Job details

Associate, Alternatives Investments

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What is the Alternatives group responsible for?

Franklin Templeton began the decade under the leadership of Jenny Johnson, who became President and CEO in February of 2020 and led the acquisition of several companies to propel the firm into a new phase of growth, including the largest and most significant acquisition in the company's history, Legg Mason. Legg Mason and its specialist investment managers added differentiated capabilities to Franklin Templeton's existing investment strategies, bringing notable leadership and strength in core fixed income, active equities, multi-asset solutions, and alternatives, a key growth area. A concentrated focus on alternatives led to the more recent announcement of Franklin Templeton's acquisition of Lexington Partners, a leader in secondary private equity and co-investments. With the closure of the Lexington and Alcentra transactions, the firm includes top-tier specialist investment managers across all key alternative categories: private and alternative debt, unconstrained and hedge strategies, real assets, real estate, infrastructure, private equity, and venture. As of November 1, total alternative assets under management total $260 billion.

In addition to Lexington, Franklin Templeton's diverse collection of alternative specialist investment managers (SIMs) includes:

Benefit Street Partners (BSP) - a leading credit-focused alternative asset management firm investing across a range of illiquid and liquid credit strategies;
Clarion Partners - a pure-play real estate investment manager offering strategies across the risk-return spectrum;
K2 Advisors (K2) - a global investment manager covering all aspects of hedge fund and liquid alternatives investing;
Templeton Private Equity Partners - provides capital to small and mid-sized companies in emerging markets.

What is the Associate, Alternatives Investments responsible for?

The Associate, Alternatives Investments plays a key role within the Franklin Templeton (FT) Alternative Sales organization by helping to drive sales and build relationships with Financial Professionals selling Franklin Templeton Alternative Investment products. As a partner to a Director, Alternatives Investments the Associate, Alternatives Investments will develop and maintain existing relationships and identify and acquire new business within their assigned territory to meet sales goals. Our team thrives on collaboration, creative competitions, and thoughtful communication with clients and prospects. With an incredibly supportive environment, this team is perfect for someone who is competitive but eager to have an approachable team around them.

What are the ongoing responsibilities of an Associate, Alternatives Investments?

Increases FT assets under management (AUM) by engaging with Financial Advisors (FAs) through phone and digital mediums to attract new assets and retain existing assets.
Establishes new relationships and maintains and grows existing relationships with FAs by providing investment advice, recommendations, and ideas; information on FT Alternative Investment products and solutions; portfolio manager perspectives; and market/industry products.
Demonstrates how FT’s Alternative Investment products fill identified gaps in client business needs.
Collaborates with a sales team, including a Senior Advisor Consultant, Sales Coordinator, analyst, and other business partners to develop a business plan and optimal contact strategy for top priorities.
Builds internal relationships and knowledge of firm-specific requirements to help position our Alternative Investment products and drive sales across product lines.
Utilizes a variety of resources, including portfolio construction, hypothetical, and optimization tools, to consult with FAs on their portfolio needs and opportunities.
Engage internally and externally produced market and product updates to incorporate thematic ideas and talking points into conversations.
Participates in ongoing training to support market and product analysis.
Embraces campaigns to take advantage of changes in market conditions and product-related opportunities by providing value-added advice.
Demonstrates proficiency of the sales process. Keeps accurate, complete records of contacts with customers and prospects through use of CRM (training provided).
Serves as a liaison to all operational and service issues, working with internal partners to help successfully resolve appropriate issues.

Essential Business Acumen…

Improves knowledge of capital markets and FT’s Alternative Investment product line by participating in internal meetings and learning events.
Adapts Alternative Investment product presentations, improves needs-discovery abilities, and refines the sales process with guidance from sales leadership team.
Engages in daily/weekly team training and completes industry training curriculum.
Learns basic public speaking skills and participates in presentation training programs.

We would love to hear from you if…

You’re eager to find yourself among a diverse group of competitive peers, always learning from each other.
You have obtained a bachelor’s degree or equivalent required.
You have FINRA Series 7 and 63 licensing (required with training provided for eligible candidates)
You possess two to five years equivalent sales experience.
You are an excellent communicator and have keen interpersonal skills, both over the phone and in person.
You are self-motivated, organized, and have exceptional time management skills.

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $75,000 to $85,000 USD.

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of

Total Rewards

—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:

Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*

Only applicable at certain locations

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and

supporting our communities

. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing 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. We invite you to visit us at

Franklin Templeton Careers

to learn more about our company, career opportunities and recruitment process.

Franklin Templeton is committed to fostering a

diverse and inclusive

environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to

accommodations@FranklinTempleton.com

. In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

By Franklin Templeton Investments

Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct per...

8 jobs

FUNDING

Public

INDUSTRY

Investment & Asset Management

TEAM SIZE

5001-10000

LOCATION

Hybrid, based in San Mateo, CA

DATE POSTED

July 20, 2023