Franklin Templeton · 6 hours ago
Wealth Management Sales Consultant, Digital Assets
United States
Full-time
Remote
New Grad, Entry Level
$78K/yr - $90K/yrFranklin Templeton is a dynamic firm in asset management and fintech, focused on helping clients achieve their investment goals. The Wealth Management Sales Consultant for Digital Assets will drive adoption of digital asset products, conduct sales outreach, and support client inquiries while collaborating with marketing and sales teams.
Financial ServicesHedge FundsProfessional ServicesWealth Management
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
Qualification
Required
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
Preferred
Knowledge of digital assets, tokenization, and emerging distribution models
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
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
Founded in 1947
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
Business Standard India
2025-12-26
Company data provided by crunchbase