At a Glance
- Tasks: Build relationships with institutional clients and promote investment strategies.
- Company: Franklin Templeton, a forward-thinking asset manager with a supportive culture.
- Benefits: Inclusive environment, career growth opportunities, and flexible working arrangements.
- Other info: Opportunity to engage with senior stakeholders and develop strategic sales initiatives.
- Why this job: Join a high-performing team and make an impact in the financial industry.
- Qualifications: Experience in asset management and strong communication skills required.
The predicted salary is between 80000 - 100000 £ per year.
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
About the department
The Institutional Sales team drives growth by managing relationships with institutional clients across the UK, including pension schemes, insurers, consultants, and family offices. The team works collaboratively across investment, product, and client service functions to deliver tailored investment solutions and long-term partnerships. You will join a high-performing, relationship-driven environment that offers exposure to senior stakeholders, complex mandates, and opportunities to build a strong market reputation. We are ideally seeking experience across consultant and/or the insurance channels.
How you will add value
Core Responsibilities
- Proactively promote investment strategies to institutional clients in the UK institutional market.
- Build relationships with institutional networks and consultants.
- Manage relationships with internal investment teams.
- Analyse market trends and identify product opportunities.
- Achieve and exceed defined sales targets.
- Represent the firm at client meetings and industry events.
- Identify cross-selling opportunities across client channels.
Strategic Responsibilities
- Support the development and execution of sales strategy.
- Contribute to annual planning and strategic priorities.
- Manage budgets in line with agreed targets.
Team & Collaboration
- Collaborate closely with client service and product teams.
- Ensure regulatory and risk compliance standards are met.
- Maintain strong client relationships and firm reputation.
What will help you be successful in this role
Experience, Education & Certifications
- Bachelors or Masters degree, or equivalent experience.
- Experience in asset management with institutional client exposure ideally with strong knowledge of Consultants and/or Insurance channels.
- Strong network across institutional clients and consultants.
Technical Skills
- Knowledge of institutional investment products and strategies.
- Understanding of macroeconomic trends and market dynamics.
- Familiarity with liquid and alternative investment solutions.
Soft Skills
- Strong communication and presentation skills.
- Ability to engage senior stakeholders confidently.
- Effective collaborator across internal and external teams.
- Strong organisational and analytical capabilities.
- Positive, diplomatic, and client-focused mindset.
Work Schedule & Location
This role will be based in our London office with 4 days a week in office.
Institutional Sales Director in London employer: Franklin Templeton
Franklin Templeton is an exceptional employer, offering a vibrant work culture in the heart of London that fosters collaboration and innovation. Employees benefit from comprehensive professional development opportunities, enabling them to grow their careers while engaging with senior stakeholders in a dynamic market environment. With a commitment to diversity and inclusion, Franklin Templeton provides a supportive atmosphere where every team member can thrive and make a meaningful impact.
