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SMA Specialist

mid · Asset Management

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.

What is SMA Product Group responsible for?

Franklin Templeton’s SMA team within the firm’s Global Product organization is responsible for delivering and driving the growth agenda for the retail SMA business aimed at providing a full suite of powerful investment solutions to meet the evolving needs of clients. The SMA team works closely with Franklin Templeton’s Investment Groups and provides product, sales, and client service support to the broader Distribution organization. The team is responsible for ensuring that the firm’s SMA offerings are supported at the highest levels of investment standards and represented effectively both internally and externally.

What is the SMA Specialist responsible for?

The SMA Specialist acts as a subject matter expert and resource to Franklin Templeton’s Distribution organization and Financial Advisors across the firm’s network of distribution partners by working with Franklin Templeton’s independent Specialist Investment Managers and other internal groups. This role requires a deep understanding of retail separately managed accounts and requires both proactive and reactive sales and client service support of Franklin Templeton’s distribution effort including the following responsibilities.

What are the ongoing responsibilities of a SMA Specialist?

• Serve as a subject matter expert and organizational advocate for Franklin Templeton retail SMA business

• Cultivate relationships with internal/external Sales teams to support business development and growth objectives

• Respond timely to sophisticated inquiry from field sales and financial advisors related to the SMA product line

• Partner with Sales and Financial Advisors to assess complex SMA platform, sponsor, and client opportunities

• Advise on customized SMA, direct indexing, and personalized solutions with Sales and Financial Advisors

• Maintain deep knowledge of the intermediary landscape, advisory platforms, and SMA Sponsor arrangements

• Liaise across Investment Managers, Distribution, and Product to execute a consistent client experience

• Research, resolve, troubleshoot and escalate complex client inquiry or operational issues as appropriate

• Educate Sales on SMA capabilities, product developments, availability and industry trends as needed

• Support strategic business initiatives, maintain CRM activity records, and travel as needed for client engagements

What ideal qualifications, skills & experience would help someone to be successful?

• Bachelor’s Degree or equivalent relevant professional experience

• 7+ years of investment industry experience, including demonstrated expertise in retail SMAs

• Strong investment acumen across equity, fixed-income, direct indexing, and customized solutions

• Deep understanding of the managed solutions landscape, intermediaries and operations

• Demonstrated ability to manage sophisticated, high-volume competing priorities with urgency and judgement

• Highly organized, self-directed, and capable of leading sales and business initiatives with minimal supervision

• Exceptional written, verbal and presentation skills, with proficiency in Excel and PowerPoint

• FINRA Series 7 and Series 63 licenses required

• Ability and willingness to travel periodically for client, advisor, and sales engagements

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 wellbeing program. We expect the annual salary for this position to range between $110,000 - $125,000, depending on location and level of relevant experience, plus discretionary bonus.

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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.