Client Relations Manager - National Accounts

Franklin Templeton

St Petersburg, FL, US
Base: $100,000 - $115,000; bonus/equity: discretio...
Hybrid
Client deliverables management
Platform placement initiatives
Client-ready material preparation
The Client Relations Manager role supports senior National Account Managers with platform support, relationship coordination, client deliverables, and business development execution across wealth management channels

Job Summary

  • The Client Relations Manager role supports senior National Account Managers with platform support, relationship coordination, client deliverables, and business development execution across wealth management channels.
  • This foundational development role offers exposure to private markets investment strategies and hands-on experience partnering with home office stakeholders and internal sales teams.
  • Franklin Templeton offers a competitive total rewards package including base compensation, annual discretionary bonus, 401(k) with match, comprehensive benefits, and paid time off.

Matching Summary

The Client Relations Manager role supports senior National Account Managers with platform support, relationship coordination, client deliverables, and business development execution across wealth management channels.

Salary

Base: $100,000 - $115,000; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client deliverables management
  • Platform placement initiatives
  • Client-ready material preparation
  • Alternative investment launches support
  • Client meeting coordination
  • Internal partner collaboration

Nice-to-have

  • Interest in industry designations
  • Demonstrated interest in business development
  • Comfort working in a regulated environment

Key Requirements

  • Bachelor's degree required
  • 2+ years of experience in financial services
  • FINRA Series 7 and 63 registrations
  • Strong organizational skills
  • Excellent written and verbal communication

Work Rights

Not specified

Tailored Resume

Cover Letter