Wholesale Business Development Associate

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified 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 thats 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!

About the Department

The UK Sales Support and Business Development team provides essential pre- and post- sales support to wholesale clients including Wealth Managers Model Portfolio Service providers Financial Advisers Platform Service Providers Global Financial Institutions Private Banks and Strategic Accounts. Working closely with Business Development Directors and the Head of Sales Support the team handles distributor client inquiries (directly or via Business Development Directors and Managers) coordinates sales and servicing materials and manages relationships with new or existing professional investors. Team members collaborate across departments and contribute to strategic
projects and high-impact initiatives.

How You Will Add Value

Core Responsibilities

• You will support a specific Business Development Director(s) and their wholesale clients primarily global financial institutions
  private banks and strategically important UK accounts with
  pre- and post-sales service primarily via a shared mailbox but also in person via Teams and/or via telephone.

• You will source and help prepare materials for client meetings.

• You will attend and/or host pre- and post- sale meetings helping to develop early- stage leads and/or servicing existing assets and/or product approvals.

• You will develop and maintain a high-level understanding of
  specific Franklin Templetons product and services that are sold by the UK sales office in order to communicate externally on our offering.

• You will manage sales and client data including activity notes and mailing lists in Microsoft Dynamics ensuring that sales reporting is accurate for your client responsibilities.

• You will collaborate with internal teams to ensure that Request for Proposal and Due Diligence Questionnaires are completed on time and to the highest of standards.

• You will collaborate with internal teams to source high quality
  competitor analysis as required.

• You will handle escalated KYC and Distributor Due Diligence requests from the International Intermediary Lifecycle Team when
  intermediaries are being non- responsive.

• You will maintain accurate sales pipeline records

• You will build and update account plans and growth strategies.

• You will track client news and adjust engagement plans.

• You will coordinate share class access and approvals with Product and TA Oversight teams.

• You will assist with onboarding and legal agreement updates

Strategic Responsibilities

• You will help grow Franklin Templetons Assets in Management (AUM) and market share in the UK (and overseas where decision making is made in the UK on behalf of other markets).

• You will help retain existing AUM through client servicing.

• You will support specific and team gross and net sales targets.

Team & Collaboration

• You will partner with Business Development Directors and Sales Support leadership.

• You will collaborate with marketing product and portfolio teams.

• You will contribute to departmental projects.

• You will help organise internal and external events.

• You will manage event follow-ups and administration.

What Will Help You Be Successful in This Role:

Experience Education & Certifications

• University degree preferred (not essential).

• Ideally 1-3 years experience working in client facing/sales support roles in Asset Management.

• Investment Management Certificate (IMC) required; support provided.

Technical Skills

• Proficient in Outlook Excel PowerPoint and Word.

Soft Skills

• Proactive.

• Clear and confident communication.

• Strong interpersonal skills.

• Flexible and client-focused approach.

• Independent decision-making and high-quality output.

Experience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills backgrounds and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people but also drives innovation and enables us to deliver better client outcomes. So no matter your interests lifestyle or background theres a place for you at Franklin Templeton. We will provide you with tools resources and learning opportunities to help you excel in your career and personal life.

We want our employees to be at their best. By joining us you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have you covered.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to 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.

As part of our commitment to fostering a diverse and inclusive work environment we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally returners individuals who have taken a break from work are also encouraged to explore our job opportunities.

As a registered UK Disability Confident Committed Employer we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.

If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the 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 arrangements will receive a response.

Required Experience:

IC