Full Job Description
Institutional Business Development Manager-706553
ClearBridge Investments is a leading global equity manager with over $184 billion in assets under management. The firm is committed to delivering long-term results through active management. We have followed this approach for more than 50 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward. Our investment decisions are supported by a robust research platform that conducts in-depth fundamental analysis of individual securities. We integrate environmental, social and governance (ESG) considerations into our fundamental research process in all our investment strategies. As an ESG investor for over 30 years, ClearBridge remains at the forefront among asset managers in promoting and communicating the benefits of including ESG factors when selecting investments and building portfolios.
Owned by Franklin Templeton, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, London, San Francisco, Sydney and Wilmington. ClearBridge Investments has been named by Pensions & Investments Magazine (P&I) as one of the Best Places to Work in Money Management for the ninth year in a row. These awards reflect the Firm's diverse and inclusive culture, spirit of collaboration, work/life balance and our ongoing investment in our employees.
At ClearBridge, we believe that diversity and inclusion is essential to our success as an organization. We benefit from the sharing of different perspectives and our varied experiences. ClearBridge is proud to be a diverse company that promotes integrity, respect and teamwork and encourages new ideas and viewpoints. Our commitment to diversity and inclusion is demonstrated through our various recruitment efforts, employee programs, charitable and volunteer efforts.
ClearBridge Investments is looking for an energetic and collaborative individual to partner with our team to continue to grow our institutional business within North America and build a career at the firm over a long-term period. This person should be passionate about equity investments, as partnering with the investment and product specialist teams to differentiate our strategies for institutional prospects will be a key area of execution. Strong familiarity and real-world execution with institutional databases and how to link with our CRM to help segment and profile potential buyers of our strategy is another key differentiating attribute of the role. Finally, an ability to connect with both external clients and prospects as well as internal partners, is critical for the role.
Develop a strategy to deepen relationships with more global consulting firms and plan sponsors via a data driven vs pure relationship approach
Cover consultants and plan sponsors not currently covered by the existing team, as well as collaborate with team members on key global/national firms based on assessment of fit with existing team members
Serve as a conduit/investment expert to work with marketing/investments/specialist team to distinguish and position key strategies to the marketplace
Provide ideas on how to engage with key institutional clients and prospects on non-product thought leadership
Bachelor’s degree with MBA and/or CFA preferred
10+ years of experience in the investment industry, including external facing experience and proven success with clients
FINRA registration, including Series 7, 63 or successful completion of exams within 6 months
Strong investment acumen, specifically public markets investments
Strong use and strategy around CRM system (firm currently uses salesforce) and how to more efficiently reach clients using technology
Excellent written, verbal and interpersonal communication skills
Strong time management skills
Ability to think of success as a collective versus as an individual
Significant travel (likely 30%+ of role)
Our employees have access to a competitive and valuable set of Total Rewards. Our Total Rewards include:
Health, wellness and risk benefits to protect employees and their families
Retirement savings, stock purchase and other incentive programs to help employees plan for the future
Holiday, paid-time-off and other employee programs that support work-life balance
Support for pursuing certifications, external education and degree programs
Learning, development and career advancement opportunities
Ways to get involved in, and give back to, our communities, including paid time off for volunteering and charitable donation matching
ClearBridge 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.
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.
JOB FUNCTION: Specialist Investment Management Profiles
PRIMARY LOCATION: United States-New York-New York