Franklin Templeton · 2 weeks ago
Alternative Investments, Sales Director - Midwest Territory
Illinois, United States
Full-time
Onsite
Mid, Senior Level
$200K/yr - $230K/yr
5+ years expFranklin Templeton is a leading firm in asset management and fintech, committed to helping clients achieve their investment goals. The Director, Alternative Investments, will be responsible for increasing assets under management for retail funds by building relationships with RIAs, Family Offices, and Bank Trust clients in the Midwest territory.
Financial ServicesHedge FundsProfessional ServicesWealth Management
Responsibilities
Develop and build long-term productive relationships with RIAs, Family Office & Bank Trust clients
RIA, Family Office & Bank Trust clients within the selling group who have a desire to implement the use of alternative investments, specifically those with limited liquidity and low correlation to the traded markets
Utilize sales process: identify needs, provide meaningful solutions, and deliver superior service
Understand and articulate capital markets, complex product structures, and real estate strategies
Develop a deep understanding of competitor products and position the Franklin Templeton products
Integrate current themes and campaigns into a consultative sales process to drive fund flows
Deliver compelling presentations, in both large and small group settings, to the financial advisor community as well as potential investors
Maintain and update CRM system with all activities in the field
Own sales performance and sales goals
Manage a large territory effectively, schedule meetings, and plan travel
Qualification
Required
Bachelor's degree, preferably in Finance or Business
Minimum 5 years of experience in an external sales capacity
Strong knowledge of portfolio construction including the use of low correlation asset classes and strategies as well as the benefits of limited liquidity
Knowledge and experience with NTRs, Interval Funds and/or private placements including draw down vehicles
Knowledge of historical and current developments in the non-traded industry and the evolution of products to provide appropriate positioning of Franklin Templeton's current fund offerings
Team player mentality
Enhanced problem-solving and analytical abilities
Excellent oral, written and interpersonal communications skills – the ability to simply communicate complex investments and structures
Energetic, self-motivated, positive attitude, goal-oriented
Ability to meet deadlines, strong organizational skills, ability to work independently and collaboratively
Committed to self-improvement / willingness to learn and grow
Energy, enthusiasm, optimism
Strong work ethic and high sense of urgency
High degree of integrity
Ability and willingness to prepare relentlessly and execute passionately
Strong relationship building skills – client focused
Well organized and detail-oriented
Preferred
MBA preferred
CAIA, CFA or CIMA preferred
Current FINRA Registrations preferred: Series 7, 63
Proven success and relationships with RIA, Family Office & Bank Trust channels of distribution; relationships with RIAs utilizing alternative investments are preferred
Benefits
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center
Onsite cafeteria
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
2026-01-22
2026-01-16
2026-01-16
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