Client Relations Manager - National Accounts

Franklin Templeton

St Petersburg, FL, US
Base: $100,000 - $115,000; bonus/equity: discretio...
Hybrid
Client-facing support
Platform support
Relationship coordination
Franklin Templeton is seeking a Client Relations Manager for its National Accounts team, tasked with supporting senior National Account Managers and enhancing client relationships within the wealth management sector. The role requires experience in asset management or related fields, strong organizational skills, and is designed as a foundation for future career growth within the company

Job Summary

  • Support assigned National Account Managers with day-to-day coverage of home office and platform relationships.
  • Assist with platform placement initiatives by tracking product availability, due diligence status and shelf-space opportunities.
  • 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 its National Accounts team, tasked with supporting senior National Account Managers and enhancing client relationships within the wealth management sector. The role requires experience in asset management or related fields, strong organizational skills, and is designed as a foundation for future career growth within the company.

Salary

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

Skills & Requirements

Must-have

  • Client-facing support
  • Platform support
  • Relationship coordination
  • Client deliverables
  • Business development execution
  • FINRA registrations (Series 7 and 63)

Nice-to-have

  • Exposure to alternative investments
  • Interest in industry designations
  • Proactive client communications

Key Requirements

  • Bachelor's degree required
  • 2+ years of experience in financial services
  • FINRA registrations (Series 7 and 63)

Work Rights

Not specified

Tailored Resume

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