Institutional Sales Director
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Job Summary
At Franklin Templeton we believe success is built through powerful partnerships. As a forward thinking asset manager we build dynamic relationships with clients understand their goals and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented global teams bring expertise that is both broad and unique.
From our welcoming inclusive and supportive culture to our globally diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients success.
The Institutional Sales team drives growth by managing relationships with institutional clients across the UK including pension schemes insurers consultants and family offices. The team works collaboratively across investment product and client service functions to deliver tailored investment solutions and long-term partnerships. You will join a high-performing relationship-driven environment that offers exposure to senior stakeholders complex mandates and opportunities to build a strong market reputation. We are ideally seeking experience across consultant and/or the insurance channels.
Core Responsibilities
Proactively promote investment strategies to institutional clients in the UK institutional mark
Build relationships with institutional networks and consultants.
Manage relationships with internal investment teams.
Analyse market trends and identify product opportunities.
Achieve and exceed defined sales targets.
Represent the firm at client meetings and industry events.
Identify cross-selling opportunities across client channels.
Strategic Responsibilities
Support the development and execution of sales strategy.
Contribute to annual planning and strategic priorities.
Manage budgets in line with agreed targets.
Team & Collaboration
Collaborate closely with client service and product teams.
Ensure regulatory and risk compliance standards are met.
Maintain strong client relationships and firm reputation.
Experience Education & Certifications
Bachelors or Masters degree or equivalent experience.
Experience in asset management with institutional client exposure ideally with strongknowledge of Consultants and/or Insurance channels
Strong network across institutional clients and consultants.
Technical Skills
Knowledge of institutional investment products and strategies.
Understanding of macroeconomic trends and market dynamics.
Familiarity with liquid and alternative investment solutions
Soft Skills
- Strong communication and presentation skills.
- Ability to engage senior stakeholders confidently.
- Knowledge of institutional investment products and strategies.
- Effective collaborator across internal and external teams.
- Strong organisational and analytical capabilities.
- Positive diplomatic and client-focused mindset.
This role will be based in our London office with 4 days a week in office.
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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.
Required Experience:
Director
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
