Practice Management Consultant - Franklin Templeton Investments : Job Details

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Practice Management Consultant page is loadedPractice Management ConsultantApply locations San Mateo, California, United States of America Chicago, Illinois, United States of America REMUSA-Nevada Remote Loc Rancho Cordova, California, United States of America REMUSA-Colorado Remote Loc time type Full time posted on Posted 30+ Days Ago job requisition id 862979

At Franklin Templeton, we're driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.

Come join us in delivering better outcomes for our clients around the world!

At Franklin Templeton, we're driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements. Come join us in delivering better outcomes for our clients around the world!

Our Practice Management Consulting team brings experienced financial services business knowledge and best practices adoption to our Advisors in critical areas including:

• Leadership Development

• Formulating a Strategic Plan

• Establishing Roles & Responsibilities

• Team & Client Communication

• Business Development and Optimization

This motivated individual will continue to assist and support top Financial Professionals to accelerate their business. We are seeking an experienced professional with a proven track record of practice management strategy, coaching, live and virtual facilitation.

• Travel to partner firm offices for focused consulting and live facilitation events designed to help Financial Professionals develop their business while deepening our relationship with partner firms

• Engage with Advisors and their teams regularly to build rapport and develop strong knowledge of their needs

• Understand the value-add offering of internal departments and position appropriately when client facing

• Work with Marketing to craft promotional messaging and support for internal programs, as needed.

• Attend firm-wide events on a national, regional, and local level.

• Create innovative approaches to address and resolve operational issues or inquiries.

• BA/BS 4-Year Degree or equivalent experience

• FINRA Series 7

• 7 years' experience working in the financial services industry in a relationship management/sales capacity

• ACC, RCC, PCC, MCC or other industry designations a plus

• Excellent relationship building and interpersonal skills

• Strong verbal and written communication skills

• Strong organizational skills and ability to work independently in the designated region

• Attention to detail and follow-up skills required

• Proficiency with Microsoft Office Suite

• Approximately 50%-75% travel

• Bilingual proficiency in English and Spanish is a plus, but not required

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.We expect the salary for this position to range between $110,000 - $140,000.

#LI-Hybrid

#MID_SENIOR_LEVEL

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.

Highlights of our benefits include:

• Three weeks paid time off the first year

• Medical, dental and vision insurance

• 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits

• Employee Stock Investment Program

• Reimbursement for certain education expenses

• Purchase of company funds with no sales charge

• Onsite fitness center and recreation center*

• Onsite cafeteria*

*Only applicable at certain locations

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.

At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do.

So whether you're just starting your career journey, are well on your way, or are seeking a new direction, you''ll find the support you need to grow your career with us.

Come, join us, and help us shape the future of the global asset management industry!