Wholesale Business Development Associate

Wholesale Business Development Associate

Join to apply for the Wholesale Business Development Associate role at Franklin Templeton.

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 teams bring expertise that’s broad and unique. We provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world!

About The Department

The UK Sales Support and Business Development team provides essential pre- and post-sales support to wholesale clients, including Wealth Managers, Model Portfolio Service providers, Financial Advisers, Platform Service Providers, Global Financial Institutions, Private Banks and Strategic Accounts. Working closely with Business Development Directors and the Head of Sales Support, the team handles distributor client inquiries, coordinates sales and servicing materials, and manages relationships with new or existing professional investors. Team members collaborate across departments and contribute to strategic projects and high-impact initiatives.

How You Will Add Value

• You will support a specific Business Development Director(s) and their wholesale clients, primarily global financial institutions, private banks and strategically important UK accounts, with pre- and post-sales service primarily via a shared mailbox but also in person, via Teams and/or via telephone.
• You will source and help prepare materials for client meetings.
• You will attend and/or host pre- and post-sale meetings helping to develop early-stage leads and/or servicing existing assets and/or product approvals.
• You will develop and maintain a high-level understanding of Franklin Templeton’s product and services that are sold by the UK sales office in order to communicate externally on our offering.
• You will manage sales and client data including activity notes and mailing lists in Microsoft Dynamics ensuring that sales reporting is accurate for your client responsibilities.
• You will collaborate with internal teams to ensure that Request for Proposal and Due Diligence Questionnaires are completed on time and to the highest standards.
• You will collaborate with internal teams to source high quality competitor analysis as required.
• You will handle escalated KYC and Distributor Due Diligence requests from the International Intermediary Lifecycle Team when intermediaries are being non-responsive.
• You will maintain accurate sales pipeline records
• You will build and update account plans and growth strategies.
• You will track client news and adjust engagement plans; coordinate share class access and approvals with Product and TA Oversight teams.
• You will assist with onboarding and legal agreement updates.

Strategic Responsibilities

• You will help grow Franklin Templeton’s Assets in Management (AUM) and market share in the UK (and overseas where decision making is made in the UK on behalf of other markets).
• You will help retain existing AUM through client servicing.
• You will support specific and team gross and net sales targets.

Team & Collaboration

• You will partner with Business Development Directors and Sales Support leadership.
• You will collaborate with marketing, product, and portfolio teams.
• You will contribute to departmental projects.
• You will help organise internal and external events and manage event follow-ups and administration.

What Will Help You Be Successful In This Role

Experience, Education & Certifications

• University degree preferred (not essential).
• Ideally 1-3 years’ experience in client-facing/sales support roles in Asset Management.
• Investment Management Certificate (IMC) required; support provided.

Technical Skills

• Proficient in Outlook, Excel, PowerPoint, and Word.

Soft Skills

• Proactive, clear and confident communication; strong interpersonal skills.
• Flexible and client-focused approach; independent decision-making and high-quality output.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to protected characteristics. We welcome applicants with flexible working arrangements and encourage disclosure of any disability as part of the application process. If you need an accommodation, please email accommodations@franklintempleton.com.

London, United Kingdom — Posted 2 weeks ago.