Client Service Manager, Business Development

1 month ago


New York, New York, United States Franklin Templeton Full time
Job Title: Client Service Manager, Business Development

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.

Key Responsibilities:
  • Support the day-to-day needs of assigned Strategic Account Directors and home office clients of the Retirement & Insurance channel.
  • Manage cross-functional initiatives and provide regular updates to the status of various business initiatives.
  • 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 and provide proactive client service support.
Requirements:
  • 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.
  • Solid project management expertise and excellent verbal/written communication skills.
  • A team player with outstanding interpersonal, time management, and efficiency skills.
What We Offer:
  • Competitive and valuable range of total rewards, including base compensation, discretionary bonus, 401(k) plan, health insurance, and other perks.
  • Opportunities for professional and personal growth, with a focus on employee well-being and a positive and healthy lifestyle.

Franklin Templeton is an Equal Opportunity Employer, committed to providing equal employment opportunities to all applicants and existing employees. 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.



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