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!

What is the Institutional Business Development Associate responsible for?

You will be part of the UK sales function, specifically a member of the Sales Support and Business Development team, providing efficient and effective presales support, and relationship management to our clients and prospective clients in the UK Institutional channel.  You’ll work closely with the Institutional Client Directors, Head of Sales Support and other members of the sales support and business development team responding to sales, product, operational and business administration enquiries from professional institutional investors. You will also be expected, in time, to take on clients of your own and develop relationships, proactively over the phone, email or face to face. You will also be expected to lead or partake in departmental projects and to support our wholesale clients from time to time.

What are the ongoing responsibilities of the Institutional Business Development Associate?

Core Responsibilities

Provide pre-sales support and relationship management to UK institutional clients.

Generate and customise sales pitch materials using Seismic, SharePoint, and product teams.

Support the production of pitchbooks, sales decks, and client-facing presentations.

Assist with prospect meeting follow-ups and develop early-stage leads into pipeline opportunities.

Research new prospects in emerging areas such as insurance and defined contribution.

Co-ordinate materials for Portfolio Manager meetings, due diligence, finals presentations, and client reviews.

Maintain client data in Microsoft Dynamics and ensure mailing lists are up to date.

Strategic Responsibilities

Ensure opportunities pipeline is updated and accurately reflects sales progress.

Develop and maintain Growth Action Plans and account plans for key clients.

Monitor client news and reports, updating engagement strategies accordingly.

Anticipate and respond to client strategy performance questions with internal partners.

Support the team with Request for Proposals and pitch processes.

Manage RFP projects, liaising with stakeholders across the business.

Support drafting and reviewing RFPs, ensuring timely delivery to clients.

Teams & Collaboration

Work closely with Institutional Client Directors and Head of Sales Support.

Collaborate with sales support, sales, marketing, product, and portfolio management teams.

Participate in departmental projects and support wholesale clients as needed.

Lead or support internal events with Client Directors and Marketing.

Co-ordinate ad-hoc events, webinars, and external conferences.

Ensure effective follow-up and administration for all events and meetings.

Join bi-weekly or monthly account reviews with Client Directors.

What ideal qualifications and experience would help someone to be successful?

University degree preferred but not required.

IMC required - support provided to gain qualification.

Excellent research and analysis skills.

Ability to communicate and interact well with all levels, both internally and externally

Excellent oral and written communication skills.

Customer service focus with an ability to be flexible with client needs dictating required focus.

Proficiency with Microsoft Office applications, including Excel, PowerPoint, and Word.

Ability to make independent decisions, with little supervision whilst working with integrity and focusing on delivering quality results.

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

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you 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. 

As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.

As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively. 

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 accommodations@franklintempleton.com. 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 requests for arrangements will receive a response.