US Sales Strategy and Enablement
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. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides 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! 2025 Undergraduate Summer Intern – Job Posting Department Title: Undergrad Intern – US Distribution Sales Strategy & Enablement Please read before applying: Start Date: All interns must start in office and in person on June 8, 2026. Anticipated End Date: August 14, 2026 – All interns must be in office and in person on their last day to return equipment. Interns must be located in the same location throughout the duration of their internship and are prohibited from returning laptop/equipment to a different office location or shipping their equipment back. Position Summary: What is your Department or Team responsible for? Our US Distribution Sales Strategy & Enablement organization, located in Stamford CT, Rancho Cordova CA, St. Petersburg FL, is currently seeking an Intern to support our team. This is an exciting opportunity to work for a leading Global Asset Manager. Join Franklin Templeton and gain real world experience, apply what you have already learned in the classroom, and learn invaluable skills. The role of U.S. Distribution is to acquire and retain assets through distribution and support primarily focused on institutions, intermediary home offices and financial advisors. Clients are primarily institutional investors, insurance companies, consultants, bank trusts, RIAs, private banks, defined contribution plans, intermediary home offices, and financial advisors. The product vehicles are typically Franklin Templeton’s mutual funds, ETFs, 529 Plans, retail SMAs, variable insurance trusts, sub-advised funds, collective investment trusts, and separate accounts. Team Culture: Describe the Team Culture: Our team culture thrives on collaboration, where every member actively contributes, values diverse perspectives, and works together towards common goals. We are driven by a shared commitment to champion the client experience, ensuring that every decision and action prioritizes client needs and exceeds their expectations. Additionally, we emphasize effectiveness in processes and procedures, continuously seeking ways to streamline operations, improve efficiency, and deliver exceptional results. A US Strategy & Enablement Intern at Franklin Templeton can expect to learn: What can an Intern expect to learn by the end of their internship? The US Strategy & Enablement group led by the COO of US Distribution serves as a center of excellence for the benefit of clients by supporting strategic initiatives across US Distribution. The group provides sales strategy, project management, event planning, client service and administrative support to enable growth, champion the client experience, and drive effectiveness. The group is organized and staffed to support the needs of the firm’s distribution channels.
Requirements
- Interest in Finance, Investments or Business.
- Ability to build relationships and interact in a professional manner with associates and colleagues in other departments.
- Positive attitude, enthusiastic team player, and able to work independently.
- Excellent oral and written communication skills; exhibits professionalism in all communication.
- Demonstrated leadership skills and achievement.
- Ability to work multiple projects at the same time and take on unscheduled projects on short notice.
- Ability to follow procedures and have a strong attention to detail.
- Technologically proficient and knowledgeable.
- Ability to quickly learn technology systems and utilize reporting functions.
- Comfortable escalating issues to management when required.
- Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, or willing to learn.
- Must be present in the office during assigned in office hours.
Responsibilities
- Facilitate CRM database clean-up
- Support Director of Sales Services with projects
- Research and resolve un-reconciled trades
- Perform routine data aggregation requests using Microsoft Excel
- Assist associates with the cash/non cash approval and record retention process
- Mail or e-mail approved marketing materials and order promotional items
- Perform additional responsibilities as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
No Education Listed
