SVP National Account Manager - Alternatives
Company: Franklin Resources
Posted on: November 23, 2022
At Franklin Templeton, everything we do is focused on one thing
- delivering better client outcomes. We do that by partnering
closely with our clients, assessing their strategic needs, and
identifying the solution or solutions that can meet the challenge.
Over 9,500 employees working in 34 countries around the world are
dedicated to servicing investment solutions for our clients in more
than 160 countries. For more than 70 years our success has been a
direct result of the talent, skills and persistence of our people,
and we are looking for qualified candidates to join our team.
What is the Alternatives group responsible for?
Franklin Templeton began the decade under the leadership of Jenny
Johnson, who became President and CEO in February of 2020 and led
the acquisition of several companies to propel the firm into a new
phase of growth, including the largest and most significant
acquisition in the company's history, Legg Mason. Legg Mason and
its specialist investment managers added differentiated
capabilities to Franklin Templeton's existing investment
strategies, bringing notable leadership and strength in core fixed
income, active equities, multi-asset solutions, and alternatives, a
key growth area. A concentrated focus on alternatives led to the
more recent announcement of Franklin Templeton's acquisition of
Lexington Partners, a leader in secondary private equity and
co-investments. With the closure of the Lexington and Alcentra
transactions, the firm includes top-tier specialist investment
managers across all key alternative categories: private and
alternative debt, unconstrained and hedge strategies, real assets,
real estate, infrastructure, private equity, and venture. As of
November 1, total alternative assets under management total $260
In addition to Lexington, Franklin Templeton's diverse collection
of alternative specialist investment managers (SIMs) includes:
* Benefit Street Partners (BSP) -- a leading credit-focused
alternative asset management firm investing across a range of
illiquid and liquid credit strategies.
* Clarion Partners -- a pure-play real estate investment manager
offering strategies across the risk-return spectrum.
* K2 Advisors (K2) -- a global investment manager covering all
aspects of hedge fund and liquid alternatives investing.
* Templeton Private Equity Partners -- provides capital to small
and mid-sized companies in emerging markets.
What is the SVP, National Account Manager - Alternatives
As Franklin Templeton seeks to build upon the strength of its
relationships with major global financial institutions, the firm is
creating a new leadership position within global distribution to
lead the firm's placement strategy for Alternative Investment
products across key partnerships in the Wirehouse, Independent
Broker Dealer, Private Bank & Platform/Aggregator channels. This is
a newly created, high impact role aligned with Franklin Templeton's
strategy to become a leader in customized Alternative
The ideal candidate is an experienced distribution professional
with considerable credibility in national accounts and in-depth
knowledge of Alternative Investment strategies. This executive must
also exhibit a consultative and collaborative engagement style and
partner with senior leaders in Franklin Templeton's Investment
Managers, Sales, National Accounts and Product teams to define and
execute the firm's growth strategy in Retail Alternatives.
What are the ongoing responsibilities of a SVP, National Account
Manager - Alternatives?
The SVP, National Account Manager - Alternatives will be
responsible for sales results and client penetration for the firm's
Alternative Investment product suite. The successful candidate will
develop and manage relationships and act as a spokesperson for
these products to the firm's financial intermediary clients,
including firms in the traditional broker-dealer/wirehouse
category, independent broker-dealer channel, private banks, and
This individual will:
* Lead the development and implementation of a comprehensive
product, marketing, and distribution strategy for the Alternative
Investment business for Franklin Templeton's US Intermediary
business in conjunction with Franklin Templeton Investment
Managers, Co-Heads of Alternative Sales and Product teams.
* Serve as the primary executive partnering with US intermediary
firms and platforms as the subject matter expert on Franklin
Templeton's Alternative Investments products and introduce new
products to new relationships in the intermediary channel.
* Work with the Co-Heads of Alternative Investment Sales and
Franklin Templeton Sales teams to identify key areas of opportunity
to distribute Alternative products to Franklin Templeton's
* Build strong partnerships with Affiliates and collaborate as a
strategic advisor to gain traction for products across all targeted
* Proactively grow market share, develop strategies to capitalize
on key opportunities and increase market penetration and
* Help drive innovation in product development, strategic
marketing, and relationship management initiatives.
* Maintain an in-depth understanding and knowledge of Affiliates'
product suites. Be able to explain and position Affiliate offerings
in a credible manner to due diligence teams and other home office
* Enhance Franklin Templeton's reputation as a premier asset
management firm in the field of Alternatives and participate in PR
What ideal qualifications, skills & experience would help someone
to be successful?
15+ years of direct industry and sales experience, with the
majority dedicated to Alternative Investments
* Track record of success developing and managing relationships
with home offices across Intermediary channels, including a
particular focus on wirehouse firms.
* Able to recognize and capitalize on new opportunities and provide
integrated Alternatives product solutions to clients wherever
Strong knowledge of Alternative Investments.
* Subject matter expertise in the Alternatives space.
* Ability to drive strategy as pertains to the in-market delivery
of Franklin Templeton's Alternatives Investment product suite
Strong academic credentials: advanced degree/designation
FINRA Series 7 and 63, or willing to obtain shortly after hire.
CRITICAL LEADERSHIP CAPABILITIES
* Develop and execute against strategic plans that include building
strong long-term relationships with wirehouse, private bank, IBD
and Platform/Aggregator gatekeepers.
* Articulate and champion a compelling vision for value-added
service with key financial services clients.
* Continually measure and monitor the growth of the Alternative
Communicating and Collaborating
* Exceptional communication skills and ability to build rapport
with internal colleagues and external prospects and clients.
Ability to effectively articulate and explain Alternative
* Represent Franklin Templeton at Alternative Investment forums,
panels, and roundtables to raise the profile of Franklin Templeton
Strategic Thinking and Commercial Orientation
* Create a 2-3-year roadmap or blueprint to implement the
enterprise strategy in Alternative products
* Identify and prioritize the most critical future factors to
consider in making decisions
* Make plans to address changes or trends in the external landscape
(i.e., competitors, clients, and market segments) that affect
Franklin Templeton's product development strategy.
OTHER PERSONAL CHARACTERISTICS
* High degree of self-motivation and energy, intellectual
curiosity, and a driven sense of responsibility, accountability,
* Articulate, sophisticated and worldly; able to connect well with
targeted HNW client audience.
* Effective interpersonal and influencing skills; outstanding
communicator, both verbally and in writing.
If this position will be performed in whole or in part in New York
City, the base salary range is USD $175,000 - 200,000. Base pay
offered may vary depending on job-related knowledge, skills, and
What makes Franklin Templeton 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.
Highlights of our benefits include:
* Three weeks paid time off the first year
* Medical, dental and vision insurance
* 401(k) Retirement Plan with 75% 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
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 is an Equal Opportunity Employer. We are
committed to equal employment opportunity for all applicants and
existing employees and we evaluate qualified applicants without
regard to ancestry, age, color, disability, genetic information,
gender, gender identity, or gender expression, marital status,
medical condition, military or veteran status, national origin,
race, religion, sex, sexual orientation, and any other basis
protected by federal, state, or local law, ordinance, or
regulation. We invite you to visit us at Franklin Templeton Careers
to learn more about our company and our career opportunities.
Franklin Templeton is committed to fostering a diverse and
inclusive environment. If you believe that you need an
accommodation to search for, or apply for, one of our positions
please send an email to accommodations@FranklinTempleton.com . In
your email, please include the accommodation you are requesting and
the job title and job number you are applying for. It may take up
to three business days to receive a response to your request.
Please note that only requests for accommodations will receive a
Keywords: Franklin Resources, Stamford , SVP National Account Manager - Alternatives, Executive , Stamford, Connecticut
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