsible for?

The VP, Retail Sales (Wholesaler) works as part of a sales team to achieve a specific sales target with coverage of 500 advisory relationships in Winnipeg/Regina/Saskatoon areas. The incumbent is an experienced financial services sales or business development professional, with strong partnership and business relationship skills.

What are the ongoing responsibilities of a VP – External Wholesaler - Winnipeg Based?

The Sales Executive/External Wholesaler is a leader in their field and works as part of a sales team to achieve a specific sales target from a select channel of Investment Advisors within the Manitoba/Saskatchewan territory.

• Develop a thorough understanding of investment, business development and service needs of approximately 500 selected Investment Advisors by maintaining regular contact with them in one-on-one meetings and branch presentations, via telephone, mail, e-mail, and video calls

• Responsible for identifying opportunities to sell and promote Franklin Templeton Investment products at the broker/dealer firm level within a sales territory and communicate those opportunities to the Senior Vice President

• Coordinate other team members’, Hybrid Wholesaler and Sales Associate within the defined sales territory to ensure that the focus list of Investment Advisors in the territory is receiving appropriate coverage through execution of the Territory Plan, regular team meetings to review progress and review of the Advisor database

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

• Post-secondary education in a business or related discipline

• 10+ years of financial services industry experience in a sales or business development capacity essential

• Solid understanding of the financial markets, investment process, and securities industry

• Canadian Securities Course or other industry designations (CFP, CLU, FCSI, CIM, CFA) highly desired

• Strong interpersonal, written, and verbal communication skills

• Good understanding of technology from social media, spreadsheets, CRMs to the use of video conferencing technology

• Proficient in Microsoft Office products – PowerPoint, Excel, Word, Outlook

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to supporttheir well-being and recognize their time, talents, and results.Along with base compensation, employees are eligible for the sales incentiveplan which may also include commissions, sales bonuses, and/or discretionary bonuses. 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 forcertain educationexpenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.

#MID_SENIOR_LEVEL

#LI-Remote

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.

Highlights of our benefits include:

• Flexible medical, dental and vision insurance

• Corporate Pension Plan

• Employee Stock Investment Program

• Purchase company funds with no sales charge

• Competitive vacation package that includes three annual personal days

• Company paid short-term and long-term Disability Insurance

• Education assistance

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [e-mail] . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

.