At Franklin Templeton, we’re driving 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 that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. The Practice Management Consulting team brings experienced financial services business knowledge and best practices adoption to our Advisors in critical areas including Leadership Development, Formulating a Strategic Plan, Establishing Roles & Responsibilities, Team & Client Communication, Business Development and Optimization. The Practice Management Consultant will assist and support top Financial Professionals to accelerate their business. Responsibilities include travel to partner firm offices for consulting and live facilitation events, engaging with Advisors and their teams, understanding internal department offerings, working with Marketing on promotional messaging, attending firm-wide events, and creating innovative approaches to operational issues. Qualifications include a BA/BS or equivalent experience, FINRA Series 7, 7 years’ experience in financial services in relationship management/sales, industry designations a plus, excellent relationship building and communication skills, strong organizational skills, proficiency with Microsoft Office, and willingness to travel 50%-75%. Bilingual English/Spanish is a plus. Franklin Templeton offers competitive total rewards including base compensation, discretionary bonus, 401k plan, health insurance, and other perks.
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