Ria Director

Western Asset Management Company

Denver, Colorado, US
Base: $125,000.00; bonus/equity: discretionary bon...
On-site
Proactive business development
Represent franklin templeton's investment platform
Retain current aum
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, and other perks

Skills & Requirements

Must-have

  • Proactive business development
  • Represent Franklin Templeton's investment platform
  • Retain current AUM
  • Cross-sell opportunities
  • Leverage full value chain
  • Understanding of investment strategies
  • Macroeconomic underpinnings

Nice-to-have

  • Thought leadership in investment space
  • Partner with internal specialists
  • Address clients' overall business needs

Key Requirements

  • 8-12+ years related experience
  • Proven success selling to RIAs, Bank Trusts or Private Banks
  • Series 7 and 63
  • Bachelor’s degree or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter