Advisory & Relationship Specialist recruitment
Franklin Resources, Inc. [NYSE:BEN], is a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management solutions managed by its Franklin, Templeton, Mutual Series and Fiduciary Trust investment teams. The San Mateo, CA-based company has more than 60 years of investment experience and over US$ 725.7 billion in assets under management as of 31 March 2012.
The incumbent is required to:
- Serve as primary point of contact globally to our Sales channels, Client Services, Consultant Relations and Marketing (Non-U.S. Local Marketing and U.S. Global Product Marketing) providing training and technical support around process/system/workflow tools as well as customer service issue resolution.
- Liaise with and serve as a subject matter expert (SME) for global clients providing product, platform, and business line knowledge, including valuable insight on the most efficient solution to fulfill marketing material requests.
- Provide platinum-level customer service through development and maintenance of strategic relationships with key business resources, project stakeholders, and global business partners.
- Analyzes on-demand client requests, determining available resources and collaborating with key stakeholders to effectively direct global clients to the most efficient and effective solution for their marketing material needs.
- Interacts professionally with global clients and business partners (i.e. Global Product Marketing, Global RFP, Advisory Services and Retirement Marketing, etc.) to clearly understand ongoing business needs and goals.
- Onboards new client and business partner relationships globally, reaching out to advertise our services and express departmental competencies and scalability.
- Reviews and fulfills on-demand standard global client requesters as well as reviews and assigns custom and ad hoc/other marketing materials to global client requests to maintain deliverables, resources and costs.
- Manages the requests fulfillment site by ensuring accurate scheduling, naming conventions, categorizations, assignees, and project/task communications inputs so requests are in real time.
- Provides analysis of workflow procedures, systems, and tools, recommending efficiencies to achieve optimal productivity.
- Provides cross-functional support during peak update schedules as well as for special projects and departmental initiatives.
Qualifications:
- Bachelor’s degree in Marketing, Sales or Business Administration
- Minimum 5-7 years of relevant experience in a financial industry working in a business, marketing, project management or client service management environment
- FINRA Series 6, CFP or equivalent would be beneficial
- Proven success in marketing materials management to drive quality, productivity, and responsiveness to business/client needs
- Exposure to multiple global business partner types (i.e., Institutional, Retail, non-U.S.) as well as experience with cross-functional and multi-channel teams (i.e., sales/marketing, client service, management, legal, performance, data) at all levels.
- Strong knowledge of creating training plans and materials as well as training methods
- Ability to build, maintain, and enhance cooperative working relationships and work across a global, multi-product line organization
- Ability to foster a strong service-orientation and serve in an advisory capacity so can provide direction to global client and business partners
- Ability to manage conflict, challenge others whilst remaining as a role model/mentor and flexible to new and changing situations
- Effective and persuasive interpersonal and communication skills as well as excellent listening and negotiating skills.
- Independent, excellent problem solving skills following established policies and procedures. Will act as a central; resource for global clients and team members in regards to problem resolution, troubleshooting, and creative brainstorming
- Advanced organizational, time management, customer service, and administrative skills
- Strong analytical and project management skills
- Excellent PC skills knowledge including advanced use of Microsoft Office products (especially PowerPoint and Excel)
- Solid proofreading skills
- Detail oriented able to maintain confidentiality
- May be required to travel to and from FTI offices
We offer a competitive salary and other excellent fringe benefits to the right candidate. Please send in your application to jobasia@templeton.com with a full resume in MS Word format and photo, including present and expected salary in confidence by 22 May 2012.
Candidates are welcome to visit our web site to find out more about our company: http://www.franklintempleton.com
We regret that only short-listed candidates will be notified.
April 19, 2012
• Tags: Advisory & Relationship Specialist recruitment, Asset Management careers in the Singapore • Posted in: Financial