Practice Management Consultant

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!

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 Practice Management Consulting team responsible for?

Our Practice Management Consulting team brings experienced financial services business knowledge and best practices adoption to our Advisors in critical areas including :

Leadership Development

Formulating a Strategic Plan

Establishing Roles & Responsibilities

Team & Client Communication

Business Development and Optimization

What is the Practice Management Consultant responsible for?

This motivated individual will continue to assist and support top Financial Professionals to accelerate their business. We are seeking an experienced professional with a proven track record of practice management strategy, coaching, live and virtual facilitation.

What are the ongoing responsibilities of a Practice Management Consultant?

Travel to partner firm offices for focused consulting and live facilitation events designed to help Financial Professionals develop their business while deepening our relationship with partner firms

Engage with Advisors and their teams regularly to build rapport and develop strong knowledge of their needs

Understand the value-add offering of internal departments and position appropriately when client facing

Work with Marketing to craft promotional messaging and support for internal programs, as needed.

Attend firm-wide events on a national, regional, and local level.

Create innovative approaches to address and resolve operational issues or inquiries.

What ideal qualifications, skills & experience would help someone to be successful?

BA / BS 4-Year Degree or equivalent experience

FINRA Series 7

7 years’ experience working in the financial services industry in a relationship management / sales capacity

ACC, RCC, PCC, MCC or other industry designations a plus

Excellent relationship building and interpersonal skills

Strong verbal and written communication skills

Strong organizational skills and ability to work independently in the designated region

Attention to detail and follow-up skills required

Proficiency with Microsoft Office Suite

Approximately 50%-75% travel

Bilingual proficiency in English and Spanish is a plus, but not required