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!

What is the US Sales Support group responsible for?

The US Sales Support team provides administrative, risk and project management support to the Retirement & Insurance, National Accounts, Wealth Management and Institutional Sales Teams. Our team is focused on being a valued partner always providing support to our sales teams, enabling them to primarily focus on client engagement activities to accelerate growth and retain assets.

What is the Senior Sales Coordinator responsible for?

• Act as administrative subject matter expert and point of contact for general inquiries

• Coordinate the setup of meetings and conferences; including but not limited to room reservation, material prep, calendar coordination, catering

• Send promotional items and marketing materials

• Manage invoice processes, maintain budget reporting in partnership with Finance

• Manage compliance process in partnership with management, obtaining proper documentation and approvals

• Focus on the customer, both internal and external clients

• Proactively builds effective working relationships, supports the team and the organization

What are the ongoing responsibilities of a Senior Sales Coordinator?

• Actively participates in or manages important projects and initiatives which result in improved efficiency in operations and alignment with sales goals

• Works collaboratively and intra-departmentally across the organization. Exposure and strong networking within Franklin Templeton

• Champions new initiatives and partners with management on initiatives to increase revenue and achieve sales objectives

• Establishes goals and priorities for self, consistently works on personal development

• Demonstrate critical thinking and independently resolve issues

What ideal qualifications, skills & experience would help someone to be successful?

• Bachelor’s Degree or equivalent experience

• 3+ years administrative experience in professional environment

• Experience working with CRM software, e.g., Salesforce, Microsoft Dynamics

• Advanced MS Office skills (Word, Excel, Powerpoint, Teams)

• Experience in the Financial Services Industry recommended

• Proven ability to perform multiple tasks in a fast-paced, team environment

• Excellent verbal and written communication skills

• Solid organizational skills: ability to organize and maintain accurate, orderly files and records

• Strong attention to detail; ability to accurately proofread documents

• Strong customer service skills

• Excellent phone etiquette

• Strong professional attitude and demeanor

• Flexibility to work independently and in a team environment

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 $56,000.00 - $76,200.00.

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