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Practice Management Consultant

Company: Franklin Templeton
Location: Bridgeport
Posted on: November 25, 2022

Job Description:

At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.What is the Practice Management Consulting team responsible for?Our Practice Management Consulting team brings experienced financial services business knowledge and best practices adoption to our Advisors in critical areas including:

  • Leadership Development
  • Formulating a Strategic Plan
  • Establishing Roles & Responsibilities
  • Team & Client Communication
  • Business Development and OptimizationWhat is the Practice Management Consultant responsible for?This motivated leader will continue to assist and support top Financial Professionals to accelerate their business. We are seeking an experienced professional with a proven track record of practice management strategy, coaching, live and virtual facilitation.
    What are the ongoing responsibilities of a Practice Management Consultant?
    • Travel to partner firm offices for focused consulting and live facilitation events designed to help Financial Professionals develop their business while deepening our relationship with partner firms
    • Engage with Advisors and their teams regularly to build rapport and develop strong knowledge of their needs
    • Understand the value-add offering of internal departments and position appropriately when client facing
    • Work with the Marketing Department to craft promotional messaging and support for internal programs, as needed.
    • Attend firm-wide events on a national, regional, and local level.
    • Create innovative approaches to address and resolve operational issues or inquiries.What ideal qualifications, skills & experience would help someone to be successful?
      • BA/BS 4-Year Degree (preferred)
      • FINRA Series 7 (add requirements)
      • Additional certifications (open) preferred
      • 10+ years' experience working in the financial services industry in a relationship management / sales capacity
      • Excellent relationship building and interpersonal skills
      • Strong verbal and written communication skills
      • Strong organizational skills and ability to work independently in the designated region
      • Attention to detail and follow-up skills required
      • Proficiency with Microsoft Office Suite
      • Approximately 50%-75% travelIf this position will be performed in whole or in part in New York City or Connecticut, the base salary range is USD 155,700 - 183,200. Base pay offered may vary depending on job-related knowledge, skills, and experience.#LI-USWhat makes Franklin Templeton unique?In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.Highlights of our benefits include:
        • Three weeks paid time off the first year
        • Medical, dental and vision insurance
        • 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
        • Employee Stock Investment Program
        • Tuition Assistance Program
        • Purchase of company funds with no sales charge
        • Onsite fitness center and recreation center*
        • Onsite cafeteria**Only applicable at certain locations
          We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, "I AM Franklin Templeton".Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing 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. We invite you to visit us at Franklin Templeton Careers to learn more about our company and our career opportunities.Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

Keywords: Franklin Templeton, Bridgeport , Practice Management Consultant, Executive , Bridgeport, Connecticut

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