National Accounts Manager
Company: Franklin Templeton
Location: Miami
Posted on: April 30, 2024
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Job Description:
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.Come join us in delivering better
outcomes for our clients around the world!The National Accounts
Manager directs and performs client service functions for a
dedicated group of Institutional and Wholesale/Platform clients, by
developing relationships and providing value added services. Works
together with the Financial Institutions Director and other areas
of Franklin Templeton to service clients and ensure strong team
communication on relevant matters. Takes the lead as the client's
liaison for administrative and operational matters. Responsible for
initiating, developing, and maintaining organizational
structure/systems/processes to ensure that client needs are met on
a consistent, accurate and timely fashion and in compliance with
relevant Franklin Templeton policies.A key member of the Franklin
Templeton Financial Institutions Group for a dedicated group of
Institutional and Wholesale/Platform clients and prospects
investing in a variety of equity, fixed income and multi asset
products in separate accounts and pooled vehicles.WHAT YOU WILL
DO:Partner with the Financial Institutions Director to service
existing clients and onboarding of new accounts as it relates to
cross sell activity. Leads and supports the successful resolution
of all operational issues identified by the clients, their
consultant or custodian bank, as well as internally assessed
challenges.Work closely with other Franklin Templeton departments
(e.g., Portfolio Management, Product Management, Legal, Compliance
and Financial Crimes, Operations, Client Reporting, and Finance) to
ensure strong team communication on relevant operational and
administrative matters and new projects.Update CRM with all client
touch points. Maintains client records, client contracts, and
correspondence in firm databases as required. Ensures work meets
department standards and initiates procedures to improve processes
and overall quality control.Collaborate with the Sales Team within
their territory on an as needed basis.Support internal compliance
and AML review exercises.Ensure timely, clear, and concise
communication of client and prospect information to make certain
Franklin Templeton can meet their unique requirements. Documents
all new requirements and procedures within the department protocol
and escalate areas of concern or those thought to be
challenging.Assume additional responsibilities as requested.WHAT WE
ARE LOOKING FOR:Miami, FL location preferred.Minimum of five years
of investment industry related experience; Offshore/non-US
experience preferred.Bachelors' degree or equivalent experience.
MBA and/or CFA preferred.Series 6 and 63 preferredExceptional
organization skills, ability to work independently as a team player
with all levels of the firm.Strong attention to detail, and
commitment to the highest quality standards.Excellent written and
oral communication, proven project management, analytical skills,
strong influencing, and negotiation skills. Ability to work well
with and manage projects & transitions that include representation
from individuals at all organizational levels.Demonstrated ability
to prioritize work effectively and show adaptability to changing
internal priorities and client demands.Thorough knowledge of
relevant PC programs, including Microsoft Office and familiarity
with CRM platforms. Ability and willingness to learn new programs
as needed.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 range between $120,000-$125,000Experience our welcoming culture
and reach your professional and personal potential!Our culture is
shaped by our diverse global workforce and strongly held core
values. Regardless of your interests, lifestyle, or background,
there's a place for you at Franklin Templeton. We provide employees
with the tools, resources, and learning opportunities to help them
excel in their career and personal life.By joining us, you will
become part of 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 maintaining your physical and mental health,
saving for life's adventures, taking care of your family members,
or making a positive impact in your community, we aim to have your
needs covered. Learn more about the wide range of benefits we offer
at Franklin Templeton.Highlights of our benefits include:
Keywords: Franklin Templeton, Margate , National Accounts Manager, Accounting, Auditing , Miami, Florida
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