US Sales Strategy and Enablement jobs in United States
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Franklin Templeton · 16 hours ago

US Sales Strategy and Enablement

positionRancho Cordova, California, United States of America
timeFull-time
remoteOnsite
seniorityNew Grad
money$24/hr - $30/hr

Franklin Templeton is a leading Global Asset Manager, seeking an intern for their US Distribution Sales Strategy & Enablement team. The role involves supporting strategic initiatives, facilitating CRM database clean-up, and assisting with various sales-related projects to enhance client service and operational effectiveness.

Financial ServicesHedge FundsProfessional ServicesWealth Management

Responsibilities

Facilitate CRM database clean-up
Support Director of Sales Services with projects
Research and resolve un-reconciled trades
Perform routine data aggregation requests using Microsoft Excel
Assist associates with the cash/non cash approval and record retention process
Mail or e-mail approved marketing materials and order promotional items
Perform additional responsibilities as assigned

Qualification

Interest in FinanceMicrosoft ExcelOralWritten communicationProject managementTechnologically proficientAttention to detailTeam playerLeadership skills

Required

Interest in Finance, Investments or Business
Ability to build relationships and interact in a professional manner with associates and colleagues in other departments
Positive attitude, enthusiastic team player, and able to work independently
Excellent oral and written communication skills; exhibits professionalism in all communication
Demonstrated leadership skills and achievement
Ability to work multiple projects at the same time and take on unscheduled projects on short notice
Ability to follow procedures and have a strong attention to detail
Technologically proficient and knowledgeable
Ability to quickly learn technology systems and utilize reporting functions
Comfortable escalating issues to management when required
Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, or willing to learn
Must be present in the office during assigned in office hours

Company

Franklin Templeton

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Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
dateFounded in 1947
location
San Mateo, California, USA
people-size5001-10000 employees
web-link
http://www.franklintempleton.com

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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Recent News

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Company data provided by crunchbase