Exchange Traded Funds (ETF) Specialist - Mountain West

Location
Saint Petersburg, Florida
Salary
We offer a competitive compensation package plus benefits
Posted
February 23 2018
Ref
820099
Industry
Securities
Position
Sales, Wholesaler

At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 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

Primary goal of this function is to generate and retain assets within Franklin Templeton’s (FT) ETF product suite. The ETF specialist will accomplish this goal by partnering with U.S. based distribution channels to complement their existing efforts and directly engaging with retail and institutional buyers that primarily use ETFs. 

What are the ongoing responsibilities of the ETF Specialist role?


Primary goal of this function is to generate and retain assets within Franklin Templeton’s (FT) ETF product suite. The ETF specialist will accomplish this goal by partnering with U.S. based distribution channels to complement their existing efforts and directly engaging with retail and institutional buyers that primarily use ETFs.

This position requires an extensive background in the ETF space, with a high level of knowledge around capital markets, factor investing and asset allocation issues. Additional responsibilities will include ongoing interaction with FT senior management, and building and maintaining productive relationships with other FT sales and support organizations.

You will be primarily responsible for:

  • Managing a territory to generate sales and revenue to meet objectives
  • Managing and cultivating key relationships with professional buyers and developing ETF sales through those contacts
  • Educate, train and interact with other distribution areas and partners within Franklin Templeton to enhance awareness of the ETF offerings
  • Maintaining knowledge of industry related topics and maintain proficiencies in delivering value-added presentations to advisor and other audiences 
  • Maintaining updated activity logs in contact management system and work with Sales Management on various project initiatives

**This position is covering the Mountain West**

What ideal qualifications would help someone to be successful?

 We look for:

  • 5+ years of experience in a field consulting/sales role within the investment industry
  • 5+ years ETF related experience within either a sales, product, or investment role
  • Bachelor’s degree required, MBA and/or CFA preferred
  • FINRA Series 7 & 63 licenses
  • Excellent verbal and written communication skills
  • Self-driven with ability to build manage key internal and external relationships
  • Experience developing and implementing sales and marketing business plans 
  • Strong investment acumen and background
  • Strong analytical and critical thinking skills

What makes Franklin Templeton Investments 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 75% company match, 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  

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. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”.

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.    

Similar jobs

Similar jobs