Wealth Management Sales Consultant, Digital Assets
New Today
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 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!
About Our Digital Assets Team
At Franklin Templeton, we’re not just participating in the digital asset revolution—we’re defining it. Our Digital Assets team is building a complete ecosystem that blends institutional rigor with cutting-edge blockchain innovation.
Why Join Us?
Trailblazing Technology: We launched the industry’s first on-chain money market fund and operate validator nodes across leading blockchains
Strategic Partnerships: Collaborations with Binance and DBS are accelerating tokenization and expanding access to institutional-grade digital asset solutions
Global Impact: Our initiatives span APAC, EMEA, and the Americas, offering exposure to a truly borderless asset class.
Leadership & Vision: Work alongside industry leaders- each driving innovation across investment, technology, and partnerships.
Key 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.
Qualifications
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.
Knowledge of digital assets, tokenization, and emerging distribution models preferred.
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.
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 base salary for this position to range between $78,000 - $90,000per year plus bonus opportunity.
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Three weeks paid time off the first year
*Only applicable at certain locations
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
- Location:
- Chicago
- Job Type:
- FullTime