National Accounts Manager

Miami, FL, 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!

The National Accounts Manager directs and performs client service functions for a dedicated group of Institutional and Wholesale/Platform clients, by developing relationships and providing value added services. Works together with the Financial Institutions Director and other areas of Franklin Templeton to service clients and ensure strong team communication on relevant matters. Takes the lead as the client's liaison for administrative and operational matters. Responsible for initiating, developing, and maintaining organizational structure/systems/processes to ensure that client needs are met on a consistent, accurate and timely fashion and in compliance with relevant Franklin Templeton policies.

A key member of the Franklin Templeton Financial Institutions Group for a dedicated group of Institutional and Wholesale/Platform clients and prospects investing in a variety of equity, fixed income and multi asset products in separate accounts and pooled vehicles.

WHAT YOU WILL DO:

Partner with the Financial Institutions Director to service existing clients and onboarding of new accounts as it relates to cross sell activity. Leads and supports the successful resolution of all operational issues identified by the clients, their consultant or custodian bank, as well as internally assessed challenges.

Work closely with other Franklin Templeton departments (e.g., Portfolio Management, Product Management, Legal, Compliance and Financial Crimes, Operations, Client Reporting, and Finance) to ensure strong team communication on relevant operational and administrative matters and new projects.

Update CRM with all client touch points. Maintains client records, client contracts, and correspondence in firm databases as required. Ensures work meets department standards and initiates procedures to improve processes and overall quality control.

Collaborate with the Sales Team within their territory on an as needed basis.

Support internal compliance and AML review exercises.

Ensure timely, clear, and concise communication of client and prospect information to make certain Franklin Templeton can meet their unique requirements. Documents all new requirements and procedures within the department protocol and escalate areas of concern or those thought to be challenging.

Assume additional responsibilities as requested.

WHAT WE ARE LOOKING FOR:

Miami, FL location preferred.

Minimum of five years of investment industry related experience; Offshore/non-US experience preferred.

Bachelors' degree or equivalent experience. MBA and/or CFA preferred.

Series 6 and 63 preferred

Exceptional organization skills, ability to work independently as a team player with all levels of the firm.

Strong attention to detail, and commitment to the highest quality standards.

Excellent written and oral communication, proven project management, analytical skills, strong influencing, and negotiation skills. Ability to work well with and manage projects & transitions that include representation from individuals at all organizational levels.

Demonstrated ability to prioritize work effectively and show adaptability to changing internal priorities and client demands.

Thorough knowledge of relevant PC programs, including Microsoft Office and familiarity with CRM platforms. Ability and willingness to learn new programs as needed.

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 $120,000-$125,000

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.

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

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 . 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.

#J-18808-Ljbffr