William Jacobs Email
Senior Vice President. Head of Edward Jones Field Sales and US Wealth Management Internal Sales @ Franklin Templeton
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William Jacobs Location
- Boston, MA, US
William Jacobs Work
- Senior Vice President. Head of Edward Jones Field Sales and US Wealth Management Internal Sales @ (October 2026 - Present)
- Senior Vice President, Head of Internal Sales for US Wealth Management @ (January 2024 - October 2026)
- Head of Internal and Virtual Sales, Putnam Retail Management @ (July 2020 - January 2024)
- Head of Strategic Relationships, Putnam Investor Services @ (June 2015 - July 2020)
- Director, Broker Dealer and Defined Contribution Services @ (July 2011 - June 2015)
- Senior Vice President, Premier, Retirement and 529 Client Services @ (January 2005 - July 2011)
- Vice President, Retirement and 529 Plan Services @ (January 2002 - January 2005)
- Assistant Vice President, Retirement Plan Services @ (September 1999 - December 2001)
- Supervisor, Retirement Plan Services @ (September 1997 - September 1999)
- Wholesaler Support - Team Leader @ (September 1996 - September 1997)
- Retirement Plan Specialist @ (August 1995 - September 1996)
William Jacobs Education
- Stonehill College
Marketing
1990-1994
William Jacobs Skills
- AI & Digital Transformation in Sales
- Client & Advisor Engagement
- Internal, Virtual & Hybrid Sales Models
- Performance‑Based Culture Transformation
- Sales & Distribution Strategy (Public & Private Markets)
- Sales Enablement & Operating Model Design
William Jacobs Summary
- William Jacobs, based in Boston, MA, US, is currently a Senior Vice President. Head of Edward Jones Field Sales and US Wealth Management Internal Sales at Franklin Templeton. William Jacobs brings experience from previous roles at Franklin Templeton and Putnam Investments. William Jacobs holds a 1990 - 1994 Marketing @ Stonehill College. With a robust skill set that includes AI & Digital Transformation in Sales, Client & Advisor Engagement, Internal, Virtual & Hybrid Sales Models, Performance‑Based Culture Transformation, Sales & Distribution Strategy (Public & Private Markets) and more. William Jacobs has 1 emails on RocketReach.
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