RIA Client Marketing Director

Responsibilities

• Develop and lead strategic client marketing
• Partner closely with US Wealth Marketing, Sales and Strategic Accounts leadership to develop marketing strategies for priority RIA, Private Bank and wealth platform relationships, grounded in each client’s business priorities, audience needs and growth opportunities.
• Serve as a senior, client-facing marketing partner, building trusted relationships with key contacts across partner firms and representing Franklin Templeton marketing in strategic planning, business reviews and joint working sessions.
• Lead cross-functional teams through influence to translate client and business priorities into coordinated engagement across content, digital, email, web, multimedia, events, sponsorships, sales enablement and other relevant channels.
• Contribute to resource and budget decisions, helping prioritize investment against the highest-value client and commercial opportunities.
• Identify opportunities to strengthen Franklin Templeton’s relevance within partner firms by connecting our investment capabilities, insights and solutions to the needs of advisors, bankers, investment teams and end clients.
• Continuously evaluate relationship marketing plans and client engagement to determine effectiveness, surface insights and evolve the strategy throughout the year.
• Act as a strategic connector across Marketing, Sales, Strategic Accounts, Investment Marketing, Digital, Product and other teams to ensure client opportunities are approached holistically.
• Bring a strong point of view to senior-level discussions, using client insight, market knowledge and sound judgment to shape recommendations and priorities.
• Drive alignment across stakeholders and workstreams without relying on formal authority, creating clarity around objectives, roles, decisions and next steps.

Requirements

• Bachelor’s degree or equivalent experience
• 10+ years’ experience in financial services, preferably spanning marketing, distribution, strategic accounts, client strategy or a related function
• Demonstrated expertise in the US wealth market, including meaningful experience working with RIA, Private Bank and/or wealth platform channels and an understanding of their business models, decision makers and advisor/client needs
• Strong client-facing experience and executive presence, with the ability to build credibility with senior internal and external stakeholders
• Proven ability to lead complex, cross-functional work through influence; direct people-management experience is a plus, but not required
• Strategic, creative and commercially oriented mindset, with the ability to connect client needs to business opportunities and translate strategy into action
• Series 7 and 63 desired; Series 24 a plus
• Strong collaboration, communication and stakeholder-management skills, with high attention to detail and a proactive approach

Preferred

• Series 24 a plus

Benefits

• Paid Time Off: Three weeks of PTO in your first year
• Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
• Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
• Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
• Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
• comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.