drjobs Alternative Investments Sales Director, Mountain West Territory

Alternative Investments Sales Director, Mountain West Territory

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1 Vacancy
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Job Location drjobs

Salt Lake, UT - USA

Monthly Salary drjobs

$ 200000 - 210000

Vacancy

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!

What is the Alternatives group responsible for

Franklin Templeton began the decade under the leadership of Jenny Johnson who became President and CEO in February of 2020 and led the acquisition of several companies to propel the firm into a new phase of growth including the largest and most significant acquisition in the companys history Legg Mason. Legg Mason and its specialist investment managers added differentiated capabilities to Franklin Templetons existing investment strategies bringing notable leadership and strength in core fixed income active equities multi-asset solutions and alternatives a key growth area. A concentrated focus on alternatives led to the more recent announcement of Franklin Templetons acquisition of Lexington Partners in 2022 a leader in secondary private equity and co-investments. With the closure of the Lexington and Alcentra transactions the firm includes top-tier specialist investment managers across all key alternative categories: private and alternative debt unconstrained and hedge strategies real estate secondary private equity & co-investments and venture/growth equity. As of March 312025 total alternative assets under management total $252 billion.

Franklin Templetons diverse collection of alternative specialist investment managers (SIMs) includes:

  • Lexington Partners is a leading global alternative investment manager of secondary private equity and co-investment funds.

  • Benefit Street Partners/Alcentra (BSP) is a leading global credit-focused alternative asset management firm investing across a range of illiquid and liquid credit strategies.

  • Clarion Partners is a pure-play real estate investment manager offering strategies across the risk-return spectrum.

  • Franklin Venture Partners (FVP) is a venture capital/growth equity focused business specializing in enterprise and industrial technology investing. FVP delivers their capabilities into the global wealth market through drawdown funds and custom accounts.

What is the Director Alternative Investments responsible for

Franklin Templeton Alternative Investments is seeking an exceptional candidate to join the FT Alternative Investments Sales team covering the Mountain Territory. A highly motivated self-starter with a strong desire to be on the ground floor of creating opportunity for a new product line-up is required. This individual will work closely with other Franklin Templeton sales teams and will be primarily responsible for increasing assets under management for retail funds at Clarion Partners Benefits Street Partners. Lexington Partners and K2 Advisors. The Director Alternative Investments will be focused on prospecting for Broker Dealers utilizing alternative investments in the Broker Dealer channel. Strong partnering skills with internal colleagues and resources will be integral to building a successful sales territory.


The Director Alternative Investments must be willing to learn and grow have a strong work ethic a sense of urgency be prepared and execute on a territory specific business plan to launch sales quickly with the highest level of integrity and professionalism. The cornerstone of this sales process is asking questions and listening providing relevant information and insight and always putting the interest of the adviser and client first.

What are the ongoing responsibilities of a Director Alternative Investments

  • Prospecting Broker Dealer clients within the selling group who have a desire to implement the use of alternative investments specifically those with limited liquidity and low correlation to the traded markets

  • Develop and build long-term productive relationships with Broker Dealer clients

  • Utilize sales process: identify needs provide meaningful solutions and deliver superior service

  • Understand and articulate capital markets complex product structures and real estate strategies

  • Develop a deep understanding of competitor products and position the FT products

  • Integrate current themes and campaigns into a consultative sales processto drive fund flows

  • Deliver compelling presentations in both large and small group settings to the financial advisor community as well as potential investors

  • Maintain and update CRM system with all activity in the field

  • Own sales performance and sales goals

  • Manage a large territory effectively schedule meetings and plan travel

What ideal qualifications skills & experience would help someone to be successful

  • Bachelors degree preferably in Finance or Business

  • MBA preferred

  • Minimum 5 years of experience in an external sales capacity

  • CAIA CFA or CIMA preferred

  • Proven success and relationships with Broker Dealer channels of distribution; relationships with BDs utilizing alternative investments are preferred

  • Strong knowledge of portfolio construction including the use of low correlation asset classes and strategies as well as the benefits of limited liquidity

  • Knowledge and experience with NTRs Interval Funds and/or private placements

  • Knowledge of historical and current developments in the non-traded industry and the evolution of products to provide appropriate Broker Dealer positioning of Franklin Templetons current fund offerings

  • Current FINRA Registrations preferred: Series 7 63

  • Team player mentality

  • Enhanced problem-solving and analytical abilities

  • Excellent oral written and interpersonal communications skills the ability to simply communicate complex investments and structures

  • Energetic self-motivated positive attitude goal-oriented

  • Ability to meet deadlines strong organizational skills ability to work independently and collaboratively

In addition the ideal candidate will be or have:

  • Committed to self-improvement / willingness to learn and grow

  • Energy enthusiasm optimism

  • Strong work ethic and high sense of urgency

  • High degree of integrity

  • Ability and willingness to prepare relentlessly and execute passionately

  • Strong relationship building skills client focused

  • Well organized and detail-oriented

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. We expect the salary for this position to range between USD $200000 $210000.

#DIRECTOR

#LI-Hybrid

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.

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 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:

*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:

Director

Employment Type

Full-Time

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