SVP, Institutional Sales Manager - Taft Hartley

Franklin Templeton

2d•$200,000 - $230,000•Onsite

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.

Requirements

A minimum of 10 years of experience in institutional investor sales and/or consultant coverage, with significant experience in the Taft-Hartley or broader institutional retirement market.
Experience spanning both DB and DC plans is strongly preferred.
Established relationships with Taft-Hartley plans, trustees, investment staff, consultants, and other key market participants.
Experience representing multiple asset classes, ideally including equity, fixed income, and alternatives.
A strong understanding of Taft-Hartley plan governance, fiduciary and decision-making structures, consultant influence, and the distinct investment needs of DB and DC plans.
An established track record of sales results and strategic and operational excellence in business development roles.
Sound commercial acumen and the ability to build and develop relationships both internally and externally.
Strong work ethic—driven, self-motivated, accountable for actions, and able to operate with a sense of urgency.
Bachelor’s degree required.

Nice To Haves

MBA and/or CFA preferred.

Responsibilities

Drive new business from Taft-Hartley retirement plans across the United States, spanning both defined benefit and defined contribution plans.
Develop direct sales to multi-employer plans, developing relationships with labor and management trustees, executive directors, CIOs, investment staff, consultants, and other key decision-makers and influencers.
Develop a strategic plan for the acquisition of new institutional assets and revenue for the firm within the Taft-Hartley market.
Execute the plan and coordinate sales efforts in collaboration with other distribution colleagues across multiple asset classes and solutions relevant to both DB and DC plans.
Coordinate, collaborate, and communicate within the distribution team; with the investment teams; and with Franklin Templeton’s various investment groups.
Successfully represent a broad range of asset classes, including traditional strategies, alternatives, and solutions relevant to both DB and DC plans.
Enhance Franklin Templeton’s proactive presence and competitive position within the Taft-Hartley market through a driven, entrepreneurial, and innovative mindset executed in a highly collaborative manner.
Execute a comprehensive national institutional sales plan for the Taft-Hartley market across both DB and DC plans.
Drive new institutional assets under management and revenue for Franklin Templeton.
Develop a prioritized target market and relationship strategy for Taft-Hartley plans across the United States.
Manage the sales pipeline in a collaborative and transparent manner.
Develop relationships that drive ongoing business development opportunities with labor and management trustees, plan executives, CIOs, investment staff, consultants, recordkeepers, and other relevant decision-makers and intermediaries.
Meet and aspire to exceed identified sales targets for new asset acquisition.
Oversee ongoing client retention and growth within established relationships in close partnership with client relationship managers.
Maintain an active and visible presence at relevant Taft-Hartley conferences, industry organizations, educational forums, and other market events.
Actively contribute to the Microsoft Dynamics CRM system with timely meeting notes, relationship intelligence, and pipeline updates.
Effectively build close, collaborative relationships with key internal stakeholders, including the sales team, consultant relations, client relationship managers, investment groups—including portfolio managers and analysts—the product team, the marketing team, and other relevant team members.
Embrace Franklin Templeton’s high standards of care, integrity, and ethics.
Continually seek opportunities to improve the quality of information and service offered to trustees, investment consultants, prospects, and clients.

Benefits

Competitive and valuable range of total rewards—monetary and non-monetary—designed to support their well-being and recognize their time, talents, and results.
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 to support your well-being
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): To support your ongoing growth and career advancement
Opportunity to purchase company funds with no sales charge