Sales and Platform Support Manager at Franklin Templeton supporting sales and client relationships. Enhancing efficiency and processes across the distribution team in Australia.
Responsibilities
Enhance efficiency by improving sales reporting and CRM systems
Work closely with sales personnel to provide support for sales of Franklin Templeton investment solutions
Lead and manage complex data and workflow relating to external platform relationships
Collaborate with cross‑functional teams to meet client needs
Preparing materials for Portfolio Manager roadshows
Enhance and execute processes across distribution team
Requirements
Degree in Commerce, Economics, Business, or a related discipline.
2–3 years in funds management or investment consulting.
Background in finance or business is advantageous.
Experience with customer relationship management systems is beneficial.
Strong verbal and written communication skills.
Ability to build relationships with internal and external stakeholders.
High attention to detail and comfort working with data.
Strong analytical and problem‑solving skills.
Ability to manage multiple tasks in a fast‑paced environment.
Ability to prioritise effectively.
Collaborative working style.
Proactive, organised, and adaptable approach.
Benefits
employee well-being
multidimensional support for a positive and healthy lifestyle
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