Associate ETF Specialist

Posted 2 Days Ago
Be an Early Applicant
St. Petersburg, FL
60K-90K Annually
Entry level
Financial Services
The Role
The Associate ETF Specialist supports Franklin Templeton's ETF business by developing client relationships in Wealth Management, facilitating business planning through data analysis, organizing client materials, and serving as a contact for ETF-related inquiries across divisions.
Summary Generated by Built In

At Franklin Templeton, we’re 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 that’s 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!

Associate ETF Specialist

St. Petersburg, Florida, United States of America

Boston, Massachusetts, United States of America

Rancho Cordova, California, United States of America

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

Dating back to the 1940s, Franklin Templeton has been synonymous with best-in-class client solutions. As our clients’ needs evolve, so do our product offerings – leading to our first ETF launch in 2013. The burgeoning ETF business quickly expanded, becoming a stand-alone Division in 2016. Now a global effort managing >$30B in client assets, we offer more than 100 ETFs spanning active, passive, ESG and thematic investing.

What are the ongoing responsibilities of an Associate ETF Specialist?

  • Supports strategic initiatives and projects on behalf of Franklin Templeton’s Exchange Traded Funds business

  • Develops client relationships across the Wealth Management business to further market opportunity for Franklin ETFs

  • Partners with the ETF Specialist team in proactive and reactive client engagement

  • Facilitates business planning through the analysis of firm and industry data

  • Responsible for maintaining centralized shared resources, including managing supporting systems for internal navigation

  • Organizes client manager research and materials to synthesize with our Firm view

  • Cultivates an understanding of the ETF ecosystem through ongoing interactions with clients

  • Engages in meeting preparation, prioritizing relevant information, and advising on presentation content and product positioning

  • Serves as a central point of contact for ETFs across various internal divisions including Marketing, Product and Capital Markets

What will make you successful in this role?

  • Relevant BA/BS degree required

  • 0-5 years industry experience, ETF familiarity preferred

  • FINRA Series 7 and 63 licensing required

  • Some knowledge of relevant tools helpful (e.g. Morningstar, Bloomberg)

  • Proficient in Microsoft Excel and PowerPoint

  • Exceptional communication skills and ability to articulate complex topics internally and externally

  • Must be self-motivated, organized, and have exceptional time management skills

  • Limited travel required ( 25%)

  • Preferred locations: St. Petersburg, FL; Boston, MA

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed 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 range between $60,000 - $90,000.

#ASSOCIATE

#LI-Hybrid

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

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s 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.

Hear more from our employees

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 life’s 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

  • Learning and Education Assistance Program (LEAP)

  • 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 existing 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. 
 
Franklin Templeton is committed to fostering a diverse and inclusive environment. 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 [email protected]. 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.

Top Skills

Excel
Microsoft Powerpoint
The Company
HQ: San Mateo, CA
11,198 Employees
On-site Workplace
Year Founded: 1947

What We Do

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com).

The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal.

LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk.

US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products.

View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines
Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin

©2022 Franklin Templeton. All rights reserved.

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