Account Manager Account Manager …

Franklin Resources Incorporated
in San Mateo, CA, United States
Permanent, Full time
Be the first to apply
Franklin Resources Incorporated
in San Mateo, CA, United States
Permanent, Full time
Be the first to apply
Account Manager
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Job Description - VP- Account Manager (829183) Job Description VP- Account Manager - 829183 At Franklin Templeton, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 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.

What are the goals of the team and how can you contribute to its success?

The Strategic Relationship Team (SRT) - Account Manager role will cultivate strong personal and professional relationships with key individuals at targeted firms, ensuring that there are strong and effective partnership-based relationships.

The role will use an extensive knowledge of investment strategies & their macroeconomic underpinnings and understanding of how to address the special needs of the gatekeepers to influence client investment decisions.

The role will have responsibilities for setting client engagement strategy. The position will also lead various internal coordination functions, working closely with key business partners/stakeholders across Franklin Templeton including members of our investment management groups. Will proactively share successes and key learnings more broadly across FT.

What are the ongoing responsibilities of the SRT – Account Manager role?

Strategically Drive Home Office Relationships

The primary function is strategic relationship management of selected financial intermediary clients. Explore and execute strategic opportunities for joint product development opportunities, marketing campaigns. Understand service, marketing and communications needs of these organizations. Work strategically to evaluate sales potential of the relationships. Identify opportunities to leverage and expand the relationships with regard to new and changing products and services. Coordinate operational capabilities of the organization to resolve problems that create cost savings and develop innovative ways of managing the value creation process.

  • Increased Sales/AUM
  • Business plans and sales/asset targets set and monitored for all relationships
  • Defend, support and expand investment solution platform placement and featuring
  • Ability to negotiate better pricing

Leadership, Divisional Reporting& Administration

Partner with relevant internal specialists (i.e., Product, Investment management, Client Service, RFP, etc.) throughout FT to strengthen investment recommendations to provide sales support and service. Educate FT organization to bring better understanding of our client-base. Serve as a resource for partnership on thought leadership in the investment space and applicable business space. Work closely with colleagues across Sales organization as well as portfolio investment management groups to build strategy to maximize our market penetration across our investment capabilities. As part of the sales organization, attend industry events and conferences and report back to internal business partners on trends and opportunities.

  • Work with U.S. Advisory Services, (“USAS”) Leadership to identify and communicate trends (product, market, asset allocation, searches etc)
  • Responsible for providing input into the strategic planning initiatives for USAS as well as the execution of these strategic initiatives
  • Proactively report on current thinking, strategy and trends within the relationships, issues and challenges, and stay current on key account management in the financial services industry
**This position can be filled to work in a remote location**
What ideal qualifications would help someone to be successful?
  • Bachelor's degree required.
  • Series 7 & 63 required (or ability to obtain within 60 days of hire with training provided for eligible candidates).
  • 10+ years' experience in the investment management industry
  • Experience in sales, business development and/or client relationships required
  • Strong understanding of investment products and market dynamics required.
  • Industry designations- CFA, CFP, CIMA, MBA or relevant master's degree an advantage
What makes Franklin Templeton 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 —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
  • Medical, dental and vision insurance
  • 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Purchase of company funds with no sales charge
  • Onsite fitness center and recreation center*
  • Onsite cafeteria*

*Only applicable at certain 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 . An emphasis on corporate citizenship is embedded in our , 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, , and see what it means to say, “I AM Franklin Templeton”. Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at to learn more about our company and our career opportunities. #LI-US #MID_SENIOR_LEVEL
Job Function : Sales and Relationship Management Primary Location : United States-California-San Mateo Other Locations : United States-Florida-Ft. Lauderdale, United States-New York-New York, United States-Florida-St. Petersburg, United States-New Jersey-Short Hills, United States-California-Rancho Cordova, United States-Connecticut-Stamford Schedule : Full-time Job Posting Date : Jul 11, 2019, 5:52:28 PM

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