What is the Financial Institutions Director responsible for?

The Financial Institutions Director leads strategic coverage of strategic partners across the Americas, acting as a senior representative of the firm to large, sophisticated investors (e.g., banks, wire houses, independents).

What are the key responsibilities of a Financial Institutions Director?

• Client Leadership & Relationship Management
  
  • Serve as the primary relationship owner for key financial institutions in the region.
  • Build and maintain trusted relationships with senior stakeholders (e.g., CIOs, fund research teams).

• Business Development & Revenue Growth
  
  • Originate and grow new mandates, increasing assets under management and revenue from strategic partners.
  • Drive wallet share by positioning the firm's capabilities across fixed income, liquidity solutions, multi-asset and alternatives.

• Regional Strategy & Market Development
  
  • Develop and execute regional engagement strategies aligned to the Americas market.
  • Contribute to the firm's strategic footprint and growth priorities in the region.

• Client Servicing & Delivery Oversight
  
  • Oversee end-to-end client experience, including fund approvals, onboarding, reporting, and ongoing servicing.
  • Ensure delivery of high-quality, tailored investment reporting and reviews.

• Internal Collaboration
  
  • Partner closely with investment teams, product specialists, legal/compliance, and operations to deliver solutions and manage client needs.
  • Act as a bridge between clients and internal stakeholders, influencing product development based on client requirements.

• Thought Leadership & Representation
  
  • Represent the firm externally through market engagement, client presentations, and thought leadership initiatives.
  • Provide insights into macroeconomic trends, institutional investment strategies, and regional dynamics.

What ideal qualifications would help someone to be successful?

• Bachelor's Degree in Finance, Economics, Business Administration, or a related field; advanced degree and/or CFA, CAIA, MBA preferred.
• Significant experience in institutional sales, relationship management, consultant relations, or business development within asset management, banking, or financial services.
• Demonstrated success managing and growing relationships with large financial institutions, including banks, wirehouses, independent broker-dealers, and other strategic distribution partners.
• Strong understanding of investment products and solutions across fixed income, liquidity, multi-asset, equity, and alternative investments.
• Knowledge of institutional investment processes, due diligence requirements, and fund research platforms.

Business Development & Commercial Acumen

• Proven track record of generating new business, expanding wallet share, and achieving asset and revenue growth objectives.
• Ability to identify client needs and position complex investment solutions effectively.
• Strong negotiation, influencing, and strategic account planning skills.

Relationship Management & Communication

• Exceptional relationship-building skills with the ability to engage and influence senior executives, investment committees, and key decision-makers.
• Excellent presentation, communication, and storytelling capabilities, including the ability to simplify complex investment concepts for diverse audiences.
• Strong client-centric mindset with a commitment to delivering an outstanding client experience.

Leadership & Collaboration

• Ability to operate effectively in a highly matrixed, global organization and collaborate across investment, product, marketing, legal, compliance, and operations teams.
• Demonstrated leadership, sound judgment, and the ability to navigate complex client situations.
• Strong project management and organizational skills, with the ability to manage multiple priorities and stakeholders simultaneously.

Personal Attributes

• Strategic thinker with strong commercial instincts and a growth-oriented mindset.
• Self-motivated, proactive, and results-driven, with the ability to work independently and take ownership of outcomes.
• High degree of professionalism, integrity, and attention to detail.
• Willingness and ability to travel as required to support client relationships and business development activities.

The ideal candidate combines deep institutional market expertise with a consultative approach to client engagement, leveraging the breadth of Franklin Templeton's investment capabilities to deliver solutions that help clients achieve their long-term objectives.

Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to be between $180,000.00 - $212,000.00 plus discretionary bonus.

#LI-Hybrid

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That's why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

Highlights of our benefits include:

- Paid Time Off: Three weeks of PTO in your first year

- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being

- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits

- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge