Institutional Sales Manager

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 and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide 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!

We are hiring an Institutional Sales Manager to be based in Riyadh, Saudi Arabia reporting to the CEO of Saudi Arabia. This position will be an integral member of the Sales and Client Relationship team in CEEMEA working in unison to maintain and further develop relationships with separate account clients and institutional investors with exposure into Mutual Funds. This position is expected to improve daily processes and procedures, support and implement change, support the team towards achieving department and company goals. This position will work with but not exclusive to Portfolio and Product Managers, Consultant Relations as well as Client Servicing Professionals.

What are the ongoing responsibilities of this position?

Business Development

• Develop and identify prospective clients in Saudi Arabia
• Collaborate with the team to organize Portfolio Managers roadshows
• Identify potential issues and opportunities with existing clients
• Identify areas where FTI offers unique or distinct products in the market
• Coordinate with the RFP/RFI team for new business opportunities
• Assist with client onboarding with New Business Services team
• Utilize internal and external systems to extract fund performance, portfolio, and other relevant data to support business development efforts
• Liaise with the Data & Performance and Marketing departments as needed.
• Serve as a backup for the team when necessary.
  
  

Relationship Management

• Develop strong, relationships with the Institutional Sales and Client Relationship team in CEEMEA, as well as the Institutional Client Service team and our clients
• Ensure a thorough understanding of the company, FTI funds, and products.
• Understand the client's asset mix, identify key decision-makers, and recognize important matters related to the client relationship
• Serve as a knowledgeable resource for clients regarding our products and institutional investing
• Capable of providing valuable insights in discussions with clients and consultants on a variety of investment-related topics.
• Actively contribute in group discussions and make suggestions to enhance client service where appropriate
• Ensure that monthly and quarterly reports to clients are accurate, relevant, and delivered on time
• Handle challenging questions effectively, presenting information in a logical, professional, and clear manner.
• Continuously seek to understand the investment advisor's outlook and stay informed about global political, economic, and market developments
• Solid understanding of various areas of the business, including compliance, risk, performance, and reporting, and how these impact the client service proposition for clients
• Attend client meetings and contribute as needed
  
  

What qualifications, skills and experience would help someone to be successful?

• A university degree is preferred, or equivalent work experience
• At least 5 years of experience in Asset Management, with a strong focus on Client Relationship Management and Sales
• Overall experience in the financial services industry should exceed 10 years
• CFA designation or progress toward it is preferred.
• Experience with institutional clients is advantageous.
• Strong written and verbal communication skills
• Fluency in both English and Arabic is essential
• Excellent technical abilities
• Proficiency in Microsoft Office Suite
  
  

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

Our culture is shaped by our diverse global workforce and strongly held core values. 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.

Hear more from our employees

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.

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 existing 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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. 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.