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!

What is the Retirement, Insurance, and 529 Division National Account team responsible for?

The Retirement, Insurance, and 529 Division National Account team partners with Annuity, Retirement Plan and College Savings providers to grow market share of FT investment strategies.  This is accomplished by building deep and broad relationships and creating innovative investment solutions that are tailored to our client’s individual needs.  We look to offer best-in-class client coverage through a combination of our home office, field sales, client service and marketing teams.

What is the Client Relations Manager responsible for?

We are currently seeking a Client Relations Manager to support the Retirement, Insurance, and 529 National Account team. The position primarily entails supporting the day-to-day needs of assigned Strategic Account Directors and home office clients of the Retirement & Insurance channel, as well as managing cross functional initiatives. The ideal candidate will be a motivated self-starter with high client service standards and who always puts team success first.

What are the ongoing responsibilities of a Client Relations Manager?

Business as usual client service support

Ability to manage a high volume of monthly, quarterly, annual and ad hoc client deliverables with a knowledgeable, systematic and efficient approach.

Support the client acquisition process from the initial RFP stage to contract execution and operational onboarding.

Manage client communication process (home office and internal communications) to ensure smooth and consistent delivery of updates, including but not limited to product changes and product launches.

Partner with Sales Manager(s) to author business plans, strategy presentations and client activity guides.

Function as an extension of the Strategic Account Director with business partners.

Coordinate materials for client meetings.

Provide regular updates to the status of various business initiatives including business pipeline, platform availability and client conference calendars.

Proactive client service support

Obtain in-depth knowledge of assigned partner firms, including but not limited to, understanding platforms, product availability, pending shelf space opportunities and firm research themes.

Act as a client advocate across cross functional teams through critical thinking and problem resolution.

Anticipate the needs of clients and continuously work to evolve the overall client experience.

Client Engagement

Develop client relationships by providing back-up support for assigned Strategic Account Directors and serving as primary point of contact for routine and ad hoc inquiries.

Coordinate and participate on client calls and attend client conferences/meetings as needed.

What ideal qualifications, skills & experience would help someone to be successful?

Bachelor's Degree or equivalent experience.

Minimum of 5+ years industry experience preferred, with a meaningful understanding of the investment industry. 

Motivated self-starter who can deal with changing requirements in a fast-paced environment; able to creatively implement strategic and tactical initiatives. 

Solid project management expertise and excellent verbal/written communication skills.

A team player with outstanding interpersonal, time management and efficiency skills.

Comfortable with managing a high volume of requests with timely turnaround.  

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 $90,000.00- $120,000.00.

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Experience 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.

Hear more from our employees

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:

Three weeks paid time off the first year

Medical, dental and vision insurance

401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits

Employee Stock Investment Program

Learning and Education Assistance Program (LEAP)

Purchase of company funds with no sales charge

Onsite fitness center and recreation center*

Onsite cafeteria*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. 
 
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.