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.

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