This role includes proactive business development, representing the full suite of Franklin Templeton’s investment platform, via collaboration with our Specialized Investment Managers
Job Summary
This role includes proactive business development, representing the full suite of Franklin Templeton’s investment platform, via collaboration with our Specialized Investment Managers.
The Registered Investment Advisor (RIA)/Bank Trust (BT) team sits within the Private Wealth Division, one of the fasting growing business lines at Franklin Templeton.
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.
Matching Summary
This role includes proactive business development, representing the full suite of Franklin Templeton’s investment platform, via collaboration with our Specialized Investment Managers.
Salary
Base: $125,000.00; Bonus/Equity: discretionary bonus; Benefits: Medical, dental, vision insurance, 401(k) Retirement Plan with 85% company match, Employee Stock Investment Program, Tuition Assistance Program, Paid time off
Skills & Requirements
Must-have
Proactive business development
Representing investment platform
Client retention and cross-selling
Understanding private wealth channel
Financial industry knowledge
Nice-to-have
Leveraging full value chain
Thought leadership in investments
Collaborating with internal specialists
Understanding client business models
Welcoming and inclusive culture
Key Requirements
8-12+ years related experience
Proven success selling to RIAs, Bank Trusts or Private Banks