Practice Management Consultant
Practice Management Consultant
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$ 110000 - 140000
1 Vacancy
Job Description
At Franklin Templeton were 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 thats 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!
At Franklin Templeton were 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 thats 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 Practice Management Consulting team responsible for
Our Practice Management Consulting team brings experienced financial services business knowledge and best practices adoption to our Advisors in critical areas including:
Leadership Development
Formulating a Strategic Plan
Establishing Roles & Responsibilities
Team & Client Communication
Business Development and Optimization
What is the Practice Management Consultant responsible for
This motivated individual will continue to assist and support top Financial Professionals to accelerate their business. We are seeking an experienced professional with a proven track record of practice management strategy coaching live and virtual facilitation.
What are the ongoing responsibilities of a Practice Management Consultant
Travel to partner firm offices for focused consulting and live facilitation events designed to help Financial Professionals develop their business while deepening our relationship with partner firms
Engage with Advisors and their teams regularly to build rapport and develop strong knowledge of their needs
Understand the value-add offering of internal departments and position appropriately when client facing
Work with Marketing to craft promotional messaging and support for internal programs as needed.
Attend firm-wide events on a national regional and local level.
Create innovative approaches to address and resolve operational issues or inquiries.
What ideal qualifications skills & experience would help someone to be successful
BA/BS 4-Year Degree or equivalent experience
FINRA Series 7
7 years experience working in the financial services industry in a relationship management/sales capacity
ACC RCC PCC MCC or other industry designations a plus
Excellent relationship building and interpersonal skills
Strong verbal and written communication skills
Strong organizational skills and ability to work independently in the designated region
Attention to detail and follow-up skills required
Proficiency with Microsoft Office Suite
Approximately 50%-75% travel
Bilingual proficiency in English and Spanish is a plus but not required
Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned to support the whole person and to recognize their time talents and results. 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 expect the salary for this position to range between $110000 - $140000.
#LI-Hybrid
#MIDSENIORLEVEL
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 theres 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.
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 lifes 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 a generous company match on your pre-tax and/or Roth contributions up to the IRS limits
Employee Stock Investment Program
Reimbursement for certain education expenses
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 . 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.
Required Experience:
Contract
Employment Type
Full-Time
