SVP, Institutional Sales

Posted 2 Days Ago
Be an Early Applicant
Toronto, ON
In-Office
Expert/Leader
Financial Services
The Role
The Senior Vice President, Institutional Sales will lead business development in the institutional market, focusing on client strategies, network expansion, and sales tactics to achieve targets in Canada.
Summary Generated by Built In

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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides 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! 

The Senior Vice President, Institutional Sales will be a credible and respected financial services professional, who has a proven track record of success overseeing business development and sales mandates in the institutional market. The SVP is a well-informed, intuitive, and ambitious leader with an innate sense of developing strategies and executing sales and distribution tactics and adapting products and solutions to achieve market dominance.

Reporting to the Head of Sales for Canada, the Senior Vice President, Institutional Sales is responsible for devising strategies and executing on plans that will generate sales and will meet and exceed established targets. As an integral sales leader, the SVP has ownership of a geographical mandate for institutional market sales and will expand Franklin Templeton’s success in Canada.

The role will have the option to work remotely and will travel to other locations as business demands. The Senior Vice President, Institutional Sales oversees a large territory, including Ontario and Western Canada, and frequent travel is required.

Key Responsibilities:

  • Define sales strategies, develop plans and execute tactics to achieve the objectives of existing clients, identify new opportunities and gain new growth and market share in the institutional marketplace in Canada—with primary focus in Ontario and Western Canadian territories.

  • Apply knowledge and expertise of the institutional market, with a focus on public and private defined benefit and defined contribution pension plans and other institutional buyers, combined with a deep understanding of FTI’s product shelf and specialist investment managers to initiate conversations with established networks and qualify client needs against FTI’s capabilities to secure sales. Ensure continuous in-depth awareness and understanding of clients’ markets and circumstances—including stakeholders, partners and competitors.

  • Maintain an energetic and productive level of client-facing activity. Strengthen relationships through meaningful and effective touchpoints throughout client and partner organizations while proactively raising awareness of products and capabilities.

  • Continually prospect, network and adjust strategies and tactics according to current and projected market environments; address client needs and opportunities in collaboration with the institutional sales team to ensure that business activities are communicated with transparency, and actioned appropriately. Work closely with sales colleagues, portfolio mangers and product/service groups to ensure solutions align with client/partner needs and business objectives. 

  • Remain informed and involved in the industry to ensure an awareness of any changes, trends and impacts in the institutional investment marketplace. Represent Franklin Templeton in the marketplace, contributing to conferences and industry events, participating as an institutional investments industry expert and speaker.

Professional Experience and Qualifications:

  • A Bachelor’s or advanced degree in a business, finance, marketing or related discipline combined with at least 10 years of sales and/or business development experience in the institutional investment space. CFA certification is not required, however, it is advantageous.

  • An intuitive sales leader with strong financial acumen, technical expertise and a deep understanding of the complexity of pension plans (DB and DC), endowments and foundations, along with an acute awareness of the challenges for plan sponsors and opportunities for institutional investments in the Canadian marketplace.

  • Experience in institutional products and structures and a proven track record of building and managing sophisticated portfolios that drive profitable outcomes. Deep understanding of distribution channels and networks along with evolving distribution models.

  • Experience working collaboratively with highly-focused and productive sales professionals, and multi-functional teams to develop products, services and tools that are client and solutions-driven, have had an impact in the market, and have contributed to the success of an organization.

  • A proactive sales leader with experience developing sales plans with a demonstrated record of success increasing sales and market share. An energetic, strategically-minded approach supported by strong analytical and tactical skills and demonstrated skills as an influencer and negotiator.

  • An effective relationship manager, with an exceptional network of industry contacts, strong EQ and business acumen, credibility and respect amongst colleagues, peers and clients. Demonstrated capability to have technical, well-informed discussions with key clients, partners, stakeholders, influencers, and decision makers.

  • Exceptional communication skills: in writing, in conversation as a speaker and presenter, and as a listener. A seasoned and knowledgeable sales professional who can “talk to plans with authority, knows what’s going on in the marketplace, and wants to make a difference.”

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world.  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.

Highlights of our benefits include:

  • Flexible medical, dental and vision insurance

  • Corporate Pension Plan

  • Employee Stock Investment Program

  • Purchase company funds with no sales charge

  • Competitive vacation package that includes three annual personal days

  • Company paid short-term and long-term Disability Insurance

  • Education assistance

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 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. 
 
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment 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.

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Top Skills

Asset Management
Business Development
Financial Services
Fintech
Institutional Investment
Sales Strategies
Wealth Management
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The Company
HQ: San Mateo, CA
11,198 Employees
Year Founded: 1947

What We Do

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com).

The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal.

LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk.

US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products.

View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines
Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin

©2022 Franklin Templeton. All rights reserved.

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