Associate, Alternative Investments

3 weeks ago

MA United States Franklin Templeton Full time

About the Role

The Associate, Alternative Investments plays a key role within the Franklin Templeton 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, Alternative 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.

Responsibilities

  • 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.

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