Client Relationship Manager

Adviser Relationship Management – deepen and strengthen financial advisor relationships in conjunction with the NSW and QLD Sales Directors

Licensee, Platform and Research Consultant Support – Assist the broader sales team with ongoing account management for dealer groups, retail consultants and platforms.

Client Engagement Strategy – Develop structured engagement plans to increase adviser penetration and product adoption including working with internal stakeholders on the CRM

Work closely with the Head of Retail Sales and Consultants to maximise key client account sales and ongoing relationship management

Collaborate with cross‑functional teams to meet client needs

CRM lead for retail sales team

Experience, Education & Certifications:

Degree in Commerce, Economics, Business, or a related discipline.

Minimum 7 years’ experience in funds management, private wealth, or intermediary distribution

Experience with customer relationship management systems is beneficial.

Private markets experience is beneficial

Strong technical understanding of investments, managed funds, SMAs, model portfolios, and platform architecture.

Strong analytical and problem‑solving skills

High attention to detail and comfort working with data

Excellent communication skills

Ability to build relationships with internal and external stakeholders

Proven ability to manage adviser relationships and influence investment selection decisions

Collaborative working style.

Client-first approach.

Proactive, organised, and adaptable approach.

Ability to manage multiple tasks in a fast-paced environment.

Ability to prioritise effectively.

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Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.