SMA Specialist

Franklin Templeton•Boston, MA

1d•$110,000 - $125,000•Hybrid

About The Position

The SMA Specialist acts as a subject matter expert and resource to Franklin Templeton’s Distribution organization and Financial Advisors across the firm’s network of distribution partners by working with Franklin Templeton’s independent Specialist Investment Managers and other internal groups. This role requires a deep understanding of retail separately managed accounts and requires both proactive and reactive sales and client service support of Franklin Templeton’s distribution effort. Franklin Templeton’s SMA team within the firm’s Global Product organization is responsible for delivering and driving the growth agenda for the retail SMA business aimed at providing a full suite of powerful investment solutions to meet the evolving needs of clients. The SMA team works closely with Franklin Templeton’s Investment Groups and provides product, sales, and client service support to the broader Distribution organization. The team is responsible for ensuring that the firm’s SMA offerings are supported at the highest levels of investment standards and represented effectively both internally and externally.

Requirements

Bachelor’s Degree or equivalent relevant professional experience
7+ years of investment industry experience, including demonstrated expertise in retail SMAs
Strong investment acumen across equity, fixed-income, direct indexing, and customized solutions
Deep understanding of the managed solutions landscape, intermediaries and operations
Demonstrated ability to manage sophisticated, high-volume competing priorities with urgency and judgement
Highly organized, self-directed, and capable of leading sales and business initiatives with minimal supervision
Exceptional written, verbal and presentation skills, with proficiency in Excel and PowerPoint
FINRA Series 7 and Series 63 licenses required
Ability and willingness to travel periodically for client, advisor, and sales engagements

Responsibilities

Serve as a subject matter expert and organizational advocate for Franklin Templeton retail SMA business
Cultivate relationships with internal/external Sales teams to support business development and growth objectives
Respond timely to sophisticated inquiry from field sales and financial advisors related to the SMA product line
Partner with Sales and Financial Advisors to assess complex SMA platform, sponsor, and client opportunities
Advise on customized SMA, direct indexing, and personalized solutions with Sales and Financial Advisors
Maintain deep knowledge of the intermediary landscape, advisory platforms, and SMA Sponsor arrangements
Liaise across Investment Managers, Distribution, and Product to execute a consistent client experience
Research, resolve, troubleshoot and escalate complex client inquiry or operational issues as appropriate
Educate Sales on SMA capabilities, product developments, availability and industry trends as needed
Support strategic business initiatives, maintain CRM activity records, and travel as needed for client engagements

Benefits

annual discretionary bonus
401(k) plan with a generous match
recognition rewards
comprehensive benefits package
range of 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 wellbeing 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