SVP - Institutional Sales

Posted 4 Days Ago
Be an Early Applicant
Montréal, QC
In-Office
Expert/Leader
Financial Services
The Role
The SVP of Institutional Sales oversees sales strategies for institutional markets, focusing on client relationships and increasing market share across Canada. Responsibilities include developing strategies, managing complex portfolios, and representing the firm at industry events.
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! 

What is the Institutional Sales, Canada group responsible for?

The team is responsible for devising strategies and executing on plans that build market share and increase AUM through multiple product offerings.

What is the SVP, Institutional Sales responsible for?

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. This role oversees a large territory including Quebec, Montreal and Eastern Canada.

What are the ongoing responsibilities of an SVP, Institutional Sales?
  • Develop and execute sales strategies to grow market share in Ontario and Western Canada.

  • Leverage expertise in institutional markets and FTI products to identify and qualify client needs, focusing on pension plans and institutional buyers.

  • Maintain strong client relationships and proactively promote products and capabilities.

  • Continuously prospect and adapt strategies to changing market conditions, collaborating with the sales team for transparent communication.

  • Work closely with colleagues to ensure solutions meet client and business objectives.

  • Stay informed on industry trends and represent Franklin Templeton at conferences and events as an institutional investment expert.

What ideal qualifications, skills & experience would help someone to be successful?
  • A bachelor’s or higher degree in business, finance, marketing, or a related field and at least 10 years of sales or business development experience in institutional investments. CFA certification is beneficial but not required.

  • Proven leadership in sales, strong financial knowledge, technical expertise, and deep familiarity with pension plans (DB/DC), endowments, foundations, and the Canadian institutional investment landscape.

  • Demonstrated success managing complex portfolios, understanding distribution channels and evolving models, and working collaboratively with sales and product teams to deliver impactful client-focused solutions.

  • Record of developing effective sales plans, driving increased sales and market share through strategic thinking, analytical skills, and persuasive negotiation.

  • Recognized for the ability to articulate complex concepts clearly, engage in impactful dialogue, and build consensus among diverse audiences, earning credibility and respect across all professional interactions.

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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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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