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About the Role

Manage and expand relationships across the retail intermediary market, including financial advisers, private banks, dealer groups, research consultants, and platforms. Strengthen existing relationships, improve adviser engagement, and support distribution strategy by providing high-quality insights, product expertise, and proactive support.

Responsibilities

Deepen and strengthen financial advisor relationships in conjunction with the NSW and QLD Sales Directors.
Assist the broader sales team with ongoing account management for dealer groups, retail consultants, and platforms.
Develop structured engagement plans to increase adviser penetration and product adoption, including working with internal stakeholders on the CRM.
Work closely with the Head of Retail Sales and Consultants to maximize key client account sales and ongoing relationship management.
Collaborate with cross-functional teams to meet client needs.
Act as the CRM lead for the retail sales team.

Requirements

Degree in Commerce, Economics, Business, or a related discipline.
Minimum 7 years’ experience in funds management, private wealth, or intermediary distribution.
Experience with customer relationship management systems is beneficial.
Private markets experience is beneficial.
Strong technical understanding of investments, managed funds, SMAs, model portfolios, and platform architecture.
Strong analytical and problem-solving skills.
High attention to detail and comfort working with data.
Excellent communication skills.
Ability to build relationships with internal and external stakeholders.
Proven ability to manage adviser relationships and influence investment selection decisions.
Collaborative working style.
Client-first approach.
Proactive, organised, and adaptable approach.
Ability to manage multiple tasks in a fast-paced environment.
Ability to prioritise effectively.

Skills

Customer relationship management
Private markets
Investments
Managed funds
SMAs
Model portfolios
Platform architecture
Analytical skills
Problem-solving skills
Attention to detail
Data management
Communication skills
Relationship building
Stakeholder management
Sales influence
Collaboration
Client focus
Proactivity
Organization
Adaptability
Task management
Prioritization

Location

Sydney, Australia

Work Type

Full-time

Experience Level

Mid-Senior Level

Education Level

Bachelor's Degree

About the Company

Franklin Templeton is a forward-thinking asset manager that builds dynamic relationships with clients, understands their goals, and navigates complex markets together.
They leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation.
The company offers a welcoming, inclusive, and supportive culture with globally diverse teams.
They provide opportunities to help employees reach their potential and contribute to client success.

Equal Opportunity

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.