VP, Market Leader

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Introduction

Franklin Templeton, a prominent player in the financial services sector, is seeking a VP, Market Leader to drive brand awareness, bolster sales, and expand the business. This role involves leveraging client relationships within a defined territory, particularly focusing on broker/dealer communities in various regions, including Sacramento, Central Valley, San Jose, Marin County, and Napa Valley.

Company Overview

Franklin Templeton is renowned for advancing the financial industry through innovation. The firm operates across asset management, wealth management, and fintech, providing clients multiple avenues to help achieve their investment goals. They pride themselves on a diverse and inclusive culture that prioritizes employee potential and client success.

Job Responsibilities

As the VP, Market Leader, the following key responsibilities are outlined:

Advice and Solutions

• Increase assets under management (AUM) by successfully attracting new clients and retaining existing ones.
• Proactively address clients' investment needs and offer tailored advice on Franklin Templeton's capabilities.
• Enhance Franklin Templeton's market position by proposing innovative sales strategies and approaches.
• Educate peers while representing Franklin Templeton at various industry events and activities.

Planning and Territory Management

• Anticipate and respond to shifts in client needs influenced by market dynamics.
• Develop comprehensive plans for targeting new prospects and enhancing relationships with existing clients.
• Ensure efficient management of travel and entertainment expenses within the established budget and resources.

Client Relationships

• Foster both internal networks and external partnerships to deepen client relationships through expert investment advice.
• Customize best practice recommendations to meet the unique needs of clients, particularly in complex portfolios.
• Collaborate with portfolio managers to propose solutions that will increase market share further.

Leadership

• Lead sales efforts alongside internal partners to consistently achieve and exceed sales targets.
• Cultivate teamwork and cooperation across internal resources, providing mentorship to newly appointed staff.

Skills Required

The ideal candidate will possess the following qualifications and skills:

• 8 to 12 years of relevant sales experience, reflecting a robust understanding of the financial services industry.
• Series 7 and 63 licenses are mandatory, while certifications such as CIMA and CFA are preferred.
• Comprehensive expertise in investment strategies and knowledge of platforms such as RPM and UMA.
• Experience with investment vehicles including SMAs, ETFs, and alternative investments.

Compensation and Benefits

Franklin Templeton offers a competitive compensation package for this full-time role. The expected salary is approximately $125,000, supplemented by a discretionary bonus and several additional benefits.

Benefits Overview

• Three weeks paid time off during the first year.
• Comprehensive medical, dental, and vision insurance.
• A 401(k) retirement plan with an 85% company match on employee contributions.
• An Employee Stock Investment Program and Tuition Assistance Program.
• Access to onsite fitness and recreation facilities, depending on location.

The company emphasizes wellness, providing resources and benefits tailored to support employees' physical and mental health, financial well-being, and work-life balance.

Company Culture

Franklin Templeton's culture is characterized by inclusivity and diversity, valuing a variety of perspectives and experiences. The firm offers numerous learning opportunities and resources to help employees achieve both professional and personal growth. They ensure all operations are aligned with the goal of supporting employee well-being and continuous improvement in the workplace.

Conclusion

In conclusion, the position of VP, Market Leader at Franklin Templeton represents a high-impact opportunity for experienced professionals in the financial services field to leverage their expertise and develop a growing client base. With competitive compensation, a strong benefits package, and a culture that promotes inclusivity and teamwork, candidates looking for a rewarding career should consider applying for this role.

This job offer was originally published on himalayas.app