Internal Wholesaler, Alternative Investments (RIA)

Franklin Templeton • Boston, MA

8d • $75,000 - $85,000 • Hybrid

About The Position

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! What is the Alternatives group responsible for? Franklin Templeton began the decade under the leadership of Jenny Johnson, who became President and CEO in February of 2020 and led the acquisition of several companies to propel the firm into a new phase of growth, including the largest and most significant acquisition in the company's history, Legg Mason. Legg Mason and its specialist investment managers added differentiated capabilities to Franklin Templeton's existing investment strategies, bringing notable leadership and strength in core fixed income, active equities, multi-asset solutions, and alternatives, a key growth area. A concentrated focus on alternatives led to the more recent announcement of Franklin Templeton's acquisition of Lexington Partners, a leader in secondary private equity and co-investments. With the closure of the Lexington and Alcentra transactions, the firm includes top-tier specialist investment managers across all key alternative categories: private and alternative debt, unconstrained and hedge strategies, real assets, real estate, infrastructure, private equity, and venture. As of December 2024, total alternative assets under management total $249 billion. In addition to Lexington, Franklin Templeton's diverse collection of alternative specialist investment managers (SIMs) includes: Benefit Street Partners (BSP) -- a leading credit-focused alternative asset management firm investing across a range of illiquid and liquid credit strategies; Clarion Partners -- a pure-play real estate investment manager offering strategies across the risk-return spectrum; K2 Advisors (K2) -- a global investment manager covering all aspects of hedge fund and liquid alternatives investing; Templeton Private Equity Partners -- provides capital to small and mid-sized companies in emerging markets. What is the Internal Wholesaler, Alternative Investments (RIA) responsible for? The Internal Wholesaler, Alternative Investments (RIA) plays a key role within the Franklin Templeton (FT) Alternative Sales organization by helping to drive sales and build relationships with Financial Professionals selling Franklin Templeton Alternative Investment products. As a partner to a Director, Alternatives Investments the Associate, Alternatives Investments will develop and maintain existing relationships and identify and acquire new business within their assigned territory to meet sales goals. Our team thrives on collaboration, creative competitions, and thoughtful communication with clients and prospects. With an incredibly supportive environment, this team is perfect for someone who is competitive but eager to have an approachable team around them.

Requirements

• You have obtained a bachelor’s degree or equivalent required.
• You have FINRA Series 7 and 63 licensing (required with training provided for eligible candidates)
• You possess two to five years' equivalent sales experience.
• You are an excellent communicator and have keen interpersonal skills, both over the phone and in person.
• You are self-motivated, organized, and have exceptional time management skills.

Responsibilities

• Increases FT assets under management (AUM) by engaging with Financial Advisors (FAs) through phone and digital mediums to attract new assets and retain existing assets.
• Establishes new relationships and maintains and grow s existing relationships with FAs by providing investment advice, recommendations, and ideas; information on FT Alternative Investment products and solutions; portfolio manager perspectives; and market/industry products.
• Demonstrates how FT’s Alternative Investment products fill identified gaps in client business needs.
• Collaborates with a sales team, including a Senior Advisor Consultant, Sales Coordinator, analyst, and other business partners to develop a business plan and optimal contact strategy for top priorities.
• Builds internal relationships and knowledge of firm-specific requirements to help position our Alternative Investment products and drive sales across product lines.
• Utilizes a variety of resources, including portfolio construction, hypothetical, and optimization tools, to consult with FAs on their portfolio needs and opportunities.
• Engage internally and externally produced market and product updates to incorporate thematic ideas and talking points into conversations.
• Participates in ongoing training to support market and product analysis.
• Embraces campaigns to take advantage of changes in market conditions and product-related opportunities by providing value-added advice.
• Demonstrates proficiency of the sales process.
• Keeps accurate, complete records of contacts with customers and prospects through use of CRM (training provided).
• Serves as a liaison to all operational and service issues, working with internal partners to help successfully resolve appropriate issues.
• Improves knowledge of capital markets and FT’s Alternative Investment product line by participating in internal meetings and learning events.
• Adapts Alternative Investment product presentations, improves needs-discovery abilities, and refines the sales process with guidance from sales leadership team.
• Engages in daily/weekly team training and completes industry training curriculum.
• Learns basic public speaking skills and participates in presentation training programs.

Benefits

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center
• Onsite cafeteria

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level