Associate, Alternatives Investments
Franklin Templeton
full-time
Posted on:
Location Type: Office
Location: Boston • Connecticut, Florida, Massachusetts, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 - $85,000 per year
Job Level
JuniorMid-Level
About the role
- 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 grows 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.
- Engages in daily/weekly team training and completes industry training curriculum.
- Learns basic public speaking skills and participates in presentation training programs.
Requirements
- Bachelor’s degree or equivalent required
- FINRA Series 7 and 63 licensing (required with training provided for eligible candidates)
- Two to five years' equivalent sales experience
- Excellent communicator with keen interpersonal skills, both over the phone and in person
- Self-motivated, organized, and exceptional time management skills.
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*
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales processinvestment adviceportfolio constructionmarket analysisproduct analysiscontact strategyportfolio managementcapital marketsalternative investment products
Soft skills
communicationinterpersonal skillsself-motivatedorganizational skillstime managementrelationship buildingcollaborationpresentation skills
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 63