Wealth Management Sales Consultant, Digital Assets

Chicago, IL - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs.

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

About Our Digital Assets Team

At Franklin Templeton were not just participating in the digital asset revolutionwere defining it. Our Digital Assets team is building a complete ecosystem that blends institutional rigor with cutting-edge blockchain innovation.

Why Join Us

Trailblazing Technology: We launched the industrys first on-chain money market fund and operate validator nodes across leading blockchains

Strategic Partnerships: Collaborations with Binance and DBS are accelerating tokenization and expanding access to institutional-grade digital asset solutions

Global Impact: Our initiatives span APAC EMEA and the Americas offering exposure to a truly borderless asset class.

Leadership & Vision: Work alongside industry leaders- each driving innovation across investment technology and partnerships.

Key Responsibilities

Partner with the Sales lead to drive adoption of Franklin Templetons Digital Assets products that face the Wealth Management channels globally.

Conduct proactive outbound sales calls webinars and virtual meetings with financial advisors RIAs and broker-dealers to generate leads deepen relationships and accelerate adoption.

Serve as the first line of contact for inbound client inquiriesresponding quickly with product knowledge sales support and service excellence.

Educate nurture and convert prospects by acting as a subject matter resource on digital assets for both clients and internal sales partners.

Prepare sales materials pipeline reports and account updates to support external coverage and ensure seamless follow-up on opportunities.

Collaborate with marketing on tailored campaigns outreach and educational initiatives; track engagement results and adjust strategies as needed.

Support pre- and post-meeting logistics including scheduling preparing presentations coordinating events and managing follow-up actions.

Maintain detailed CRM records of client interactions pipeline activity and territory performance metrics.

Qualifications

Some sales client service digital assets asset management or financial services experience

FINRA licensed (Series 7 63 etc.) required or ability to obtain within a set timeframe.

Strong sales orientation with demonstrated success generating leads and supporting revenue growth.

Excellent communication and presentation skills with confidence engaging clients virtually and by phone.

Strong organizational and analytical skills with experience managing pipelines and reporting in CRM systems.

Knowledge of digital assets tokenization and emerging distribution models preferred.

Collaborative team player with the ability to work closely with external sales marketing and product teams.

Have an ownership mentality demonstrate a sense of urgency and desire to win.

Able to learn quickly be a great teammate and lead by example.

Highly motivated possess critical reasoning skills and an ability to incorporate direct feedback.

Excellent communicator with strong interpersonal skills both over the phone and in person.

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 $78000 - $90000 per year plus bonus opportunity.

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

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres 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.

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 lifes 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 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

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 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.

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 . 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.

Required Experience:

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