Associate, Alternative Investments

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

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 in 2022, 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 estate, secondary private equity & co-investments, and venture/growth equity. As of June 30th, 2024, total alternative assets under management total $255 billion.

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

• Benefit Street Partners/Alcentra (BSP) — a global 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.
• Franklin Venture Partners (FVP) – a venture capital/growth equity focused business, specializing in enterprise and industrial technology investing. FVP delivers their capabilities into the global wealth market through drawdown funds and custom accounts.

What is the Associate, Alternatives Investments responsible for?

The Associate, Alternative 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 Internal Wholesaler, 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 base salary for this position to range between $75,000 to $85,000 USD depending on location and level of relevant experience, plus discretionary bonus.

#Hybrid

#Associate

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights Of Our Benefits Include

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Reimbursement for certain education expenses
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center*
• Onsite cafeteria*
• Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to 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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment 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 or adjustment you are requesting, the job title, and the 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 accommodation requests will receive a response.

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