At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.
Come join us in delivering better outcomes for our clients around the world!
What is the Platforms National Account Manager responsible for?
The role of ‘National Account Manager’ on the Platforms team leads our overall engagement and sales efforts with select Custodian and TAMP clients. The role has a primary sales mandate but also includes holistic relationship management components, including FT Senior Mgmt engagement, net revenue considerations and impact to other intermediaries that leverage these custodians and TAMPs.
Specific, Ongoing Responsibilities
- Grow Franklin Templeton’s business through improved product availability and research status on these TAMP and custodian platforms.
- Lead partnership with internal specialists to profile, pursue and win home office discretionary mandates.
- Engage with senior management at both Franklin Templeton and client firms to fully understand client priorities, strengthen our corporate relationships and facilitate unique partnership opportunities.
- Manage and execute Franklin Templeton’s strategy for presence and visibility alongside these clients at industry events and virtual engagements.
Primary Metrics For Judging Success
- Gross and Net Sales through discretionary and end-client channels
- Platform additions and research status upgrades
- Execution on Franklin Templeton US Distribution strategic priorities
- Overall Franklin Templeton/Client relationship management engagement
Ideal Qualifications, Skills And Experience
- Ample investment management industry experience (min 5 years) and knowledge, encompassing capital markets and general operations (share class implications, SMA configurations, etc.)
- Excellent active listening and decision-making skills, high energy and work ethic, teamwork and results-oriented process required.
- Strong familiarity with Franklin Templeton’s structure, product lineup and relevant priorities beyond investment products greatly preferred.
- Proven success selling to sophisticated buyers and aligning messaging based on real-time client feedback (both verbal and non-verbal).
- Experience and familiarity with custodians and TAMPs greatly preferred.
- FINRA licensing required, industry credentials (CFA, CAIA, CIMA, CFP, etc.) preferred.
Compensation Range: 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. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $130,000 - $170,000.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Hear more from our employees
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights Of Our Benefits Include
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Learning and Education Assistance Program (LEAP)
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
- Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
