About this role
Senior Relationship Manager at Franklin Templeton. Location: New York, New York, United States. Role: Client education, Estate planning, Investment management Requirements: 10+ years in relationship management within financial services; CFP or CTFA preferred; trust administration knowledge; ability to manage large, complex accounts; strong interpersonal, analytical, and organizational skills. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, ctfa Commitment: Full Time Workplace: Hybrid Languages: English