Current jobs related to SVP, Institutional Client Advisor - Los Angeles - Franklin Templeton

  • Client Advisor, Senior Vice President

    2 months ago

    Los Angeles, United States The Ladders Full time

    Client Advisor, Senior Vice President PineBridge Investments is a private, global asset manager focused on active, high conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients'...

  • Senior Client Advisor

    4 weeks ago

    Los Angeles, California, United States The Ladders Full time

    Position Overview:The Ladders is in search of a highly accomplished Senior Vice President, Client Advisor to join our esteemed Retirement Team. This pivotal role will focus on the acquisition of new assets from institutional investors, leveraging your extensive industry expertise and network to foster business growth and enhance client relationships.Key...

  • SVP Client Partner

    4 weeks ago

    Los Angeles, United States CLevelCrossing Full time

    As an SVP, Client Partner, you drive client success. Providing overall direction and leadership to a dynamic multi-disciplinary and multi-geography team can be difficult, but your tact and good judgement when interacting with others allows you to tackle the challenge. You have the curiosity of a senior level strategist and know what it takes to manage and...

  • Client Relations Specialist

    4 weeks ago

    Los Angeles, California, United States Advisor Business Solutions Full time

    Position Overview:Our client, a prominent Registered Investment Advisor (RIA) with a robust portfolio of $5 billion in assets under management, is seeking a dedicated and meticulous Client Relations Specialist to enhance their team.Key Responsibilities:Deliver exceptional client service with a focus on high-net-worth (HNW) and ultra-high-net-worth (UHNW)...

  • Client Advisor

    3 months ago

    Los Angeles, United States International Search Consultants Full time

    Job DescriptionJob DescriptionOur client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in AUM and is a part of a larger Multi Family Office with over $24 billion in AUM. They provide investment management services to private clients and manage three fixed-income funds. The firm also...

  • Client Advisor

    2 months ago

    Los Angeles, United States International Search Consultants Full time

    Our client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in AUM and is a part of a larger Multi Family Office with over $24 billion in AUM. They provide investment management services to private clients and manage three fixed-income funds. The firm also offers discretionary investment...

  • SVP, Private Wealth Advisor

    3 days ago

    Los Angeles, United States Capital Group Full time

    Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and...

  • SVP, Private Wealth Advisor

    4 months ago

    Los Angeles, United States Capital Group Full time

    Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and...

  • SVP, Private Wealth Advisor

    2 days ago

    Los Angeles, United States Capital Group Full time

    Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors.Started almost five decades agoas a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and...

  • SVP, Private Wealth Advisor

    1 day ago

    Los Angeles, United States Capital Group Full time

    Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors.Started almost five decades agoas a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and...

  • Client Advisor

    1 day ago

    Los Angeles, California, United States VinFast Full time

    Job Title: Client AdvisorAt VinFast, we are seeking a highly motivated and customer-focused Client Advisor to join our team. As a Client Advisor, you will be responsible for providing exceptional customer service and ensuring a seamless sales experience for our clients.Key Responsibilities:Represent the values of VinFast with every client interaction,...

  • Client Advisor

    6 days ago

    Los Angeles, California, United States Neiman Marcus Group Full time

    About the RoleWe are seeking a highly motivated and fashion-savvy Client Advisor to join our team at Neiman Marcus Group. As a Client Advisor, you will be responsible for cultivating relationships with clients through exceptional customer service, personal engagement, and expert styling knowledge.Key ResponsibilitiesMaintain a customer-centric mentality and...

  • Client Advisor

    1 week ago

    Los Angeles, California, United States VinFast Full time

    About the RoleWe are seeking a highly motivated and customer-focused Client Advisor to join our team at VinFast. As a Client Advisor, you will be responsible for providing exceptional customer service and sales support to our clients, ensuring a seamless and enjoyable experience.Key ResponsibilitiesRepresent the values of VinFast with every client...

  • SVP People

    2 days ago

    Los Angeles, United States Postpro Full time

    Job Summary We are delighted to be assisting a key strategic partner with the recruitment of a Senior Vice President of People for a leading data science company based in Los Angeles. Our client is a recognised leader in the data science field, driving innovation and insights across various industries. They are looking for an experienced SVP of People to...

  • Client Advisor

    2 weeks ago

    Los Angeles, United States Asystem Full time

    Bezel is the first technology company dedicated to high end watches, building a 100% authenticated marketplace that delivers trust at scale. We are rethinking the entire watch buying experience from browsing & transacting to tracking the market. We’re a team of collectors, enthusiasts, and technologists disrupting the $26B secondary watch market. Bezel is...

  • Client Advisor

    2 weeks ago

    Los Angeles, California, United States Neiman Marcus Group Full time

    About Neiman Marcus GroupNeiman Marcus Group is a leading luxury retailer that prides itself on delivering exceptional customer experiences. Our company culture is built on a foundation of innovation, inclusivity, and a passion for delivering luxury experiences that exceed our customers' expectations.About the RoleWe are seeking a highly motivated and...

  • Senior Vice President of Client Relations

    4 weeks ago

    Los Angeles, California, United States Univision Communications Inc Full time

    Company Overview:Univision Communications Inc. stands as a premier media organization dedicated to serving the Hispanic community across America.Our dynamic brand, coupled with a diverse array of Television, Audio, and Digital platforms, engages a unique audience that propels client success.Position Summary:The organization is in search of a seasoned and...

  • Senior Vice President, Client Advisor

    1 week ago

    Los Angeles, California, United States PineBridge Investments Full time

    About the RolePineBridge Investments is seeking a seasoned Senior Vice President, Client Advisor to join our Retirement Team. As a key member of our team, you will leverage your extensive industry experience and network to drive business growth and strengthen client relationships.Key ResponsibilitiesEstablish and enhance relationships with institutional...

  • Client Advisor | Beverly Center

    2 weeks ago

    Los Angeles, United States Burberry Full time

    Client Advisor | Beverly Center Department: RETAIL OFFLINE Location: Los Angeles, California (US-CA), US At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it...

  • SVP of IT Infrastructure ACIO

    2 weeks ago

    Los Angeles, United States Strategic Employment Full time

    Our well-established client in Southern California is urgently hiring for a seasoned IT executive to spearhead the vision and strategy for their enterprise-scale initiatives which includes a full-scale migration to the cloud - impacting nearly 50K users globally. Title: SVP of IT Infrastructure (ACIO)Term: Full-time and Fully Remote with occasional...

SVP, Institutional Client Advisor

4 months ago

Los Angeles, United States Franklin Templeton Full time

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 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 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

What is the SVP, US Institutional Client Advisor, West responsible for?

Reporting directly to the Head of US Institutional, the SVP, Institutional Client Advisor, West ("Client Advisor") will be responsible for driving new business from institutional investors as member of the US distribution team, covering a geographic region roughly defined as the Western region of the US. The successful candidate will be responsible for direct sales to public and corporate funds, endowments and foundations, insurance companies and health care organizations in the region.

The successful candidate will develop a strategic plan for the acquisition of new institutional assets and revenue for the firm. They will enthusiastically execute on the plan to coordinate sales efforts in collaboration with other distribution colleagues and across multiple assets classes.

Of significant importance to the role are coordination, collaboration, and communication within the distribution team, with the investment teams, and with other Franklin Templeton specialist investment managers (SIMs). An articulated sales process that has resulted in a quantifiable track record of institutional sales success to institutional investors is essential. The successful candidate will have an exceptional record of sales through the establishment of client relationships with senior level buyers at the CFO, CIO, and Trustee levels.

The Client Advisor will have the ability to successfully represent a broad range of asset classes, including traditional strategies as well as alternatives. They will be adept at managing a sales plan and shifting priorities. They will work closely with the domestic and global distribution teams, as well as with the investment and other internal teams such as legal, compliance, and operations. They will play a vital role in continuing to enhance the proactive presence and competitive edge for Franklin Templeton with a driven, entrepreneurial, and innovative mindset executed in a highly collaborative manner.

The successful candidate will be a critical addition to the distribution team and is expected to be a significant driver of Franklin Templeton's continued growth in the US institutional market.

What are the ongoing responsibilities of an US Institutional Client Advisor, West?

  • Execute an institutional sales plan.

  • Drive new institutional assets under management and revenue for Franklin Templeton.

  • Manage the sales pipeline in a collaborative and transparent manner.

  • Identify, execute, and close new institutional business for Franklin Templeton.

  • Develop relationships to drive ongoing business development opportunities in the Western US with institutional investors.

  • Meet and aspire to exceed identified sales targets for new asset acquisition.

  • Oversee ongoing client retention and growth within already established relationships.

  • Proactively share information with respect to institutional investment trends, progress against goals, and new business pipeline activity with distribution colleagues.

  • Develop strong relationships with key decision makers in target markets and with institutions across endowments, foundations, public and corporate funds, insurance companies, and healthcare organizations. Intimately understand the needs of these clients as a solution provider.

  • Actively contribute to the Microsoft Dynamics, CRM system with timely notes and pipeline updates.

  • Effectively build close, collaborative relationships with key internal stakeholders including: other distribution teams, investment teams (including but not limited to, portfolio managers and analysts), the product team, the marketing team, and other relevant team members.

  • Embrace Franklin Templeton's high standards of care, integrity, and ethics.

  • Continually seek opportunities for improving the quality of information and service offered to investment consultants, prospects, and clients.

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

  • A minimum of 10 years of experience in institutional investor sales and/or consultant coverage in the Western region of the US. Ideally, this experience will span multiple asset classes (equity, fixed income, alternatives).

  • Possess strong technical and professional skills, experience, and knowledge in position-related areas and be up to date on current developments in the asset management industry.

  • An established track record of sales results and strategic and operational excellence in business development roles.

  • Successful experience actively contributing to the enhancement and execution of a new business development effort via direct institutional sales.

  • An articulated sales process with a track record of identifiable results that met or exceeded goals.

  • A demonstrated strong understanding of distribution and service in the asset management industry.

  • Results orientated with a high degree of professional and corporate responsibility.

  • Demonstrable capability to construct and implement strategic planning and the provision of consistent and effective management information.

  • Possess an understanding of what it takes to preserve and enhance institutional client assets and to possess a client centric mindset.

  • Ability to conduct discussions with clients to understand their needs and to develop ideas for new client acquisition.

  • Sound commercial acumen and the ability to build and develop relationships both internally and externally.

  • Must be able to work independently and to communicate clearly and concisely.

  • Extensive travel required.

  • Strong work ethic - driven, self-motivated with a sense of urgency and accountable for actions.

  • Bachelor's degree required. MBA and/or CFA preferred.

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 $225,000 and $300,000.

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

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.