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Franklin Templeton · 1 day ago

Offshore Internal Wholesaler

Miami, FL

Full-time

Hybrid

Entry, Mid Level

$75K/yr - $85K/yr

2+ years exp

Franklin Templeton is an asset management firm that focuses on innovative solutions to help clients achieve their investment goals. The Offshore Internal Wholesaler role involves supporting wholesale clients through pre- and post-sales service, advising on investment capabilities, and collaborating with various teams to enhance client engagement and sales efforts.

Financial ServicesHedge FundsProfessional ServicesWealth Management

Responsibilities

Advise clients on how Franklin Templeton’s investment capabilities can grow their business and meet their needs

Follow up on meetings and develop early-stage leads

Prepare materials for portfolio reviews and service meetings

Manage sales and client data, including activity notes

Attend or host client meetings

Present market outlook and strategies to clients and prospective clients (primarily over the phone but also in person)

Respond to clients’ queries promptly and professionally

Support product campaigns and sales initiatives

Build and update account plans and growth strategies

Track client news and adjust engagement plans accordingly

Apply knowledge of Franklin Templeton investment philosophies, processes, strategies, and products to increase market share within the territory and achieve sales targets

Partner with market leaders and the Sales Support team in Miami and across the Iberia/U.S. offshore region

Collaborate closely with marketing, product, operations, and investment portfolio teams to ensure seamless client service and alignment across the business

Qualification

Sales experienceSeries 7 licenseSeries 63 licenseInvestment vehicles knowledgeBilingual SpanishBilingual EnglishClient-focused approachInterpersonal skillsCommunication skills