Client Portfolio Associate – International Equities

Client Portfolio Associate – International Equities Skip to main content

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** If you do not consent to these terms, please do not create a candidate account or submit any personal information.**# Careers Client Portfolio Associate – International Equities page is loaded## Client Portfolio Associate – International Equities Apply locations:
St. Petersburg, Florida, United States of America:
Stamford, Connecticut, United States of America:
Boston, Massachusetts, United States of America time type:
Full time posted on:
Posted Todayjob requisition :
868258

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.  From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.  

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** Team &

Role Overview
** The
** Business Development Group** (BDG) partners with Franklin Templeton’s Global Client Group to promote and position Templeton Global Investments (TGI) capabilities focused on a robust range of global, international, and emerging market equities while also supporting client service needs. BDG is a global team with responsibility across regions worldwide.
*** Position Overview
*** The
** Client Portfolio Associate
** is a member of the North American Client Portfolio Manager (NACPM) team within BDG. This role supports the team’s sales-related and client service activities across all distribution channels in the United States and Canada. The position will play an important role in facilitating both internal and external engagement across TGI’s global equity platform.#
** How You Will Add Value
***** Core Responsibilities
**** Support sales and client service activities across U.S. and Canadian distribution channels.
* Develop strong knowledge of TGI strategies and vehicles to support prospecting and client relationship management.
* Build relationships with the internal sales desk and select retail channels to deliver timely information and address strategy-related inquiries.
* Support the internal sales consultant channel.
*** Strategic Responsibilities
**** Analyze segmentation and other datasets to identify and prioritize business opportunities.
* Monitor product availability across key broker-dealer platforms to identify market opportunities.
* Ability to translate portfolio holdings, characteristics, and data into actionable sales ideas.
* Create and deliver timely portfolio and market updates through email and Teams.
* Support product positioning and broader sales initiatives across all channels.
*** Teams & Collaboration
**** Partner with portfolio specialists, investment writing, and broader TGI teams to develop portfolio narratives, thought leadership, and client-facing collateral.
* Coordinate with portfolio specialists to analyze the competitive landscape and position TGI strategies with platforms and advisors.
* Collaborate with the NACPM team to identify institutional relationships and strategic opportunities across channels.#
** What Will Help You Be Successful in This Role
***** Experience, Education & Certifications
**** Requires a Bachelor’s degree with 5–7 years of relevant experience in international equities and retail/institutional sales.
* FINRA Series 7 and 63 licenses preferred, or the ability to obtain…