The VP Regional Sales will develop and execute territory plans to achieve sales targets while managing 700 advisory relationships in the Toronto area. They will deliver investment insights and position Franklin Templeton's suite of solutions to help financial advisors meet client needs.
The Senior Advisor Consultant will drive asset growth by partnering with Edward Jones Financial Advisors to provide investment solutions and strategic business support. They act as a subject matter expert to help advisors enhance client outcomes and navigate complex market conditions.
The Senior Product Specialist will drive sales growth for the Canvas platform within the Southeast division by partnering with financial advisors and the Franklin Templeton sales team. They will act as a subject matter expert on direct and custom indexing while collaborating across internal teams to support client needs.
The Senior Product Specialist will drive sales growth for the Canvas platform within the Midwest and Northwest divisions by raising assets and demonstrating subject matter expertise. They will collaborate with the Franklin Templeton sales team and internal departments to provide custom indexing solutions to financial advisors.
The VP, Market Leader is responsible for driving sales, increasing assets under management, and building brand awareness within the broker/dealer community in Wisconsin. They will manage territory business plans, cultivate client relationships, and provide expert investment solutions to meet client needs.
Lead and supervise the programming and research of fund tax loss harvesting processes for fixed income, equity, and mixed funds. This includes developing scalable data tools and optimizing client accounts using statistical modeling.
