National Accounts jobs in United States
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Franklin Templeton · 14 hours ago

National Accounts

Franklin Templeton is advancing its industry by developing innovative ways to help clients achieve investment goals. The National Accounts Intern will be responsible for deepening relationships with Wealth Management client firms and assisting in the sales of Franklin Templeton products and solutions.

Financial ServicesHedge FundsProfessional ServicesWealth Management

Responsibilities

Utilize Gen AI to aggregate data, industry trends and information to aid in the management, servicing and identification of opportunities to expand client firm relationships
Participate in key client calls and follow-up on information with the account managers
Create presentations, synthesize data and create summaries and recommendations to assist the team in identifying new opportunities

Qualification

ExcelData AnalysisCommunicationIntellectual CuriosityTeam Collaboration

Required

Strong excel skills
Strong communicator
Willing to learn and partner effectively with team members
Intellectually curious about the investment industry
Desire to develop new skills

Company

Franklin Templeton

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Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.

Funding

Current Stage
Late Stage

Leadership Team

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Jenny Johnson
President and CEO
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Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
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Company data provided by crunchbase