Financial Institutions Director

Franklin Templeton•New York, NY

2d•$180,000 - $212,000•Hybrid

About The Position

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 Financial Institutions Director leads strategic coverage of strategic partners across the Americas, acting as a senior representative of the firm to large, sophisticated investors (e.g., banks, wire houses, independents).

Requirements

Bachelor's Degree in Finance, Economics, Business Administration, or a related field; advanced degree and/or CFA, CAIA, MBA preferred.
Significant experience in institutional sales, relationship management, consultant relations, or business development within asset management, banking, or financial services.
Demonstrated success managing and growing relationships with large financial institutions, including banks, wirehouses, independent broker-dealers, and other strategic distribution partners.
Strong understanding of investment products and solutions across fixed income, liquidity, multi-asset, equity, and alternative investments.
Knowledge of institutional investment processes, due diligence requirements, and fund research platforms.
Proven track record of generating new business, expanding wallet share, and achieving asset and revenue growth objectives.
Ability to identify client needs and position complex investment solutions effectively.
Strong negotiation, influencing, and strategic account planning skills.
Exceptional relationship-building skills with the ability to engage and influence senior executives, investment committees, and key decision-makers.
Excellent presentation, communication, and storytelling capabilities, including the ability to simplify complex investment concepts for diverse audiences.
Strong client-centric mindset with a commitment to delivering an outstanding client experience.
Ability to operate effectively in a highly matrixed, global organization and collaborate across investment, product, marketing, legal, compliance, and operations teams.
Demonstrated leadership, sound judgment, and the ability to navigate complex client situations.
Strong project management and organizational skills, with the ability to manage multiple priorities and stakeholders simultaneously.
Strategic thinker with strong commercial instincts and a growth-oriented mindset.
Self-motivated, proactive, and results-driven, with the ability to work independently and take ownership of outcomes.
High degree of professionalism, integrity, and attention to detail.
Willingness and ability to travel as required to support client relationships and business development activities.

Responsibilities

Serve as the primary relationship owner for key financial institutions in the region.
Build and maintain trusted relationships with senior stakeholders (e.g., CIOs, fund research teams).
Originate and grow new mandates, increasing assets under management and revenue from strategic partners.
Drive wallet share by positioning the firm’s capabilities across fixed income, liquidity solutions, multi-asset and alternatives.
Develop and execute regional engagement strategies aligned to the Americas market.
Contribute to the firm’s strategic footprint and growth priorities in the region.
Oversee end-to-end client experience, including fund approvals, onboarding, reporting, and ongoing servicing.
Ensure delivery of high-quality, tailored investment reporting and reviews.
Partner closely with investment teams, product specialists, legal/compliance, and operations to deliver solutions and manage client needs.
Act as a bridge between clients and internal stakeholders, influencing product development based on client requirements.
Represent the firm externally through market engagement, client presentations, and thought leadership initiatives.
Provide insights into macroeconomic trends, institutional investment strategies, and regional dynamics.

Benefits

Competitive and valuable range of total rewards—monetary and non-monetary
Base compensation
Discretionary bonus
401k plan
Health insurance
Other perks
Paid Time Off: Three weeks of PTO in your first year
Health Coverage: Competitive medical, dental, and vision insurance
Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
Employee Investment Benefits: Opportunity to purchase company funds with no sales charge