VP – Market Leader

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Foster brand recognition, boost sales, and develop the business by utilizing client relationships within a specified territory.

• Provide support to the broker/dealer community, concentrating on cross-channel advisors in Milwaukee, Green Bay, and the eastern region of Wisconsin.

• Grow Franklin Templeton's assets under management by attracting new investments and retaining current assets.

• Anticipate and respond to clients’ investment requirements.

• Guide clients on how Franklin Templeton’s investment offerings can enhance their business and fulfill their needs.

• Illustrate how products align with clients’ business objectives, including customized portfolio construction services and bespoke solutions.

• Strengthen Franklin Templeton’s market presence as a leading industry expert.

• Educate colleagues and represent Franklin Templeton at various events and gatherings.

• Adapt sales strategies to meet changing market dynamics and evolving client requirements.

• Create and implement territory business plans, prospecting methods, and contact strategies.

• Leverage industry and competitive insights to meet sales targets.

• Oversee expenses in relation to the annual territory travel and entertainment budget.

• Utilize internal networks and external influencers to enhance client relationships.

• Customize best-practice suggestions, education, and consulting to reinforce and expand client interactions.

• Provide advice on and position Franklin Templeton products utilizing knowledge of competitor offerings.

• Utilize insights from portfolio managers and product specifics to recommend suitable solutions.

• Lead and coordinate sales initiatives with internal partners to attain sales objectives.

• Cultivate and enhance partnerships and teamwork through collaboration and mentorship.

⛳️ Requirements

• Typically possesses 8 to 12 years of relevant sales experience.

• Series 7 and 63 certifications are required.

• CIMA and/or CFA certifications are preferred.

• In-depth understanding of investment strategies and their macroeconomic foundations.

• Knowledge of how to cater to the unique needs of private wealth managers.

• Experience with investment vehicles and strategies such as SMAs, ETFs, and Alternatives.

• Familiarity with platforms like RPM and UMA.

• Ideal candidates will reside in the greater Milwaukee area.

🏝️ Benefits

• Discretionary bonus.

• 401(k) plan featuring an 85% company match on pre-tax and/or Roth contributions, up to IRS limits.

• Health insurance coverage.

• Paid Time Off: Three weeks of PTO during your first year.

• Competitive medical, dental, and vision insurance options.

• Employee Stock Investment Plan (ESIP) with opportunities for discounted share purchases.

• Learning Education Assistance Program (LEAP).

• Opportunity to buy company funds without incurring sales charges.