Client Portfolio Associate – International Equities

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.

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 and plays an important role in facilitating both internal and external engagement across TGI’s global equity platform.

• 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.

• Analyze segmentation and other datasets to identify and prioritize business opportunities.
• Monitor product availability across key broker‑dealer platforms to identify market opportunities.
• Translate portfolio holdings, characteristics, and data into actionable sales ideas.
• Deliver timely portfolio and market updates through email and Teams.
• Support product positioning and broader sales initiatives across all channels.

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.

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 them shortly after hire, with training provided for eligible candidates. Progress toward the CFA designation—or an interest in pursuing it—is a plus. Understanding of equity markets (global), investing, and portfolio management; international and emerging markets experience preferred.

Experience in sales, investments, or an analytical role is preferred.

Strong sales, presentation, and communication skills. Proficiency in Microsoft Office, including strong Excel skills.

Collaborative mindset with the ability to work effectively across functions and independently. Strong written and verbal communication skills across technical and non‑technical audiences. Detail‑oriented with strong analytical skills and sound judgment. Resourceful and energetic, with the ability to manage multiple priorities in a fast‑paced environment.

Hybrid work arrangement with four days per week in the office.

Work Location:

Boston, MA, St. Petersburg, FL, or Stamford, CT.

Expected annual salary range: $130,000 to $150,000, plus an annual discretionary bonus, depending on location and level of relevant experience. Eligible for a 401(k) plan with a generous match and a comprehensive benefits package.

We are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.

• Paid Time Off:
  Three weeks of PTO in your first year.
• Health Coverage:
  Competitive medical, dental, and vision insurance to support your well-being.
• Retirement Savings: 401(k) plan with an 85% company match on pre‑tax and/or Roth contributions,…