Account Executive

• 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.

Wealth Management Sales Consultant, Digital Assets

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