Wealth Management Sales Consultant, Digital Assets

Franklin Templeton • San Ramon, CA

5d • $78,000 - $90,000

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! About Our Digital Assets Team At Franklin Templeton, we’re not just participating in the digital asset revolution—we’re defining it. Our Digital Assets team is building a complete ecosystem that blends institutional rigor with cutting-edge blockchain innovation. Why Join Us? Trailblazing Technology: We launched the industry’s first on-chain money market fund and operate validator nodes across leading blockchains Strategic Partnerships: Collaborations with Binance and DBS are accelerating tokenization and expanding access to institutional-grade digital asset solutions Global Impact: Our initiatives span APAC, EMEA, and the Americas, offering exposure to a truly borderless asset class. Leadership & Vision: Work alongside industry leaders- each driving innovation across investment, technology, and partnerships.

Requirements

• Some sales, client service, digital assets, asset management or financial services experience
• FINRA licensed (Series 7, 63, etc.) required or ability to obtain within a set timeframe.
• Strong sales orientation with demonstrated success generating leads and supporting revenue growth.
• Excellent communication and presentation skills, with confidence engaging clients virtually and by phone.
• Strong organizational and analytical skills, with experience managing pipelines and reporting in CRM systems.
• Collaborative team player with the ability to work closely with external sales, marketing, and product teams.
• Have an ownership mentality, demonstrate a sense of urgency and desire to win.
• Able to learn quickly, be a great teammate, and lead by example.
• Highly motivated, possess critical reasoning skills, and an ability to incorporate direct feedback.
• Excellent communicator with strong interpersonal skills, both over the phone and in person.

Nice To Haves

• Knowledge of digital assets, tokenization, and emerging distribution models preferred.

Responsibilities

• Partner with the Sales lead to drive adoption of Franklin Templeton’s Digital Assets products that face the Wealth Management channels, globally.
• Conduct proactive outbound sales calls, webinars, and virtual meetings with financial advisors, RIAs, and broker-dealers to generate leads, deepen relationships, and accelerate adoption.
• Serve as the first line of contact for inbound client inquiries—responding quickly with product knowledge, sales support, and service excellence.
• Educate, nurture, and convert prospects by acting as a subject matter resource on digital assets for both clients and internal sales partners.
• Prepare sales materials, pipeline reports, and account updates to support external coverage and ensure seamless follow-up on opportunities.
• Collaborate with marketing on tailored campaigns, outreach, and educational initiatives; track engagement results and adjust strategies as needed.
• Support pre- and post-meeting logistics, including scheduling, preparing presentations, coordinating events, and managing follow-up actions.
• Maintain detailed CRM records of client interactions, pipeline activity, and territory performance metrics.

Benefits

• Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.
• 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: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees