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: health insurance, 401k plan
Skills & Requirements
Must-have
Proactive business development
Representing investment platform
Client retention and cross-selling
Understanding of investment strategies
Macroeconomic trend analysis
Sales activities oversight
Nice-to-have
Leveraging full value chain
Thought leadership in investment space
Client business model understanding
Key Requirements
8-12+ years related experience
Proven success selling to RIAs, Bank Trusts or Private Banks