[Remote] Wealth Management Sales Consultant, Digital Assets

Note: The job is a remote job and is open to candidates in USA. Franklin Templeton is a dynamic firm in asset management and fintech, focused on helping clients achieve their investment goals. The Wealth Management Sales Consultant for Digital Assets will drive adoption of digital asset products, conduct sales outreach, and support client inquiries while collaborating with marketing and sales teams.

Responsibilities

• Partner with the Sales lead to drive adoption of Franklin Templeton’s Digital Assets products that face the Wealth Management channels, globally
• Conduct proactive outbound sales calls, webinars, and virtual meetings with financial advisors, RIAs, and broker-dealers to generate leads, deepen relationships, and accelerate adoption
• Serve as the first line of contact for inbound client inquiries—responding quickly with product knowledge, sales support, and service excellence
• Educate, nurture, and convert prospects by acting as a subject matter resource on digital assets for both clients and internal sales partners
• Prepare sales materials, pipeline reports, and account updates to support external coverage and ensure seamless follow-up on opportunities
• Collaborate with marketing on tailored campaigns, outreach, and educational initiatives; track engagement results and adjust strategies as needed
• Support pre- and post-meeting logistics, including scheduling, preparing presentations, coordinating events, and managing follow-up actions
• Maintain detailed CRM records of client interactions, pipeline activity, and territory performance metrics

Skills

• Some sales, client service, digital assets, asset management or financial services experience
• FINRA licensed (Series 7, 63, etc.) required or ability to obtain within a set timeframe
• Strong sales orientation with demonstrated success generating leads and supporting revenue growth
• Excellent communication and presentation skills, with confidence engaging clients virtually and by phone
• Strong organizational and analytical skills, with experience managing pipelines and reporting in CRM systems
• Collaborative team player with the ability to work closely with external sales, marketing, and product teams
• Have an ownership mentality, demonstrate a sense of urgency and desire to win
• Able to learn quickly, be a great teammate, and lead by example
• Highly motivated, possess critical reasoning skills, and an ability to incorporate direct feedback
• Excellent communicator with strong interpersonal skills, both over the phone and in person
• Knowledge of digital assets, tokenization, and emerging distribution models

Benefits

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center
• Onsite cafeteria

Company Overview