At Franklin Templeton were 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 thats 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 companys history Legg Mason. Legg Mason and its specialist investment managers added differentiated capabilities to Franklin Templetons existing investment strategies bringing notable leadership and strength in core fixed income active equities multiasset solutions and alternatives a key growth area. A concentrated focus on alternatives led to the more recent announcement of Franklin Templetons acquisition of Lexington Partners a leader in secondary private equity and coinvestments. With the closure of the Lexington and Alcentra transactions the firm includes toptier 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 Templetons diverse collection of alternative specialist investment managers (SIMs) includes:

• Benefit Street Partners (BSP) a leading creditfocused alternative asset management firm investing across a range of illiquid and liquid credit strategies;

• Clarion Partners a pureplay real estate investment manager offering strategies across the riskreturn 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 midsized 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 FTs 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 firmspecific 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 productrelated opportunities by providing valueadded 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 FTs Alternative Investment product line by participating in internal meetings and learning events.

• Adapts Alternative Investment product presentations improves needsdiscovery 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

• Youre eager to find yourself among a diverse group of competitive peers always learning from each other.

• You have obtained a bachelors degree or equivalent required.

• You have FINRA Series7 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 selfmotivated organized and have exceptional time management skills.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and nonmonetarydesigned 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 jobrelated 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 $75000 to $85000 USD.

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