Full-Time

Internal Sales Associate

January 2027 Class

Franklin Templeton

Franklin Templeton

51-200 employees

Global asset management and investment services

Compensation Overview

$55k - $65k/yr

Boston, MA, USA + 2 more

More locations: Stamford, CT, USA | St. Petersburg, FL, USA

Hybrid

Hybrid role; in-office days not specified.

Bachelor's

Category
Sales & Account Management (1)

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Requirements
  • BA or BS degree required
  • SIE licensed is preferred, but not required upon application
  • Must obtain the SIE, Series 7, and Series 63 licenses with FINRA within first 90-180 days
  • Financial industry experience preferred
  • Proficiency with MS Office Suite
  • Highly motivated and thrive in a fast-paced environment
  • Exceptional communicator with strong time management skills
  • Focused on effective communication and interpersonal skills
  • Willing to embrace constructive feedback with a focus on improvement
  • Team player who leads by example
  • Passionate about the financial markets with an interest in continuous learning
Responsibilities
  • Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development
  • Obtain the SIE, Series 7, and Series 63 licenses with FINRA within first 90-180 days
  • Be the first point of contact to provide regional sales support for both our internal and external sales teams
  • Build a strong understanding of the financial services industry and the financial markets
  • Develop acumen on Franklin Templeton’s suite of products
  • Acquire fundamental knowledge of key competitor products
  • Develop strong communication and sales skills
  • Field questions regarding Franklin Templeton products and strategies
  • Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources
  • Work with an assigned peer mentor and receive regular coaching, training, and feedback from leadership
Desired Qualifications
  • SIE license preferred, but not required upon application
  • Financial industry experience preferred
  • MS Office Suite proficiency listed under Requirements
  • Team player who leads by example
  • Strong communication and interpersonal skills (already in Requirements)
  • Passionate about the financial markets with an interest in continuous learning (already in Requirements)

Franklin Templeton is an asset management firm that provides a variety of investment products and services to different types of clients, including individual investors and institutions. The company specializes in mutual funds, systematic investment plans (SIPs), and lump-sum investment options, focusing on active investment management. This means they use their research and expertise to make informed investment decisions for their clients. Franklin Templeton stands out from its competitors with a strong distribution network across India, having offices in over 34 cities and collection centers in more than 100 locations, along with a comprehensive digital platform that offers tools for investors. The company's goal is to effectively manage assets for their clients while providing a range of financial services that cater to both retail and institutional investors.

Company Size

51-200

Company Stage

IPO

Headquarters

San Mateo, California

Founded

1947

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Simplify Jobs

Simplify's Take

What believers are saying

  • June 2026 YCLO launched, expanding Franklin into investment-grade CLO ETFs.
  • June 2026 Morningstar-Apollo partnership broadens Franklin's advisor reach into private markets.
  • Q2 fiscal 2026 delivered $18.4 billion long-term inflows and record $1.8 trillion AUM.

What critics are saying

  • April 2026 buyouts pushed nearly 30 portfolio managers out across 96 strategies.
  • Private credit and interval funds create liquidity mismatches if 401(k) savers redeem.
  • If fee compression hits passive rivals harder, Franklin becomes a high-cost legacy platform.

What makes Franklin Templeton unique

  • Franklin Templeton pairs $1.8 trillion AUM with branded public-private model portfolios in 2026.
  • Benefit Street Partners and Apera give Franklin deep private credit and CLO manufacturing.
  • Franklin Crypto ties blockchain fund rails to active digital asset management.

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Benefits

Professional Development Budget

Flexible Work Hours

Hybrid Work Options

Company News

Yahoo Finance
Jul 31st, 2026
Franklin Resources reports record $1.8T AUM with $18.4B quarterly long-term net inflows

Franklin Resources reported net income of $171.5 million, or $0.31 per diluted share, for the quarter ended 30 June 2026, compared to $268.2 million, or $0.49 per share, in the previous quarter. Year-on-year, net income rose from $92.3 million, or $0.15 per share, in the same quarter of 2025. The asset manager recorded $18.4 billion in long-term net inflows during the quarter, bringing fiscal year-to-date inflows to $63.3 billion. Assets under management reached a record $1.8 trillion. Alternative assets hit a record $294.2 billion, with $11.8 billion fundraised during the quarter. Private markets fundraising totalled $33.0 billion fiscal year-to-date, exceeding the firm's annual target.

Yahoo Finance
Jul 10th, 2026
Franklin Templeton: AI infrastructure cycle to run through 2027 as chip index jumps 78%

Franklin Templeton senior investment strategist Katrina Dudley projects the artificial intelligence infrastructure investment cycle could remain durable through 2027 and potentially into 2028. The Philadelphia Semiconductor Index has surged 78% this year, though recent volatility has prompted questions about momentum. Dudley said bearish arguments focusing on supply-chain inefficiencies and excessive spending may sound convincing, but current company spending appears rational with sufficient returns on investment. She described recent pullbacks as healthy price discovery rather than structural warnings. SK Hynix is preparing a potential US listing of approximately $28bn in American depositary receipts. Samsung Electronics reported a nineteenfold increase in quarterly operating profit, though shares fell more than 10% in Seoul. Dudley emphasised that continued confirmation of positive returns on capital deployments will be the key signal for sustained AI spending.

Yahoo Finance
Jul 10th, 2026
Franklin Resources faces market jitters amid strong earnings momentum and leadership changes

Franklin Resources faces pressure from geopolitical tensions and Federal Reserve rate-hike concerns affecting asset managers' fee income and portfolio values. The risk-off sentiment contrasts with the firm's strong recent earnings surprises. The company appointed Sue Wilchusky as chief administrative officer at Fiduciary Trust International, strengthening senior leadership in its wealth and fiduciary unit. This move supports growth initiatives in advisory and alternatives, central to Franklin's longer-term ambitions. Franklin Resources' narrative projects $9.0 billion revenue and $1.3 billion earnings by 2029, requiring flat yearly revenue growth and a $0.6 billion earnings increase from current $677.6 million. Analysts forecast revenue near $9.3 billion by 2029, though fee compression and net outflows present ongoing challenges.

Yahoo Finance
Jun 20th, 2026
Franklin Resources joins Morningstar-Apollo public/private portfolio series blending ETFs and interval funds

Franklin Resources has partnered with Apollo Global Management, JPMorgan Asset Management and Morningstar Wealth to launch the Morningstar Public/Private Select Series, a suite of model portfolios blending ETFs and interval funds across public equities, private credit and real estate for financial advisors. The collaboration combines Franklin Resources' public and private market strategies with Morningstar's asset allocation framework, reflecting how large asset managers are making private investments more accessible to individual investors. The partnership supports Franklin Resources' strategy to offset fee pressure through alternatives expansion. However, the company still faces near-term risks from outflows and pricing pressure. Franklin Resources' revenue is projected to remain relatively flat, with forecasts suggesting a fair value of $27.36, representing a 17% downside from current prices.

Payout.ai
Jun 18th, 2026
Is Franklin Resources (BEN) quietly recasting its identity around alternatives and model portfolios?

Is Franklin Resources (BEN) quietly recasting its identity around alternatives and model portfolios? The punchline. Franklin Resources is shifting its identity by collaborating with Morningstar Wealth, Apollo Global Management, and J.P. Morgan Asset Management to create research-driven model portfolios, while also launching a CLO ETF and seeking SEC exemptions for employee investments. These strategic moves highlight a deepening involvement in alternatives and private credit. Why you should read this. This article provides insights into Franklin Resources' strategic partnerships and product developments, which indicate broader trends in the alternative investment landscape. Who this is for. Institutional investors, financial advisors, and private equity professionals looking to understand shifts in asset management strategies and market opportunities. Investor implications. Investors should consider the potential impact of Franklin's increased focus on private credit and alternatives, suggesting shifts in market dynamics and opportunities for higher returns in these asset classes. Read the full article. For complete coverage and additional details, visit the original article published by simplywall.st.