Wisconsin Licensed VP, Market Leader
Job Summary
To drive business growth and enhance brand awareness, the full-time Wisconsin Licensed VP, Market Leader will leverage client relationships within the greater Milwaukee area, focusing on the broker/dealer community while applying expert knowledge of financial services and Franklin Templeton's offerings.
Key responsibilities
- Increases assets under management by attracting new clients and retaining existing ones through tailored investment solutions
- Anticipates client needs and adapts territory business plans based on market conditions to achieve sales goals
- Maximizes internal and external networks to deepen client relationships and provide expert investment advice
Required qualifications
- 8 to 12 years of related sales experience
- Series 7 and 63 licenses required; CIMA and/or CFA preferred
- Extensive knowledge of investment strategies and macroeconomic principles
- Experience with investment vehicles such as SMAs, ETFs, and Alternatives
- Familiarity with platforms like RPM and UMA
Complete Job Description
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