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VP – Senior Advisor Consultant page is loaded VP – Senior Advisor Consultant Apply locations REMUSA-Washington Remote Loc REMUSA-Minnesota Remote Loc time type Full time posted on Posted 2 Days Ago job requisition id (phone number removed)
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
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.
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.
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
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:
Three weeks paid time off the first year
Ten paid holidays, plus additional BEN days (floating holidays)
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
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 (url removed) to learn more about our company and our career opportunities .
About Us We embrace individual differences and the wealth of perspectives brought by global diversity. And, though we are all different, we have one thing in common: we are dedicated to what we do. We’ve built a uniquely collaborative culture that allows us to ask fresh questions in a safe environment and harness our best thinking. So whether you are at the beginning of your professional journey, further along, or looking for a new direction, you will have all the support you need to grow your career with us. 0:00 / 2:14
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