RIA Director

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!
** The Registered Investment Advisor (RIA)/Bank Trust (BT) team sits within the Private Wealth Division, one of the fasting growing business lines at Franklin Templeton.

This role includes proactive business development, representing the full suite of Franklin Templeton’s investment platform, via collaboration with our Specialized Investment Managers.  In addition, there is a servicing component aimed at retaining current AUM and leading to cross-sell opportunities within new and under-developed asset classes.
Territory:
This territory will cover Arizona, Utah, Colorado, New Mexico, Kansas, and Missouri, with a preference for candidates based in Denver, Phoenix or Kansas City.

Also key to this role is a comprehensive understanding of Franklin’s offerings beyond investments (i.e. leveraging Franklin Templeton’s full value chain), as uncovering and addressing clients’ overall business needs is key to long-term partnership success.
* Cultivates strong personal and professional relationships with key individuals at targeted firms.  + Using an extensive knowledge of investments strategies and their macroeconomic underpinnings and understanding of how to address the special needs of the private wealth channel to influence client investment decisions.  + Researches external market trends and leverages a broad network of internal investment analysts to understand macroeconomic trends, formulate a strong investment perspective, and identify sales opportunities and at-risk positions.  

+ Proactively shares successes and key learnings more broadly across Franklin Templeton Investment Global Advisor Services to maximize Franklin Templeton Investment’s market share.
* Develops, oversees, and guides all sales activities - initiates contact, builds and sells highly sophisticated investment solutions using a variety of investment instruments and the most appropriate, cost effective delivery platform for sophisticated customers (in-person, phone and email communications.)  + Serves as a resource and discussion partner on thought leadership in the investment space and applicable business space. When appropriate, partners with relevant internal specialists (i.e., product, investment management, defined contributions, etc.)

throughout Franklin Templeton Investments to strengthen investment recommendations and with client sales service specialists to provide sales support and service.  + Profiles and understands clients’ Private Wealth business models, identifies gaps in their model or offerings and effectively positions Franklin Templeton Investments investment solutions.  + Identifies and proactively addresses potential investment concerns of existing clients.  + Understands and parses their macroeconomic views to formulate a sophisticated investment perspective.  

+ Engages clients in dialogue about their business models and appropriate investment strategies.
* Manages travel and entertainment budget and expenses effectively. Maintains meeting notes in CRM.
* Uses internal and external database, systems, and resources to identify and screen potential prospects.
* Knowledge of the financial industry and its businesses and products
* Bachelor’s degree or equivalent
* Typically has 8-12+ years related experience. Proven success selling to RIAs, Bank Trusts or Private Banks.
* Series 7 and 63
* Looking for a candidate to reside in a strategic location within the territory
* CFA /MBA desirable

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and…