Alternative Investments, Sales Director - Midwest Territory

Franklin Templeton

1d • $200,000 - $230,000 • Hybrid

About The Position

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! What is the Alternatives group responsible for? Alternatives by Franklin Templeton offers a curated platform of independent managers with capabilities spanning private markets: Lexington Partners (private equity), Clarion Partners (private real estate), Benefit Street Partners (private credit), and more. With $258B in total alternative assets across managers and capabilities, the platform ranks among the largest globally. Private market solutions are delivered across structures from traditional drawdown to evergreen vehicles. Backed by the resources of $1.6T of global assets at Franklin Templeton, the dedicated alternative team across education, sales support, national accounts, strategic initiatives, product development, product specialists, investor services and marketing bring a complete private market ecosystem to the private wealth market. Franklin Templeton's diverse collection of alternative specialist investment managers (SIMs) includes: Lexington Partners is a leading global alternative investment manager of secondary private equity and co-investment funds. Benefit Street Partners (BSP) is a leading global credit-focused alternative asset management firm investing across a range of illiquid and liquid credit strategies. Clarion Partners is a pure-play real estate investment manager offering strategies across the risk-return spectrum. Franklin Venture Partners (FVP) is a venture capital/growth equity focused business, specializing in enterprise and industrial technology investing. FVP delivers their capabilities into the global wealth market through drawdown funds and custom accounts. What is the Director, Alternative Investments, responsible for? Franklin Templeton Alternative Investments is seeking an exceptional candidate to join the FT Alternative Investments Sales team. A highly motivated, self-starter with a strong desire to be on the ground floor of creating opportunities for a new product line-up is required. This individual will work closely with other Franklin Templeton sales teams and will be primarily responsible for increasing assets under management for retail funds at Clarion Partners, Benefits Street Partners, and Lexington Partners. The Director, Alternative Investments, will be focused on prospecting for RIAs utilizing alternative investments in the RIA, Family Office & Bank Trust clients. Strong partnering skills with internal colleagues and resources will be integral to building a successful sales territory. The Director, Alternative Investments, must be willing to learn and grow, have a strong work ethic, a sense of urgency, be prepared, and execute on a territory specific business plan to launch sales quickly with the highest level of integrity and professionalism. The cornerstone of this sales process is asking questions and listening, providing relevant information and insight, and always putting the interest of the adviser and client first. This role will cover the Midwest territory, which includes Illinois, Indiana, Ohio, Kentucky, Michigan, and Wisconsin.

Requirements

• Bachelor’s degree, preferably in Finance or Business
• Minimum 5 years of experience in an external sales capacity
• Proven success and relationships with RIA, Family Office & Bank Trust channels of distribution; relationships with RIAs utilizing alternative investments are preferred
• Strong knowledge of portfolio construction including the use of low correlation asset classes and strategies as well as the benefits of limited liquidity
• Knowledge and experience with NTRs, Interval Funds and/or private placements including draw down vehicles
• Knowledge of historical and current developments in the non-traded industry and the evolution of products to provide appropriate positioning of Franklin Templeton’s current fund offerings
• Team player mentality
• Enhanced problem-solving and analytical abilities
• Excellent oral, written and interpersonal communications skills – the ability to simply communicate complex investments and structures
• Energetic, self-motivated, positive attitude, goal-oriented
• Ability to meet deadlines, strong organizational skills, ability to work independently and collaboratively
• Committed to self-improvement / willingness to learn and grow
• Energy, enthusiasm, optimism
• Strong work ethic and high sense of urgency
• High degree of integrity
• Ability and willingness to prepare relentlessly and execute passionately
• Strong relationship building skills – client focused
• Well organized and detail-oriented

Nice To Haves

• MBA preferred
• CAIA, CFA or CIMA preferred
• Current FINRA Registrations preferred: Series 7, 63

Responsibilities

• Develop and build long-term productive relationships with RIAs, Family Office & Bank Trust clients
• RIA, Family Office & Bank Trust clients within the selling group who have a desire to implement the use of alternative investments, specifically those with limited liquidity and low correlation to the traded markets
• Utilize sales process: identify needs, provide meaningful solutions, and deliver superior service
• Understand and articulate capital markets, complex product structures, and real estate strategies
• Develop a deep understanding of competitor products and position the Franklin Templeton products
• Integrate current themes and campaigns into a consultative sales process to drive fund flows
• Deliver compelling presentations, in both large and small group settings, to the financial advisor community as well as potential investors
• Maintain and update CRM system with all activities in the field
• Own sales performance and sales goals
• Manage a large territory effectively, schedule meetings, and plan travel

Benefits

• Along with base compensation, additional compensation is offered in discretionary bonus, 401k plan, health insurance, and other perks.
• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, 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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees