Unfortunately, this job posting is expired.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Some similar recruitments
Senior Consultant Or Manager
Recruited by Kamet Consulting Group 7 months ago Address Philadelphia, PA, United States
Vp, Human Resources Gos And Energy Systems
Recruited by Westinghouse Electric Company 10 months ago Address , Cranberry Township, 16066, Pa
Senior Category Strategy Manager
Recruited by Pfizer 11 months ago Address Collegeville, PA, United States
Vp Human Resources, Health Markets & North America (Remote)
Recruited by Elsevier 11 months ago Address , Philadelphia, 19103, Pa
Senior Category Manager Jobs
Recruited by The Hired Guns 11 months ago Address Pennsylvania, United States

Vp - Senior Advisor Consultant

Company

Franklin Templeton

Address Rochester-Austin, Minnesota Area, United States
Employment type FULL_TIME
Salary
Category Financial Services,Investment Management
Expires 2023-06-20
Posted at 10 months ago
Job Description
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
Franklin Templeton began the decade under the leadership of Jenny Johnson, who became President and CEO in February of 2020 and led the acquisition of several companies to propel the firm into a new phase of growth, including Benefit Street Partners (BSP), a leading credit-focused alternative asset management firm investing across a range of illiquid and liquid credit strategies and the largest and most significant acquisition in the company's history, Legg Mason. Legg Mason and its specialist investment managers (SIMs) added differentiated capabilities to Franklin Templeton's existing investment strategies, bringing notable leadership and strength in core fixed income, active equities, multi-asset solutions, as well as key growth areas in alternatives and separately managed accounts (SMAs). A concentrated focus on alternatives led to the more recent announcement of Franklin Templeton's acquisition of Lexington Partners, a leader in secondary private equity and co-investments and the acquisition of Alcentra, a private credit and debt specialist bringing the firm’s total alternative assets under management (AUM) to $260 billion globally. Growing industry demand for customization and personalization led to the announcement of Franklin Templeton’s acquisition of O’Shaughnessy Asset Management, LLC, a leading quantitative asset management firm providing factor-based and Custom Indexing solutions that adds to our offerings in the high growth SMA industry, where we are already one of the largest providers attributing to over $100 billion in AUM within the US. Franklin has made significant advancements in ETFs since their introduction to the market in 2016, attributing to $11 billion in ETFs for the US and $15 billion globally in both active and passive solutions across the firm’s various SIMs. By the end of 2022, the total AUM for Franklin Templeton totaled $1.4 trillion.
The role of the Senior Advisor Consultant is to create brand awareness, increases sales, and grows the business by leveraging client relationships within a territory. Positions investment capabilities to support the broker/dealer community within their territory by applying expert/seasoned knowledge of the financial services industry and Franklin Templeton’s (FT’s) products, solutions, and competitors.
What are the ongoing responsibilities of a Senior Advisor Consultant?
Advice and Solutions
  • Anticipates and addresses the investment needs of clients.
  • Demonstrates how FT’s products complement the client’s business needs, including sophisticated clients with complex requirements, such as tailored portfolio construction services and custom solutions.
  • Shapes sales approach to changing market conditions and evolving client needs by providing value-added advice and positioning.
  • Educates peers and represents FT at events and activities.
  • Increases FT assets under management (AUM) by attracting new assets and retaining existing assets.
  • Recognized as an industry expert by enhancing FT’s position in the market, driving innovative sales ideas, approaches, and techniques.
  • Advises clients on how FT’s investment capabilities can grow their business and meet their needs.
Planning and Territory Management
  • Uses industry and competitive data to achieve sales goals.
  • Maximizes FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets.
  • Evolves and executes on optimum prospecting and contact strategies for new and existing clients; identifies targeted sales opportunities.
  • Applies expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within territory.
  • Anticipates shifts in clients’ needs based on changing market conditions and evolves territory business plans accordingly.
  • Manages expenses against travel and entertainment annual territory budget.
Client Relationships
  • Draws upon FT’s portfolio managers’ perspectives and product details to recommend appropriate solutions to meet client’s needs and increase market share.
  • Maximizes internal networks and external centers of influence to deepen and enhance relationships with clients via investment advice, communication, and expert/seasoned knowledge of FT products, services, and the market/industry.
  • Tailors best practice ideas, education, and consultation on appropriate solutions to strengthen and expand client relationships.
  • Advises and positions FT products and applies knowledge of competitor products to meet client’s needs.
Leadership
  • Leads and directs sales efforts with internal partners to achieve sales targets.
  • Maintains and grows partnership and teamwork with internal resources through collaboration and mentoring.
What ideal qualifications would help someone to be successful?
  • Experience working with investment vehicles and strategies such as SMAs, ETFs, and Alternatives.
  • Series 7 and 63 required.
  • CIMA and/or CFA desired.
  • Experience working with platforms such as RPM and UMA
  • Typically has 8 to 12 years related sales experience.
  • An extensive knowledge of investment strategies & their macroeconomic underpinnings and understanding of how to address the special needs of the private wealth managers to influence client investment decisions and capitalize on an under-penetrated space whose unifying factor is a reliance on sophisticated in-house investments analysts.
Along with base compensation, other compensation is offered which may include commissions, a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to be USD $125,000.
What makes Franklin Templeton Investments unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights Of Our Benefits Include
  • Employee Stock Investment Program
  • Ten paid holidays, plus additional BEN days (floating holidays)
  • Three weeks paid time off the first year
  • Purchase of company funds with no sales charge
  • Medical, dental and vision insurance
  • 401(k) Retirement Plan with 85% company match, up to the IRS limits
  • Tuition Assistance Program
  • Onsite fitness center, recreation center, and cafeteria available at some office locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “We Are Franklin Templeton”.
Company programs, including bonus programs, long-term incentive programs and benefits are subject to terms and conditions, which may include rules regarding eligibility, enrollment, waiting period, contribution, benefit limits, election changes, benefit exclusions, and others. The Company reserves the right to alter these programs in whole or in part at any time without advance notice.
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.