Institutional Sales & Service Associate

Franklin Templeton

Base: $64,000 - $68,000; bonus: annual discretiona...
Hybrid (3-4 days in-office per week)
5 years fund manager or securities experience
Fluency in english spoken and written
Proficiency in microsoft powerpoint excel word
Franklin Templeton is seeking an Institutional Sales & Service Associate to enhance client relationships and support asset retention within its Institutional Sales & Service team. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to thrive in a fast-paced environment

Job Summary

  • The role supports institutional clients across the full lifecycle by partnering with sales teams to deliver responsive service and ensure asset retention.
  • Candidates must manage client deliverables, coordinate requests for proposals, and ensure accurate responses to due diligence questionnaires within strict deadlines.
  • Franklin Templeton offers a competitive salary range of $64,000 to $68,000 plus discretionary bonuses and a comprehensive benefits package including healthcare and stock investment programs.

Matching Summary

Match Score: 85

Franklin Templeton is seeking an Institutional Sales & Service Associate to enhance client relationships and support asset retention within its Institutional Sales & Service team. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to thrive in a fast-paced environment.

Salary

Base: $64,000 - $68,000; Bonus: Annual discretionary bonus; Benefits: Comprehensive healthcare, pension, stock investment program, education reimbursement

Skills & Requirements

Must-have

  • 5 years fund manager or securities experience
  • Fluency in English spoken and written
  • Proficiency in Microsoft PowerPoint Excel Word

Nice-to-have

  • French language fluency
  • Sales and marketing mindset
  • Canadian Securities Course certification

Key Requirements

  • University degree or equivalent financial services experience
  • Minimum 5 years in fund management banking or securities industry
  • Canadian Securities Course preferred

Work Rights

Not specified

Tailored Resume

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