Client Relations Manager - National Accounts

Franklin Templeton

St Petersburg, Florida, USA
Base: $100,000 - $115,000; bonus/equity: annual di...
Hybrid (on-site with remote work flexibility)
Client deliverables management
Platform placement initiatives
Client-ready material preparation
Franklin Templeton is seeking a Client Relations Manager for National Accounts, a client-facing role focused on supporting senior National Account Managers within their Private Markets distribution team. The position requires strong organizational skills and experience in asset or wealth management to manage client relationships and business development efforts

Job Summary

  • This role focuses on platform support, relationship coordination, client deliverables, and business development execution across wealth management channels.
  • You will support assigned National Account Managers with day-to-day coverage of home office and platform relationships.
  • Franklin Templeton offers employees a competitive and valuable range of total rewards designed to support their well-being and recognize their time, talents, and results.

Matching Summary

Match Score: 85

Franklin Templeton is seeking a Client Relations Manager for National Accounts, a client-facing role focused on supporting senior National Account Managers within their Private Markets distribution team. The position requires strong organizational skills and experience in asset or wealth management to manage client relationships and business development efforts.

Salary

Base: $100,000 - $115,000; Bonus/Equity: annual discretionary bonus; Benefits: competitive benefits package

Skills & Requirements

Must-have

  • Client deliverables management
  • Platform placement initiatives
  • Client-ready material preparation
  • Client meeting coordination
  • Internal partner collaboration
  • FINRA registrations (Series 7 and 63)

Nice-to-have

  • Exposure to alternative investments
  • Interest in industry designations
  • Demonstrated interest in business development

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter