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Client Relationship Manager
senior · Asset Management
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
We are looking for a Client Relationship Manager to join the retail sales team in Sydney, Australia. This role is responsible for managing and expanding relationships across the retail intermediary market including financial advisers, private banks, dealer groups, research consultants and platforms. The role blends deep investment knowledge with strategic relationship management, ensuring advisers receive high‑quality insights, product expertise, and proactive support. The focus is on strengthening existing relationships, improving adviser engagement, and supporting distribution strategy.
How You Will Add Value?
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
What will help you be successful in this role?
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
Technical Knowledge:
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
Relationship Management & Communication:
Excellent communication skills
Ability to build relationships with internal and external stakeholders
Proven ability to manage adviser relationships and influence investment selection decisions
Professional Attributes:
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.