VP Senior Advisor Consultant-Franklintempletonindia
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VP – Senior Advisor Consultant page is loaded
VP – Senior Advisor Consultant
Apply locations Los Angeles, California, United States of America time type Full time posted on Posted 2 Days Ago job requisition id 849685
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
What is the Senior Advisor Consultant responsible for?
The role of the Senior Advisor Consultant is to create brand awareness, increases sales, and grows the business by leveraging client relationships within a territory. Positions investment capabilities to support the broker/dealer community within their territory by applying expert/seasoned knowledge of the financial services industry and Franklin Templeton’s (FT’s) products, solutions, and competitors.
What are the ongoing responsibilities of a Senior Advisor Consultant?
Advice and Solutions
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Increases FT assets under management (AUM) by attracting new assets and retaining existing assets.
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Anticipates and addresses the investment needs of clients.
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Advises clients on how FT’s investment capabilities can grow their business and meet their needs.
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Demonstrates how FT’s products complement the client’s business needs, including sophisticated clients with complex requirements, such as tailored portfolio construction services and custom solutions.
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Recognized as an industry expert by enhancing FT’s position in the market, driving innovative sales ideas, approaches, and techniques.
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Educates peers and represents FT at events and activities.
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Shapes sales approach to changing market conditions and evolving client needs by providing value-added advice and positioning
Planning and Territory Management
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Anticipates shifts in clients’ needs based on changing market conditions and evolves territory business plans accordingly.
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Uses industry and competitive data to achieve sales goals.
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Evolves and executes on optimum prospecting and contact strategies for new and existing clients; identifies targeted sales opportunities.
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Manages expenses against travel and entertainment annual territory budget.
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Maximizes FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets.
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Applies expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within territory.
Client Relationships
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Maximizes internal networks and external centers of influence to deepen and enhance relationships with clients via investment advice, communication, and expert/seasoned knowledge of FT products, services, and the market/industry.
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Tailors best practice ideas, education, and consultation on appropriate solutions to strengthen and expand client relationships.
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Advises and positions FT products and applies knowledge of competitor products in order to meet client’s needs.
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Draws upon FT’s portfolio managers’ perspectives and product details to recommend appropriate solutions to meet client’s needs and increase market share.
Leadership
- Leads and directs sales efforts with internal partners to achieve sales targets.
- Maintains and grows partnership and teamwork with internal resources through collaboration and mentoring.
What ideal qualifications would help someone to be successful?
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Typically has 8 to 12 years related sales experience.
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Series 7 and 63 required.
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CIMA, CFP, and/or CFA desired.
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An extensive knowledge of investment strategies & their macroeconomic underpinnings and understanding of how to address the special needs of the private wealth managers to influence client investment decisions and capitalize on an under-penetrated space whose unifying factor is a reliance on sophisticated in-house investments analysts.
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Experience working with platforms such as RPM, UMA, SMA, ETFs.
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 be USD $125,000.
What makes Franklin Templeton Investments unique?
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:
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Three weeks paid time off the first year
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Medical, dental and vision insurance
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401(k) Retirement Plan with 75% company match, up to the IRS limits
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Employee Stock Investment Program
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Tuition Assistance Program
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Purchase of company funds with no sales charge
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Onsite fitness center, recreation center, and cafeteria
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities . An emphasis on corporate citizenship is embedded in our culture and values , and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people , and see what it means to say, I AM Franklin Templeton .
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities .
About Us
We embrace individual differences and the wealth of perspectives brought by global diversity. And, though we are all different, we have one thing in common: we are dedicated to what we do. We’ve built a uniquely collaborative culture that allows us to ask fresh questions in a safe environment and harness our best thinking. So whether you are at the beginning of your professional journey, further along, or looking for a new direction, you will have all the support you need to grow your career with us.
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