At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

The role of the VP, Market Leader is to create brand awareness, increase sales, and grow the business by leveraging client relationships within a defined territory. The Market Leader will specifically support the broker/dealer community, focusing on wirehouses in Sacramento, Central Valley, San Jose, Marin County, Napa Valley and Santa Barbara by applying expert and seasoned knowledge of the financial services industry, along with Franklin Templeton’s (FT’s) products, solutions, and competitors. Ideal candidates will be located in Sacramento, but will consider other locations including Central Valley, San Jose, Marin County, and Napa Valley.

What are the ongoing responsibilities of a VP, Market Leader?

Advice and Solutions

• Increases FT assets under management (AUM) by attracting new assets and retaining existing assets.

• Anticipates and addresses the investment needs of clients.

• Advises clients on how FT’s investment capabilities can grow their business and meet their needs.

• 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.

• Recognized as an industry expert by enhancing FT’s position in the market, driving innovative sales ideas, approaches, and techniques.

• Educates peers and represents FT at events and activities.

• Shapes sales approach to changing market conditions and evolving client needs by providing value-added advice and positioning.

Planning and Territory Management

• Anticipates shifts in clients’ needs based on changing market conditions and evolves territory business plans accordingly.

• Uses industry and competitive data to achieve sales goals.

• Evolves and executes on optimum prospecting and contact strategies for new and existing clients; identifies targeted sales opportunities.

• Manages expenses against travel and entertainment annual territory budget.

• Maximizes FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets.

• Applies expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within territory.

Client Relationships

• 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.

• Draws upon FT’s portfolio managers’ perspectives and product details to recommend appropriate solutions to meet client’s needs and increase market share.

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?

• Typically has 8 to 12 years related sales experience.

• Series 7 and 63 required.

• CIMA and/or CFA desired.

• 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.

• Experience working with investment vehicles and strategies such as SMAs, ETFs, and Alternatives.

• Experience working with platforms such as RPM and UMA

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. Along with base compensation, other compensation is offered such as 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 plus discretionary bonus.

Experience our welcoming culture and reach your professional and personal potential!