Sales Support Analyst
1 month ago
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 Sales Support Analyst– Business Strategy - US Initiatives group responsible for?
The Sales Admin Team works in close coordination with US teams to provide personalized and quality services to our Wholesaling teams. They need to manage administrative responsibilities of the Wholesaling Team whilst using Franklin Templeton’s sales-related systems.
What are the ongoing responsibilities of a Sales Support Analyst?
The Sales Admin Team works in parallel with the US Teams to provide quality services to the Wholesaling teams.
The team provides support to the Wholesaling Teams with a goal to decrease their administrative burden so that they can utilize their time more efficiently.
Franklin Distributors, LLC (“FD, LLC”) Gifts and Entertainment Policy & Global Expense Management
Franklin Distributors, LLC (“FD, LLC”) Gifts and Entertainment Policy:
In connection with the offer and distribution of investment company securities, Financial Industry Regulatory Authority (“FINRA”) Rule 2341 (the “Rule”) generally
Prohibits FD, LLC Registered Representatives (“FT RRs”) from directly or indirectly accepting, or providing, or offering to provide any Gifts or
Entertainment and other forms of hospitality (“Gifts and Entertainment”).
There are several exceptions to the general prohibition that permit certain Gifts and Entertainment arrangements. Our Policy outlines when it is acceptable or not acceptable to provide Gifts and Entertainment to Financial Professionals or receive Gifts and Entertainment from a Third-Party Financial Intermediary. FT RRs must comply with FD LLC’s internal policies to avoid any instances of, or the appearance of, any conflicts of interest.
Sales Admin is obligated to promptly escalate any violations they identify to Compliance. Compliance reserves the right to adjust and/or make exceptions to this Policy at any time based on facts and circumstances.
FINRA Rule 2341, Investment Company Securities, and MSRB Rule G-20, Gifts, Gratuities, Non-Cash Compensation
The primary responsibility of Analyst is to capture all the expenses in CRM in conjunction with the policies set by Compliance and FINRA. Here are a few pointers from this key task:
To ensure that all the Gifts have pre-approvals – reach out to Wholesalers and their coordinators for approval details and ensure that the details go along with expense into CRM
Report the below gift scenarios to Compliance:
Gift offered in terms of Cash
Securities offered as Gift
Gift cards offered to representatives
Report details of Advisor(s) who have reached Gift limit of $100 per year
Ensure that the gift expense amount excludes the taxes and delivery fees
Process all the Entertainment entries with a special focus on below threshold limits:
$300 per invitee per Occasional Meal (invitee only)
$400 per invitee per Occasional Meal (invitee + Guest)
$500 per invitee per Activity (includes Guest expenses)
$500 per invitee per Occasional Meal + Activity (includes Guest expenses)
$1,000 per calendar year per invitee
Flag the Entertainment Activity expenses with Supervisor that are in conjunction with Training & Education or Client Meetings/Seminars
Process all the Business Meals expenses in CRM
Flag expenses to Wholesalers where the purpose of the meal was described more of Entertainment and not to train and educate Financial Professional
Report expenses where cost per financial professional is $300 or above
Reach out to Wholesaler for Business Topics which are mandatory for all the Business Meal expenses
The analyst will be trained on Franklin Distributors, LLC (“FD, LLC”)
Gifts and Entertainment Policy and should be fully cognizant of the policies with all the expense categories.
The purpose of this policy is to provide guidelines and procedures for employees incurring business travel and entertainment expenses on the company’s behalf.
The Global Travel Policy defines the company’s approach to the provision of travel services and the management of expenses typically incurred while traveling on authorized company business or incurred while conducting business.
The policy’s goal is to:
Ensure all employees have a clear and consistent understanding of policies and procedures for business travel and entertainment.
Maximize the company’s ability to negotiate discounted rates with preferred suppliers and reduce travel expenses
Provide business travelers with a reasonable level of service and comfort at the lowest possible cost
The team supports around 116 Wholesalers with their expense management and is responsible for submittal and approvals of the reports. Here are some key responsibilities in processing these expenses
Process all the expenses booked with an American Express Corporate Card
Ensure that all the out-of-pocket expenses captured are in right order and submitted for approval including mileage
To ensure that the expenses are categorized under right expense category.
Process all the Business Meals and Entertainment expenses in accordance with FD LLC guidelines set by Compliance.
Flag all the expenses missing information for processing with Sr. Analyst and email them to Wholesalers for details
To work with Expense Management team wherever their guidance is needed on some of the expense scenarios
The team works with Marketing Optimization/Client Relationship teams, both Retail & Retirement, in submitting our compliance approved marketing materials at various Financial Intermediaries for their review and approval of the same for usage with advisors.
The team submits these materials across various third-party platforms and actively tracks the approvals/rejections from the Intermediaries, a very critical process as the Wholesalers rely on the team’s information as to approval/pending statuses of materials.
Key responsibilities of Analyst when it comes to firm submissions:
Review the submission information provided by the Client Relationship team and submit them for approval
Take the submission limits set across various Intermediaries into consideration and prioritize the materials for submission
Update the Approval Log with the approval statuses time to time
Revert the rejected/returned materials to Client Relationship team and resubmit them, if needed, post the changes
Actively use the submission platforms and suggest enhancements in making the submissions a seamless process for Franklin Templeton
Publish the approval log in GIP every week
What ideal qualifications, skills & experience would help someone to be Successful?
Minimum of 2 years of experience in a regulated environment
Strong computer skills and proficient with MS Office products; excel/power point/word
Effective oral and written communication skills.
Effective organization skills.
Prior experience with document control systems
Unwavering Attention to detail and follow-through
Bachelor degree in Finance preferred
Job Level - Individual Contributor
Shift Work Timings - 11:00 AM - 8:00 PM IST
Experience our welcoming culture and reach your professional and personal potential
Our culture is shaped by our diverse global workforce and strongly held core values. 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 them covered.
Professional development growth opportunities through in-house classes and over 150 Web-based training courses
An educational assistance program to financially help employees seeking continuing education
Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
Life insurance for protection of employees’ families
Personal accident insurance for protection of employees and their families
Personal loan assistance
Employee Stock Investment Plan (ESIP)
12 weeks Paternity leave
Onsite fitness center, recreation center, and cafeteria
Transport facility
Child day care facility for women employees
Cricket grounds and gymnasium
Library
Health Center with doctor availability
HDFC ATM on the campus
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation 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.
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