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Franklin Templeton · 1 day ago

Internal Wholesaler, Alternative Investments (RIA)

United States

Full-time

Remote

Entry, Mid Level

$75K/yr - $85K/yr

2+ years exp

Franklin Templeton is a global investment firm focused on advancing the industry through innovative solutions. The Internal Wholesaler, Alternative Investments (RIA) is responsible for driving sales and building relationships with Financial Professionals to meet sales goals for Alternative Investment products.

Financial ServicesHedge FundsProfessional ServicesWealth Management

Responsibilities

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

Adapts Alternative Investment product presentations, improves needs-discovery abilities, and refines the sales process with guidance from sales leadership team

Engages in daily/weekly team training and completes industry training curriculum

Learns basic public speaking skills and participates in presentation training programs

Qualification

FINRA Series 7FINRA Series 63Sales experienceCapital markets knowledgeCommunication skillsInterpersonal skillsTime managementSelf-motivatedOrganizational skills