Business Development Director - South West

Requirements

• Investment Management Certificate (IMC) or equivalent qualification.
• Strong knowledge of the UK wholesale and global investment markets.
• Proven sales success within the South West intermediary market.
• Demonstrated performance at Business Development Manager level or above.
• Technical Skills
• Confident use of investment research and client insight tools.
• Soft Skills
• Clear, credible communication with investment professionals.
• Strong relationship-building and presentation capability.
• Self-motivated, well organised and commercially driven.
• Work Schedule & Location
• This role will be based remotely in the South West region, with an expectation of travel to London once a month to meet with wider team.
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• Experience our welcoming culture and reach your professional and personal potential!
• Hear more from our employees
• Learn more about the wide range of benefits we offer at Franklin Templeton
• As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexib

Benefits

Additional Information

At Franklin Templeton, we're advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! About the department The UK Wholesale Sales team drives asset growth by building long-term partnerships with professional intermediaries across the UK and Ireland, Malta, IOM and the Channel Islands. The team works collaboratively with senior sales leadership, product specialists and marketing to expand market coverage, strengthen existing client relationships and develop new opportunities. This is a commercial, externally focused environment where high-performing individuals can build influence, deepen market expertise and directly impact business growth. This role will focus on the South West region and will be based remotely in the area, with an expectation of some travel to London to meet with wider team How you will add value Core Responsibilities Promote our products (UK OEIC and overseas SICAVs, ETFs, Private Markets, Fund Solutions) to professional intermediaries through in-person meetings and remotely. Manage and grow the South West and surrounding regions through in person and Teams meetings, Fund manager events & roadshows etc.. Generate new business while helping mitigate client redemption risk. Ensure all activity meets internal and external regulatory requirements. Strategic Responsibilities Contribute to sales strategy discussions and regional growth planning. Support delivery of individual and team sales targets. Team & Collaboration Work closely with sales support to maintain accurate CRM records. Partner with marketing, communications and investment teams on client activity. What will help you be successful in this role

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