
5001 - 10000 employees
Founded 1947
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Franklin Templeton is a global investment management organization that focuses on delivering innovative solutions to meet the investment needs of clients. With a long history of fund management, Franklin Templeton offers a range of investment strategies that emphasize various asset classes and regions. The company is dedicated to ensuring clients' privacy and providing personalized experiences through its online platforms.
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5001 - 10000 employees
Founded 1947
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Franklin Templeton is a global investment management organization that focuses on delivering innovative solutions to meet the investment needs of clients. With a long history of fund management, Franklin Templeton offers a range of investment strategies that emphasize various asset classes and regions. The company is dedicated to ensuring clients' privacy and providing personalized experiences through its online platforms.
• Drive sales growth and raise assets within the Southeast territory • Demonstrate subject matter expertise in direct indexing and custom indexing • Partner with Franklin Templeton generalist sales teams to sell to Wirehouse, Independent, Bank, and Regional financial advisors • Collaborate across OSAM and Franklin Templeton organizations • Work with Client Service, Portfolio Management, Operations, Technology, and Relationship Management teams • Travel 50–75%
• 10+ years of asset management distribution or specialist experience • 3+ years of direct indexing experience and deep understanding of the competitive landscape • Demonstrated success selling to financial advisors • Experience with separately managed accounts (SMAs) • Comfortable working with and explaining advanced technological solutions • Effective facilitator of innovation • Excellent communicator, including comfort with main stage presentations • Passion for collaborating with financial advisors and improving their businesses • Keen curiosity and ability to understand investment processes and practices in detail • Ability to work independently and collaboratively with a team • Willingness to travel 50–75%
• Discretionary bonus • 401k plan • Health insurance • Other perks • Welcoming, inclusive, and flexible culture • Opportunities to reach your potential and grow your career
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