What is the ETF Business responsible for?

Franklin Templeton launched its first ETFs in Europe back in 2017 focussing on Smart Beta strategies initially but also looking at Active ETFs and plain-vanilla building blocks to give investors a panel of solutions depending on their objectives.

This is a new initiative for our business which is deeply committed to make it a success.

This is a new position based in London focusing on leveraging our existing relationships at Franklin to sell our ETF proposition but also to identify pure ETF buyers and cover clients directly.

The Senior ETF Sales will work very closely with the existing Generalist Sales Team but also with our existing ETF Sales Team on the ground and will report into the Head of ETF Development EMEA.

What are the ongoing responsibilities of ETF Sales UK?

  • Being the ambassador of our ETF business in the UK (position based in the London office). Actively cover UK clients (prospection and developing further existing relationships)
  • Handover from existing Senior ETF Sales who is going on maternity leave and reviewing existing pipeline of opportunities. The position is permanent and not a maternity coverage.
  • Redefining target segment and prospects where appropriate and working closely with the existing local Sales Team to do so.
  • Building strong relationships with the existing Sales Teams ensuring smooth communication about any aspect of our ETF business.
  • Hosting and attending meetings with prospects and supporting the management of all aspects of opportunity and prospect qualification process.
  • Maintaining and ensuring a high degree of accuracy of prospect information and sales activity on the CRM system
  • Defining which industry events and in-house ones would support the ETF initiative in your local market. Attend and represent the firm at those chosen events.
  • Ensuring full compliance with regulatory requirements
  • Ensuring that channels of communication are open between the various teams: products, sales, marketing, capital markets in the various geographies.
  • Build awareness around our ETF initiative both internally by training existing generalist team and externally by building our profile with clients, journalists and at industry events.
  • Demonstrate initiative in the effort to develop and improve sales and marketing materials (i.e. pitch books, presentations and other sales materials)
  • Participate to the product launch pipeline and help define the type of ETFs we need to launch for the year.

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

  • Bachelor’s degree ideally within the field of Finance and/or economics or equivalent work experience
  • Proven professional experience in the ETF field required
  • Ideally CFA or equivalent qualification
  • Strong understanding of the financial market in the UK preferably and knowledge of the following segments: Discretionary Managers, Family Offices, Asset Managers, Banks.
  • Able to demonstrate knowledge of consultative selling skills and an ability to work alongside existing Sales Teams.
  • Good working knowledge of the investment industry and investment management techniques
  • Excellent verbal and written English communication skills.
  • Desire and ability to network and leverage opportunities within market
  • Ability to navigate complex organisations on multi levels / geographies and build internal networks
  • Results focused and a self-starter
  • Strong team player with the ability to use own initiative

Source: for more information click here.

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