VP - ETF Platform Business Development

Franklin Templeton Investments   •  

San Mateo, CA

Industry: Financial Services


8 - 10 years

Posted 271 days ago

This job is no longer available.

  What are the ongoing responsibilities of a VP- ETF Platform Business Development?   Responsibilities include:

  • Identifies and cultivates prospects and/or clients, initiates and follows-up on new business opportunities, leads new business meetings with large, multi-billion dollar advisory platforms.
  • Develops and maintains relationships with internal business partners to help facilitate client sales and servicing efforts.
  • Responsible for cross-selling products within existing client relationships.  Assists in developing and launching new products.
  • Completes call reports, expense reports, itineraries (or any other assignment from the sales manager) on time.
  • Provides the highest quality services by coordinating the resolution of problems and providing requested communications.
  • Completes special assignments: due diligence meetings, conferences, developing relationships with designated client home office personnel.
  • Individual will work across BD, Banks and other platforms as part of each client team.

 What ideal qualifications would help someone to be successful? 

  • Bachelor’s degree
  • Eight or more years of investment sales or client service experience involving ETFs.
  • Established relationships with decision makers at advisory distribution platforms (especially research & home office model teams)
  • Knowledge of the wealth management industry and trends.
  • Ability to synthesize market intelligence and communicate to internal stakeholders
  • Series 7 and 63 securities licenses required
  • CFA strongly preferred. 
  • Excellent sales skills and in-depth product/investment knowledge.
  • Stature and experience needed to cover the largest and most complex prospects and/or clients.
  • Self-starter
  • Ability to work in team-oriented environment