Head of Global Institutions

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 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!

Lead end-to-end global business development efforts, define and execute commercial strategy, Global Institutions Programs (conferences/training), high-value client relationships across Insurance, Asset Managers / Exchanges and Liquidity segments worldwide.

Key Responsibilities

Strategic Planning & Market Expansion

• Develop and implement a global go-to-market strategy targeting Insurance, Liquidity and Asset Manager / Exchanges segments, aligning with growth and profitability targets.
• Monitor and interpret market trends, regulatory changes, and competitor activity to pivot strategies and maintain competitive positioning.
• Set segment-specific goals for client acquisition, revenue growth, and deployment of new product offerings.

Business Development & Revenue Generation

• Identify and secure new business across global Insurance and Liquidity clients (corporates, financial institutions, insurers), leveraging strong pipeline management and sales discipline.
• Lead RFPs, RFIs, deal structuring, and pricing negotiations to win new mandates.
• Collaborate with product, treasury, risk, investment, and operations teams to deliver integrated solutions.

Commercial Strategy & Product Innovation

• Define and monitor KPIs tied to segment commercial performance—revenue, client satisfaction, market share.
• Influence new product and channel development, collaborating closely with Product Management to capture unmet client needs.
• Integrate digital and fintech solutions into Insurance and Liquidity product suites, enhancing client value and adoption.

Client Relationship Leadership & Service

• Serve as trusted advisor to C-suite and decision-makers at target clients (e.g., insurers, reinsurers, institutional investors).
• Manage key account relationships, anticipating needs and delivering service excellence; oversee execution through regional teams.
• Maintain consistent dialogue with global centers of influence (COIs), industry bodies, and associations to elevate firm visibility and capture business opportunities.

Team Leadership & Internal Collaboration

• Lead cross-functional teams dedicated to Insurance and Liquidity segments; provide coaching, performance oversight, and professional development.
• Partner with Marketing to design and launch targeted campaigns, events, thought leadership content, and webinars.
• Drive alignment across global regions by sharing best practices, coordinating with risk/compliance teams, and ensuring operational readiness.

Ideal qualifications

• Bachelor's degree in Finance, Economics, Business, or related field; MBA or advanced degree preferred.

• 8–12+ years in global business development, strategic leadership, or commercial roles within financial services—with extensive exposure to insurance or liquidity products.
• Demonstrated success in originating and closing large-scale institutional mandates and complex sales cycles.
• Strong commercial acumen in product positioning, competitor analysis, pricing, and deal structuring.
• Deep grasp of Insurance (underwriting, risk distribution, channel strategy,) and Liquidity (treasury, cash management, money-market, real-time liquidity).
• Proven relationship-building and consulting skills with senior stakeholders, including board-level clients.
• Excellent analytical mindset backed by market insight and data-driven decision making.
• Skilled in cross-border or multi-regional deal coordination.
• Outstanding leadership, communication, presentation, and negotiation skills.

Desirable

• Exposure to ESG-focused insurance/liquidity products.
• Established network within Insurance or Treasury communities.
• Certifications such as CFA, CFP, FRM, or treasury-related credentials.

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recogni