SVP, Business Development Liquidity

Franklin Templeton • San Mateo, CA

1d • Hybrid

About The Position

The SVP of Business Development, Liquidity will lead sales strategy and execution for the Institutional Liquidity division in the U.S. western region. This is an opportunity for a dynamic candidate with a proven record of delivering results in the institutional liquidity market. The candidate will have a strong understanding of the U.S. institutional industry, including experience of working with corporate treasurers and other liquidity investors, and familiarity with key distribution platforms operating in the market including banks, MMF portals, and other intermediaries. The role requires the ability to deliver a comprehensive suite of liquidity, ultra-short and short-duration investment strategies through demonstrating institutional sales leadership. The successful candidate will primarily focus on growth Franklin Templeton’s traditional short-term investment products but will also require an understanding of the evolving digital market and an enthusiasm for delivering both traditional and digital liquidity solutions to the firm’s clients.

Requirements

• A minimum of 10 years of strong institutional sales experience with corporate finance stakeholders.
• Deep expertise in institutional liquidity management, with experience gained in an asset management, banking, or related financial services environment.
• Demonstrated track record of originating, positioning, and closing complex financial solutions for sophisticated institutional clients.
• Established senior-level relationships and market credibility across global treasury, liquidity, and institutional cash management markets.
• Executive presence with exceptional communication, presentation, and public-speaking skills, including the ability to engage senior stakeholders with confidence and credibility.
• Proactive, energetic, and highly client-focused.
• Ability to operate with autonomy, sound judgment, and urgency in a fast-paced, entrepreneurial environment.
• Bachelor’s degree

Nice To Haves

• Professional qualification, such as CFA or MBA preferred.
• advanced degree preferred.

Responsibilities

• Represent Franklin Templeton’s liquidity and short-term investment capabilities to a broad range of institutional investors including corporate treasurers, alternatives, pension funds and state and local governments.
• Elevate the firm’s presence in the western U.S. region across top industry forums, associations, and conferences.
• Deliver the firm’s full range of short-term investment solutions to Franklin Templeton’s institutional and retail clients in the region.
• Collaborate with the Digital Assets Distribution team to identify and develop opportunities for Franklin Templeton’s market-leading suite of tokenized Money Market Funds.
• Partner across Franklin Templeton distribution channels e.g. institutional and wealth, to identify and support cross-selling opportunities.
• Build strong relationships with institutional liquidity investors including corporate treasurers, insurance companies, state and local governments, hedge funds and other institutional investors.
• Support and develop the Liquidity business’ intermediary relationships in the western region, including banks, MMF portals and other distribution platforms.
• Cultivate relationships with industry associations including Regional AFP chapters, consultants, and service partners.
• Develop and execute the sales strategy for institutional liquidity solutions.
• Support growth in liquidity and short duration offerings.
• Manage the full sales cycle from prospecting to closing.
• Build and manage a high-quality revenue pipeline.
• Partner with product and investment teams on client-aligned solutions.
• Support accurate and timely data for the Firm’s CRM, business reporting and expense management processes.
• Support cross-sales of the firm’s short-term capabilities across Franklin distribution channels, including Digital Assets.
• Proactively engage with sales colleagues in the US and international regions.
• Collaborate with Marketing to create targeted content and education.
• Partner with Client Servicing to ensure a seamless client experience.

Benefits

• competitive and valuable range of total rewards—monetary and non-monetary
• base compensation
• annual discretionary bonus
• 401(k) plan with a generous match
• recognition rewards
• comprehensive benefits package
• range of competitive healthcare options
• insurance
• disability benefits
• employee stock investment program
• learning resources
• career development programs
• reimbursement for certain education expenses
• paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
• motivational wellbeing program
• Three weeks of PTO in your first year
• Competitive medical, dental, and vision insurance
• 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
• Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
• Learning Education Assistance Program (LEAP)
• Opportunity to purchase company funds with no sales charge

What This Job Offers

• Job Type: Full-time
• Career Level: Director