Wholesale Business Development Associate
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
At Franklin Templeton were advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
About the Department
The UK Sales Support and Business Development team provides essential pre- and post-sales support to wholesale clients including Wealth Managers Model Portfolio Service providers Financial Advisers Platform Service Providers Global Financial Institutions Private Banks and Strategic Accounts. Working closely with Business Development Directors and the Head of Sales Support the team handles distributor client inquiries (directly or via Business Development Directors and Managers) coordinates sales and servicing materials and manages relationships with new or existing professional investors. Team members collaborate across departments and contribute to strategic
projects and high-impact initiatives.
How You Will Add Value
Core Responsibilities
You will support a specific Business Development Director(s) and their wholesaleclients primarily global financial institutions
private banks and strategicallyimportant UK accounts with
pre- and post-sales service primarily via a sharedmailbox but also in person via Teams and/or via telephone.You will source and help prepare materials for client meetings.
You will attend and/or host pre- and post- sale meetings helping to develop early-stage leads and/or servicing existing assets and/or product approvals.
You will develop and maintain a high-level understanding of
specific FranklinTempletons product and services that are sold by the UK sales office in order tocommunicate externally on our offering.You will manage sales and client data including activity notes and mailing lists inMicrosoft Dynamics ensuring that sales reporting is accurate for your clientresponsibilities.
You will collaborate with internal teams to ensure that Request for Proposal andDue Diligence Questionnaires are completed on time and to the highest ofstandards.
You will collaborate with internal teams to source high quality
competitor analysisas required.You will handle escalated KYC and Distributor Due Diligence requests from theInternational Intermediary Lifecycle Team when
intermediaries are being non-responsive.You will maintain accurate sales pipeline records
You will build and update account plans and growth strategies.
You will track client news and adjust engagement plans.
You will coordinate share class access and approvals with Product and TAOversight teams.
You will assist with onboarding and legal agreement updates
Strategic Responsibilities
You will help grow Franklin Templetons Assets in Management (AUM) and marketshare in the UK (and overseas where decision making is made in the UK on behalf ofother markets).
You will help retain existing AUM through client servicing.
You will support specific and team gross and net sales targets.
Team & Collaboration
You will partner with Business Development Directors and Sales Supportleadership.
You will collaborate with marketing product and portfolio teams.
You will contribute to departmental projects.
You will help organise internal and external events.
You will manage event follow-ups and administration.
What Will Help You Be Successful in This Role:
Experience Education & Certifications
University degree preferred (not essential).
Ideally 1-3 years experience working in client facing/sales support roles in AssetManagement.
Investment Management Certificate (IMC) required; support provided.
Technical Skills
Proficient in Outlook Excel PowerPoint and Word.
Soft Skills
Proactive.
Clear and confident communication.
Strong interpersonal skills.
Flexible and client-focused approach.
Independent decision-making and high-quality output.
Experience our welcoming culture and reach your professional and personal potential!
Building teams with diverse skills backgrounds and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people but also drives innovation and enables us to deliver better client outcomes. So no matter your interests lifestyle or background theres a place for you at Franklin Templeton. We will provide you with tools resources and learning opportunities to help you excel in your career and personal life.
We want our employees to be at their best. By joining us you will connect with 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 staying physically and mentally healthy saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have you covered.
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.
As part of our commitment to fostering a diverse and inclusive work environment we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally returners individuals who have taken a break from work are also encouraged to explore our job opportunities.
As a registered UK Disability Confident Committed Employer we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.
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 requests for arrangements will receive a response.
Required Experience:
IC
Key Skills
- Revenue Growth
- Customer Services
- Business Analysis
- Business Administration
- Account Management
- Business Management
- Database
- Business Operations
- Business Sales
- Salesforce
- Market Research
- Product Management
- Client Services
- Business Relationships
- Sales Process
About Company
Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and th ... View more
