Practice Management Consultant

San Mateo, CA, United States

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 Practice Management Consulting team responsible for?

Our Practice Management Consulting Team Brings Experienced Financial Services Business Knowledge And Best Practices Adoption To Our Advisors In Critical Areas Including

Leadership Development

Formulating a Strategic Plan

Establishing Roles & Responsibilities

Team & Client Communication

Business Development and Optimization

What is the Practice Management Consultant responsible for?

This motivated individual will continue to assist and support top Financial Professionals to accelerate their business. We are seeking an experienced professional with a proven track record of practice management strategy, coaching, live and virtual facilitation.

What are the ongoing responsibilities of a Practice Management Consultant?

Travel to partner firm offices for focused consulting and live facilitation events designed to help Financial Professionals develop their business while deepening our relationship with partner firms

Engage with Advisors and their teams regularly to build rapport and develop strong knowledge of their needs

Understand the value-add offering of internal departments and position appropriately when client facing

Work with Marketing to craft promotional messaging and support for internal programs, as needed.

Attend firm-wide events on a national, regional, and local level.

Create innovative approaches to address and resolve operational issues or inquiries.

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

BA/BS 4-Year Degree or equivalent experience

FINRA Series 7

7 years’ experience working in the financial services industry in a relationship management/sales capacity

ACC, RCC, PCC or other industry designations a plus

Excellent relationship building and interpersonal skills

Strong verbal and written communication skills

Strong organizational skills and ability to work independently in the designated region

Attention to detail and follow-up skills required

Proficiency with Microsoft Office Suite

Approximately 50%-75% travel

Compensation Range: 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 $110,000 – $150,000.

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

Tuition Assistance Program

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 [email protected]. 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.

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