Alternative Investments Sales Director

Alternative Investments Sales Director

Requirements

• 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 Broker Dealer channels of distribution; relationships with BDs 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 Broker Dealer 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

Responsibilities

• Prospecting Broker Dealer 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 Broker Dealer 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

Preferred Qualifications

• 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