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Key Account Manager - Retail Fund Management Sales
Franklin Templeton Investments
July 5, 2018
At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 70 years, our success has been a direct result of the talent, skills and persistence of our people.
We are looking for a Key Account Manager - Retail Fund Management Sales to join the team in either Sydney or Melbourne to establish, grow and maintain strong working relationships with the organisation's key strategic account partners with the aim of meeting sales budgets and increasing market share. This role will encompass all relationships across allocated strategic accounts including dealer group, platform, multimanager and adviser relationships.
What are the ongoing responsibilities of this position?
Build, maintain and grow strong relationships with allocated strategic accounts as set by the business
Responsible for relationships across the entire account including dealer group research and head office, platform, multimanager and advisers. Activity will be focused on one on one and one to many sales activities with designated panel
Work with research teams to be included in their asset class reviews and to be included in APLs, multimanager portfolios and model portfolios
Maintain existing and addition of new funds on APLs, models and platforms
Primary relationship responsibility for multimanager clients and work closely with Client Services and other internal teams to meet client needs and ensure an integrated relationship
Develop, implement and maintain business plans for key and prospective clients
Develop and offer strategic partnerships for key strategic accounts as identified by the business
Work closely with sales team with the common goal of growing the distribution footprint of Franklin Templeton Investments in Australia
Maintain strong relationships with internal FT business units
Attend industry and dealer group seminars and conferences and in conjunction with marketing expand Franklin Templeton investment personnel involvement at industry and client conferences
Qualifications What qualifications, skills and experience would help someone to be successful?
Bachelor's degree or equivalent experience
Post Graduate finance qualification preferred (for example CFA or CIMA)
7 to 10 years of equivalent sales or service experience
A proven track record in business development and key account management in funds management
Strong knowledge of financial services industry, funds management strategies and key competitors
Established relationships with key retail distribution and research partners
Independent and motivated with effective time management
Strong sales skills and sales process including ability to run sales pipeline and client segmentation
Excellent verbal and written communication skills
Ability to deliver strong sales presentations
Excellent in-person presentation skills
Ability to perform multiple tasks in a fast paced, team environment
Working knowledge of business desktop applications (i.e. Microsoft Word, Excel and Outlook)
PS 146 compliant
Travel is required within Australia for respective accounts with adviser client coverage
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.
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 values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.
We regret that only short-listed candidates will be notified.