Alts RIA External - various locations

At Franklin Templeton, everything we do is focused on one thing delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge.

Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries.

For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What is the Alternatives group responsible for?

Franklin Templeton began the decade under the leadership of Jenny Johnson, who became President and CEO in February of 2020 and led the acquisition of several companies to propel the firm into a new phase of growth, including the largest and most significant acquisition in the company's history, Legg Mason.

Legg Mason and its specialist investment managers added differentiated capabilities to Franklin Templeton's existing investment strategies, bringing notable leadership and strength in core fixed income, active equities, multi-asset solutions, and alternatives, a key growth area.

A concentrated focus on alternatives led to the more recent announcement of Franklin Templeton's acquisition of Lexington Partners, a leader in secondary private equity and co-investments.

With the closure of the Lexington and Alcentra transactions, the firm includes top-tier specialist investment managers across all key alternative categories : private and alternative debt, unconstrained and hedge strategies, real assets, real estate, infrastructure, private equity, and venture.

As of November 1, total alternative assets under management total $260 billion.

Franklin Templeton's diverse collection of alternative specialist investment managers (SIMs) includes :

• Benefit Street Partners (BSP) a leading credit-focused alternative asset management firm investing across a range of illiquid and liquid credit strategies;
• Clarion Partners a pure-play real estate investment manager offering strategies across the risk-return spectrum;
• Lexington Partners a leader in secondary private equity and co-investments;
• K2 Advisors (K2) a global investment manager covering all aspects of hedge fund and liquid alternatives investing;

What is the Director, Alternative Investments responsible for?

Franklin Templeton Alternative Investments is seeking an exceptional candidate to join the FT Alternative Investments Sales team.

A highly motivated, self-starter with a strong desire to be on the ground floor of creating opportunity for a new product line-up is required.

This individual will work closely with other Franklin Templeton sales teams and will be primarily responsible for increasing assets under management for retail funds at Clarion Partners, Benefits Street Partners.

Lexington Partners and K2 Advisors. The Director, Alternative Investments will be focused on prospecting for RIAs utilizing alternative investments in the RIA & Bank Trust clients .

Strong partnering skills with internal colleagues and resources will be integral to building a successful sales territory.

The Director, Alternative Investments must be willing to learn and grow, have a strong work ethic, a sense of urgency, be prepared, and execute on a territory specific business plan to launch sales quickly with the highest level of integrity and professionalism.

The cornerstone of this sales process is asking questions and listening, providing relevant information and insight, and always putting the interest of the adviser and client first.

What are the ongoing responsibilities of a Director, Alternative Investments?

Prospecting RIA & 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

Develop and build long-term productive relationships with RIAs & Bank Trust clients

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 FT 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 activity in the field

Own sales performance and sales goals

Manage a large territory effectively, schedule meetings, and plan travel

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

Bachelor’s degree, preferably in Finance or Business

MBA preferred

Minimum 5 years of experience in an external sales capacity

CAIA, CFA or CIMA preferred

Proven success and relationships with RIA & Bank Trust channels of distribution; relationships with RIAs utilizing alternative investments are preferred

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

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

Current FINRA Registrations preferred : Series 7, 63

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

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 USD $200,000 $230,000.

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

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

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and .

An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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.

We invite you to visit us at to learn more about our company, career opportunities and recruitment process.

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