Client Portfolio Associate – International Equities

Franklin Templeton•Stamford, FL

1d•Hybrid

About The Position

The Client Portfolio Associate is a member of the North American Client Portfolio Manager (NACPM) team within the Business Development Group (BDG). This role supports the team’s sales-related and client service activities across all distribution channels in the United States and Canada. The position will play an important role in facilitating both internal and external engagement across TGI’s global equity platform. The BDG partners with Franklin Templeton’s Global Client Group to promote and position Templeton Global Investments (TGI) capabilities focused on a robust range of global, international, and emerging market equities while also supporting client service needs. BDG is a global team with responsibility across regions worldwide.

Requirements

Requires a Bachelor’s degree with 5–7 years of relevant experience in international equities and retail/institutional sales.
Understanding of equity markets (global), investing, and portfolio management; international and emerging markets experience preferred.
Experience in sales, investments, or an analytical role is preferred.
Strong sales, presentation, and communication skills.
Proficiency in Microsoft Office, including strong Excel skills.
Collaborative mindset with the ability to work effectively across functions and independently.
Strong written and verbal communication skills across technical and non-technical audiences.
Detail-oriented with strong analytical skills and sound judgment.
Resourceful and energetic, with the ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

FINRA Series 7 and 63 licenses preferred, or the ability to obtain them shortly after hire, with training provided for eligible candidates.
Progress toward the CFA designation—or an interest in pursuing it—is a plus.

Responsibilities

Support sales and client service activities across U.S. and Canadian distribution channels.
Develop strong knowledge of TGI strategies and vehicles to support prospecting and client relationship management.
Build relationships with the internal sales desk and select retail channels to deliver timely information and address strategy-related inquiries.
Support the internal sales consultant channel.
Analyze segmentation and other datasets to identify and prioritize business opportunities.
Monitor product availability across key broker-dealer platforms to identify market opportunities.
Ability to translate portfolio holdings, characteristics, and data into actionable sales ideas.
Create and deliver timely portfolio and market updates through email and Teams.
Support product positioning and broader sales initiatives across all channels.
Partner with portfolio specialists, investment writing, and broader TGI teams to develop portfolio narratives, thought leadership, and client-facing collateral.
Coordinate with portfolio specialists to analyze the competitive landscape and position TGI strategies with platforms and advisors.
Collaborate with the NACPM team to identify institutional relationships and strategic opportunities across channels.

Benefits

Annual discretionary bonus
401(k) plan with a generous match
Recognition rewards
Comprehensive benefits package
Competitive healthcare options
Insurance
Disability benefits
Employee stock investment program
Learning resources
Career development programs
Reimbursement for certain education expenses
Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
Motivational well-being program
Three weeks of PTO in your first year
Competitive medical, dental, and vision insurance
401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
Learning Education Assistance Program (LEAP)
Opportunity to purchase company funds with no sales charge