At Franklin Templeton, we’re advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world! 

At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 75 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for an ETF Sales Support for the ITALY Region to join our ETF business in EMEA (location: Milan)

What is the ETF Business responsible for?

Franklin Templeton launched its first ETFs in Europe back in 2017 focussing on Smart Beta strategies initially but also looking at Active ETFs and plain-vanilla building blocks to give investors a panel of solutions depending on their objectives. This is still a new initiative for our business which is deeply committed to make it a success. This is a newly created position based in Italy focusing on supporting our existing local ETF sales force in order to help to sell our ETF proposition to investors. The ETF Sales Support will work very closely with the existing ETF Sales Teams.

What are the ongoing responsibilities of the ETF Sales Support?

• Build in depth knowledge of existing ETF range + new products

• Building strong relationships with existing local teams in Italy + European and Global Teams

• 75% of the time focused on internal activities and 25% focused on external sales targeting tier 3 clients and IFAs to start with. With object to arrive at 50%/50%.

• Responsibilities include but are not limited to:

• Create and manage Italian ETF AUM Database, and Client identification process

• Follow IFAs Clients, building a database, manage physical presentations, roadshow, and mailing marketing. The role will evolve also to tier 3 clients.

• Preparation of email teasers (on specific products, but also on broader topics and asset classes) as directed by the local salespeople and the broader team

• Preparation of individual presentations & client appointments (including physical client appointments but also the increasing importance of webinars)

• Evaluation of Morningstar fund of funds holdings

• Regular Reporting

• Conducting competitive analysis of local ETF market

• CRM maintenance (e.g. answer post meeting feedback to clients, entering information about past appointments; keeping client lists e.g. for the ETF newsletter)

• Completion of lists (ETF product lists requested e.g. by databases and clients)

• Translation of English content into Italian

• Responding to client requests in terms of client service: sending documents to clients (factsheets, product presentations, KIIDs, EETs, flyers); making appointments

• Participation to internal macro updates, the outcome of which should be shared with colleagues and made available to our customers

• Quality control of external databases to ensure that our ETFs and their information are stored correctly everywhere

• Liaison with other ETF Sales Support member

• Prospection & Appropriate follow-ups: Independent Financial Advisors (IFAs)/ Smaller Independent Asset Managers, Savings Banks, Cooperative Banks.

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

• Completed Bachelor's degree (preferably completed Masters degree) with focus on business administration, international management, finance, economics

• Rigorous and have strong presentation skills and IT knowledge (Excel and PowerPoint is essential)

• A previous experience in an investment management company, bank or Management Consulting

• First language is Italian and fluent in English both verbal and written. You will communicate with the group's headquarters in California, and other international offices on a daily basis

• Experience with MS Office (e.g., Word, PowerPoint, Excel)

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