Offshore Internal Wholesaler

Miami, FL - USA

Monthly Salary: $ 75000 - 85000

Posted on: 02-11-2025

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!

Our Offshore Internal Sales team partners with external wholesalers and market leaders to grow Franklin Templetons presence across the U.S. offshore and Iberia markets. We support private banks family offices and wealth managers with timely market insights proactive outreach and end-to-end sales servicefrom pipeline development and campaign execution to portfolio review preparation and post-meeting follow-ups. Working closely with marketing product operations and our investment teams we translate our mutual fund SMA ETF and alternatives capabilities into clear actionable solutions that help clients grow their businesses and deliver better outcomes for investors.

What are the ongoing responsibilities of an Internal Wholesaler Offshore

You will support wholesale clients with pre- and post-sales service.

Advise clients on how Franklin Templetons investment capabilities can grow their business and meet their needs.
Follow up on meetings and develop early-stage leads.
Prepare materials for portfolio reviews and service meetings.
Manage sales and client data including activity notes.
Attend or host client meetings.
Present market outlook and strategies to clients and prospective clients (primarily over the phone but also in person).
Respond to clients queries promptly and professionally.

Strategic Responsibilities

Support product campaigns and sales initiatives.
Build and update account plans and growth strategies.
Track client news and adjust engagement plans accordingly.
Apply knowledge of Franklin Templeton investment philosophies processes strategies and products to increase market share within the territory and achieve sales targets.

Team & Collaboration

Partner with market leaders and the Sales Support team in Miami and across the Iberia/U.S. offshore region.
Collaborate closely with marketing product operations and investment portfolio teams to ensure seamless client service and alignment across the business.

What ideal qualifications would help someone to be successful

Typically 24 years of related sales experience or experience in the wealth management industry.
Series 7 and 63 licenses desired.
Enthusiastic about economics and markets with a strong desire to learn about investments and how to address the needs of private wealth clients.
Experience working with investment vehicles and strategies such as mutual funds SMAs ETFs and alternatives.
Bilingual in Spanish and English required.
Strong interpersonal and communication skills.
Flexible and client-focused approach.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned 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 be USD $75000-$85000 plus discretionary bonus.

#LI-Hybrid

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.