At a Glance
- Tasks: Drive asset growth by building partnerships and promoting investment products.
- Company: Join Franklin Templeton, a leader in asset management and fintech.
- Benefits: Flexible work culture, diverse teams, and comprehensive employee support.
- Other info: Remote role with travel to London once a month for team meetings.
- Why this job: Make a real impact in the investment world while growing your career.
- Qualifications: Experience in investment management and proven sales success required.
The predicted salary is between 60000 - 80000 £ per year.
At Franklin Templeton, we’re 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 that’s 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.
About the department
The UK Wholesale Sales team drives asset growth by building long-term partnerships with professional intermediaries across the UK and Ireland, Malta, IOM and the Channel Islands. The team works collaboratively with senior sales leadership, product specialists and marketing to expand market coverage, strengthen existing client relationships and develop new opportunities. This is a commercial, externally focused environment where high-performing individuals can build influence, deepen market expertise and directly impact business growth.
Core Responsibilities
- Promote our products (UK OEIC and overseas SICAVs, ETFs, Private Markets, Fund Solutions) to professional intermediaries through in-person meetings and remotely.
- Manage and grow the South West and surrounding regions through in person and Teams meetings, Fund manager events & roadshows etc.
- Generate new business while helping mitigate client redemption risk.
- Ensure all activity meets internal and external regulatory requirements.
Strategic Responsibilities
- Contribute to sales strategy discussions and regional growth planning.
- Support delivery of individual and team sales targets.
Team & Collaboration
- Work closely with sales support to maintain accurate CRM records.
- Partner with marketing, communications and investment teams on client activity.
What will help you be successful in this role
Experience
- Investment Management Certificate (IMC) or equivalent qualification.
- Strong knowledge of the UK wholesale and global investment markets.
- Proven sales success within the South West intermediary market.
- Demonstrated performance at Business Development Manager level or above.
Technical Skills
- Confident use of investment research and client insight tools.
Soft Skills
- Clear, credible communication with investment professionals.
- Strong relationship-building and presentation capability.
- Self-motivated, well organised and commercially driven.
Work Schedule & Location
This role will be based remotely in the South West region, with an expectation of travel to London once a month to meet with wider team.
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, there’s 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 life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
Business Development Director - South West in London employer: Franklin Templeton
At Franklin Templeton, we pride ourselves on fostering a welcoming and inclusive culture that empowers our employees to thrive both personally and professionally. As a Business Development Director in the South West, you will benefit from a flexible work environment, extensive support for your well-being, and numerous opportunities for growth within a globally diverse firm dedicated to innovation and client success.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Director - South West in London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Business Development Director role.
✨Tip Number 2
Show off your expertise! Prepare to discuss your knowledge of the UK wholesale and global investment markets in interviews. Bring real examples of how you've driven sales success in the South West region to the table.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your communication skills. Make sure you can clearly articulate your value and how you can help Franklin Templeton achieve its goals.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and contributing to our mission of delivering better outcomes for clients.
We think you need these skills to ace Business Development Director - South West in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Business Development Director role. Highlight your experience in the South West intermediary market and how it aligns with our goals at Franklin Templeton.
Showcase Your Achievements:Don’t just list your responsibilities; share your successes! Use specific examples of how you've driven asset growth or built strong client relationships in your previous roles.
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so make sure your communication reflects that, especially when discussing your technical skills and sales strategies.
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Franklin Templeton
✨Know Your Products Inside Out
Make sure you have a solid understanding of the products you'll be promoting, like UK OEICs, SICAVs, and ETFs. Familiarise yourself with their features, benefits, and how they align with client needs. This will help you confidently answer questions and demonstrate your expertise during the interview.
✨Showcase Your Sales Success
Prepare to discuss your previous sales achievements in the South West intermediary market. Use specific examples that highlight your ability to generate new business and manage client relationships effectively. This will show the interviewers that you have the proven track record they're looking for.
✨Demonstrate Strong Communication Skills
Since clear communication is key in this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or using video recordings to refine your delivery. This will help you present yourself as a credible investment professional during the actual interview.
✨Emphasise Team Collaboration
Be ready to discuss how you've worked collaboratively with teams in the past. Highlight experiences where you've partnered with marketing, sales support, or product specialists to achieve common goals. This will show that you understand the importance of teamwork in driving business growth.
