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SMA Specialist - Retail SMAs & Client Solutions Expert
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-25
Listing for:
Franklin Templeton
Full Time
position Listed on 2026-08-25
Job specializations:
-
Sales
Sales Consultant
Job Description & How to Apply Below
Franklin Templeton is seeking a SMA Specialist to serve as a subject matter expert for retail separately managed accounts. You will collaborate with internal and external sales teams to grow the SMA business, respond to complex inquiries, and advise on customized SMA and direct indexing solutions.
The role requires deep knowledge of the SMA landscape and the ability to manage multiple priorities with urgency, plus FINRA licenses and periodic travel to engage clients and advisors.
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