Senior Manager / AVP – Retail Advisory Services (RAS)

Company Overview

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 towards 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.

Job Summary

The Senior Manager / AVP in the Retail Advisory Services (RAS) team is responsible for formulating and driving strategy and managing key relationships across a selected set of distribution relationships, including National Distributors, Fintech, or Independent Financial Advisors. This role is pivotal in achieving and exceeding sales targets within the retail distribution framework.

Responsibilities

• Manage key distributor relationships—including research, product, and sales strategy teams centrally for all national distributors.
• Drive projects and initiatives to manage and develop central gatekeeper relationships across National Distributors (NDs).
• Achieve and exceed sales targets for retail distribution across assigned relationships, collaborating with regional sales teams.
• Work with the senior sales leadership team to enhance sales delivery across NDs, securing approval and recommendations for funds on various ND platforms.
• Strategize business plans with distributors covering products, pricing, sales across locations, and events.
• Suggest pricing changes and conduct impact analyses of pricing models to meet the firm’s objectives.
• Coordinate the execution of sales strategy with regional teams.
• Independently plan and advocate for strategic initiatives.
• Collaborate with various internal departments, such as portfolio management and operations, for the smooth implementation of distribution strategies.
• Monitor sales metrics including MIS, Mathematics of Retail, Talisma, Budgets, Activities, Call Reports, and weekly management reports.
• Ensure compliance with regulatory authority requirements and mitigate risks, escalating issues to senior management when necessary.
• Represent the Franklin Templeton brand and culture through day-to-day activities.

Qualifications

• Master's degree or equivalent is preferred.
• Financial advisory linked qualifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) are preferred.
• AMFI (Association of Mutual Funds in India) / NISM (National Institute of Securities Markets) certification (Advisors’ Module) is mandatory.
• 15-18 years of experience in the mutual fund/wealth management industry.
• Strong product knowledge and understanding of the local market.
• Excellent relationship management and key account management skills.
• Exceptional communication and presentation abilities.
• Strong negotiating and influencing skills.

Preferred Skills

• Advanced analytical and problem-solving skills.
• Experience in developing strategic sales initiatives.
• Familiarity with financial regulations and compliance.

Experience

15-18 years of experience in the mutual fund or wealth management industry is required.

Environment

The position typically entails a dynamic work setting, potentially involving both office-based activities and field engagements with key distributors and financial advisors.

Salary

Not specified.

Growth Opportunities

Career advancement within the company, potentially leading to executive positions in retail advisory services or related functions.

Benefits

Not specified.