- Participate in meetings with Sales Leadership and National Accounts to document key discussion topics, keep track of next steps/action items and coordinate follow up meetings.
- Partner with Business Managers and National Accounts to plan and coordinate Events including Due Diligence Meetings, Roadshows, Conferences, Internal sales meetings, etc.
- Assist in assessing sales and activity trends and results to keep a pulse on opportunities and challenges across US Wealth Management.
- Assist Business Managers in planning and documenting US Wealth Initiatives, including but not limited to the following:
- Product launches
- Firm specific initiatives or campaigns
- Leads
- Collaborate and coordinate with cross functional partners in Distribution Intelligence, Marketing, Training, etc. to progress initiatives.
- Assist with writing and coordinating ongoing communications within US Wealth Management including the WM Weekly email and Teams communications.
- Assist in the preparation of materials/slide decks for a wide range of audiences including executive committee members, investment managers, sales leadership, national accounts and SIMs.
- Organize and track key deliverables for the Business Management team
- Track team meeting agenda items, status and next steps to ensure the team is executing against key priorities.
- Identify best practices for continuous improvement and operational efficiency within the Business Management team.
- Bachelor's Degree
- Minimum of 3-5 years industry experience preferred with understanding of the investment industry;
- Project management experience;
- Excellent verbal and written communication skills;
- Proficient with Excel, Word, PowerPoint and Teams
- Ability to collect, analyze and interpret data sets;
- Motivated and proactive self-starter who can deal with changing requirements in a fast-paced environment;
- A team player with excellent interpersonal skills, excellent time management and efficiency skills;
- Comfortable with managing a high volume of requests with timely turnaround
- 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
- Onsite fitness center and recreation center*
- Onsite cafeteria*
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Analyst, Channel Strategy - Dorchester Center, United States - Franklin Templeton Investments
Description
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
What is the Analyst, Channel Strategy & Execution responsible for?
Franklin Templeton US Wealth Management Strategy and Execution team is seeking an exceptional candidate to join the Business Management team. The Business Analyst will play a key role working with Business Managers, Sales Leadership, National Accounts and the COO of US Distribution in all aspects of running the US Wealth Management business.
What are the ongoing responsibilities of an Analyst, Channel Strategy & Execution?
Business Management Support:
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.
Highlights of our benefits include:
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 to search for or apply for one of our positions, please send an email to [redacted]. In your email, please include the accommodation 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.
