At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
Team & Role Overview
The Business Development Group (BDG) partners with Franklin Templeton’s Global Client Group to promote and position Templeton Global Investments (TGI) capabilities focused on a robust range of global, international, and emerging market equities while also supporting client service needs. BDG is a global team with responsibility across regions worldwide.
Position Overview
The Client Portfolio Associate is a member of the North American Client Portfolio Manager (NACPM) team within BDG. This role supports the team’s sales-related and client service activities across all distribution channels in the United States and Canada. The position will play an important role in facilitating both internal and external engagement across TGI’s global equity platform.
How You Will Add Value
Core Responsibilities
Support sales and client service activities across U.S. and Canadian distribution channels.
Develop strong knowledge of TGI strategies and vehicles to support prospecting and client relationship management.
Build relationships with the internal sales desk and select retail channels to deliver timely information and address strategy-related inquiries.
Support the internal sales consultant channel.
Strategic Responsibilities
Analyze segmentation and other datasets to identify and prioritize business opportunities.
Monitor product availability across key broker-dealer platforms to identify market opportunities.
Ability to translate portfolio holdings, characteristics, and data into actionable sales ideas.
Create and deliver timely portfolio and market updates through email and Teams.
Support product positioning and broader sales initiatives across all channels.
Teams & Collaboration
Partner with portfolio specialists, investment writing, and broader TGI teams to develop portfolio narratives, thought leadership, and client-facing collateral.
Coordinate with portfolio specialists to analyze the competitive landscape and position TGI strategies with platforms and advisors.
Collaborate with the NACPM team to identify institutional relationships and strategic opportunities across channels.
What Will Help You Be Successful in This Role
Experience, Education & Certifications
Requires a Bachelor’s degree with 5–7 years of relevant experience in international equities and retail/institutional sales.
FINRA Series 7 and 63 licenses preferred, or the ability to obtain them shortly after hire, with training provided for eligible candidates.
Progress toward the CFA designation—or an interest in pursuing it—is a plus.
Understanding of equity markets (global), investing, and portfolio management; international and emerging markets experience preferred.
Experience in sales, investments, or an analytical role is preferred.
Technical Skills
Strong sales, presentation, and communication skills.
Proficiency in Microsoft Office, including strong Excel skills.
Soft Skills
Collaborative mindset with the ability to work effectively across functions and independently.
Strong written and verbal communication skills across technical and non-technical audiences.
Detail-oriented with strong analytical skills and sound judgment.
Resourceful and energetic, with the ability to manage multiple priorities in a fast-paced environment.
Work Schedule & Location
Hybrid work arrangement with four days per week in the office.
Work Location: Boston, MA, St. Petersburg, FL, or Stamford, CT
Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. We expect the annual salary for this position to range between $130,000 to $150,000, plus an annual discretionary bonus, depending on location and level of relevant experience.
Staffing Agency Disclaimer
Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.
#MID_SENIOR_LEVEL
#LI-Hybrid
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.