VP Consultant Relations (West Coast)

Franklin Templeton Investments
San Mateo, USA
Aug 06, 2017
Aug 14, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees.  We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.  
For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people. We're currently looking for qualified candidates to join our team.

We are looking to fill two roles. One located on the East Coast  and the other located on the West Coast. The East Coast role can be located in Stamford, New York, Chicago or Boston and the West Coast role will be located in San Mateo.
The VP Consultant Relations will be responsible for building and managing consultant relations efforts for key consultant relationships (across home office, research and field offices) in  the designated  region of the US. The successful candidate will build strong relationships with consulting firms as well as internal business partners, including portfolio management, product management and distribution.  In addition to the core focus on attaining and maintaining strategy ratings across Franklin Templeton's broad capabilities, , the successful candidate will also be challenged to provide timely industry related insights on key trends developing in the marketplace, including search and product development trends.. 
The VP role will be an integral member of the Consultant Relations team and the Financial Institutions Group with expectation to embrace and succeed in a collaborative/team working environment.
Responsibilities include:
  • Responsible for building strategic relationships with global, national and regional consultants by enhancing FT Institutional' s brand, market and product positioning within the institutional consulting community.  

  • Develop and execute strategic business plans to identify asset growth opportunities (i.e. search activity); maintain strong ratings for existing client exposure; increase exposure/approval ratings for institutional investment focus strategies across distinct FTI investment platforms. 

  • Establish and maintain active relationships with multiple investment strategy research analysts and field consultants.  Key consultant relationships important to the East Coast based position may include: AON HEK, Cambridge Associates, NEPC, Rocaton, Segal Marco,  Willis Towers Watson, Rocaton and others.  Key relationships pertinent to the West Coast role may include: Callan, Pension Consulting Alliance, Russell Investments, RVK, Verus and Wilshire Associates. 

  • Facilitate investment communications, reviews and due diligence initiatives for assigned consultants with an in-depth understanding of multiple institutional investment strategies

  • Facilitate the communication of consultant-led opportunities across internal Franklin Templeton partners

  • Serve as central contact and coordinator for all assigned consultant-led requests-for-proposals and other related sales opportunities.

  • Execute on established goals of product ratings, sales activity and client retention within defined consultant coverage.

  • Monitor and deliver planned actions with consultants, including database & questionnaire responses ensuring completeness, accuracy & timeliness of delivery.

  • Communicate opportunities to enhance existing strategies and develop new products through ongoing dialogue and relationship building with consultants. 

  • Engage, communicate & report in a timely manner with internal stakeholders within FT (Distribution - USIS Sales/RM, USAS, IAG, Mid-Office Client Service, Portfolio, Product Marketing, Product Management, RFP, Database Services, etc.).

  • Communicate consultant ratings to our key business partners; participate in pre and post-finals calls with consultants and the USAS Institutional team; communicate important developments during consultant meetings

  • Identify and communicate industry trends (asset allocation and search) and consultant activity to business partners across FT

  • Complete meeting agendas, pre-meeting notes and call reports in a timely manner and ensure adequate metrics reporting is submitted and tracked timely.

  • Complete requested special/ad-hoc reports/assignments in a timely manner.

Ideal candidates will have:

  • Bachelor's degree required.

  • 10+ years' experience in Investment Management/Financial Services (or Investment Consulting) desired. 

  • Strong understanding of investment strategies/products across asset classes (eg. equity, fixed, alternatives & solutions) and market dynamics is desired

  • Experience working with Institutional Consultants in the  designated region is a plus

  • Series 7, 63 & 3 licenses (or ability to obtain)

  • CFA /ability to work towards CFA certification desired

  • Excellent sales/relationship/representation skills with in-depth product/investment knowledge across multiple asset class.

  • Strong understanding of investments and investment process

  • An understanding and exposure to institutional investment consultants/gatekeepers.

  • Stature and experience needed to cover key consultant relationships.

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
  • Three weeks paid time off the first year

  • Medical, dental and vision insurance

  • 401(k) Retirement Plan with 75% company match, up to the IRS limits

  • Employee Stock Investment Program

  • Tuition Assistance Program

  • Purchase of company funds with no sales charge

  • Onsite fitness center and recreation center*

  • Onsite cafeteria*
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at www.franklintempletoncareers.com to learn more about our company and our career opportunities.  
*Only applicable at certain locations

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