VP, Market Leader

About the role

As the VP, Market Leader, you will create brand awareness, increase sales, and grow the business by leveraging client relationships within a defined territory. You will specifically support the broker/dealer community, focusing on cross-channel advisors in Milwaukee, Green Bay, and the east coast of Wisconsin. This role applies expert and seasoned knowledge of the financial services industry, along with Franklin Templeton’s products, solutions, and competitors. Ideal candidates will be located in the greater Milwaukee area.

Responsibilities

• Advice and Solutions
  • Increase Franklin Templeton (FT) assets under management (AUM) by attracting new assets and retaining existing assets.
  • Anticipate and address the investment needs of clients.
  • Advise clients on how FT’s investment capabilities can grow their business and meet their needs.
  • Demonstrate 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.
  • Enhance FT’s position in the market as an industry expert by driving innovative sales ideas, approaches, and techniques.
  • Educate peers and represent FT at events and activities.
  • Shape sales approaches to changing market conditions and evolving client needs by providing value-added advice and positioning.
• Planning and Territory Management
  • Anticipate shifts in clients’ needs based on changing market conditions and evolve territory business plans accordingly.
  • Use industry and competitive data to achieve sales goals.
  • Evolve and execute optimum prospecting and contact strategies for new and existing clients; identify targeted sales opportunities.
  • Manage expenses against the travel and entertainment annual territory budget.
  • Maximize FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets.
  • Apply expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within the territory.
• Client Relationships
  • Maximize internal networks and external centers of influence to deepen and enhance relationships with clients via investment advice, communication, and expert knowledge of FT products, services, and the market/industry.
  • Tailor best practice ideas, education, and consultation on appropriate solutions to strengthen and expand client relationships.
  • Advise and position FT products and apply knowledge of competitor products to meet client needs.
  • Draw upon FT’s portfolio managers’ perspectives and product details to recommend appropriate solutions to meet client needs and increase market share.
• Leadership
  • Lead and direct sales efforts with internal partners to achieve sales targets.
  • Maintain and grow partnership and teamwork with internal resources through collaboration and mentoring.

Requirements

• Typically has 8 to 12 years of related sales experience.
• Series 7 and 63 licenses required.
• CIMA and/or CFA designation desired.
• Extensive knowledge of investment strategies and their macroeconomic underpinnings, with an understanding of how to address the special needs of private wealth managers.
• Experience working with investment vehicles and strategies such as SMAs, ETFs, and Alternatives.
• Experience working with platforms such as RPM and UMA.

Pay

We expect the salary for this position to be USD $125,000 plus a discretionary bonus. Compensation decisions consider factors including location, job-related knowledge, skills, and experience.

Benefits

• Paid Time Off: Three weeks of PTO in your first year.
• Health Coverage: Competitive medical, dental, and vision insurance to support your well-being.
• Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits.
• Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities.
• Learning: Education Assistance Program (LEAP) to support your ongoing growth and career advancement.
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge.