Associate ETF Product Specialist

Franklin Templeton•San Mateo, CA

8d•$90,000 - $120,000•Onsite

About The Position

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 the department Our ETF Product Strategy team drives the development, positioning, and communication of the firm’s exchange‑traded fund solutions. We collaborate closely with product, investment, sales, and research partners to analyze markets, support product innovation, and deliver clear insights to internal and external stakeholders. Team members work in a fast‑paced, data‑driven environment where they gain exposure to investment strategy, competitive analysis, and product development.

Requirements

2–3 years in a product‑related or ETF‑focused role.
Bachelor’s degree in Finance, Economics, or a quantitative field.
Experience with Python or SQL.
Familiarity with structured datasets.
Experience with AI tools.
Strong Excel and PowerPoint skills; VBA preferred.
Ability to automate analyses and manage large datasets.
Understanding of regulatory considerations.
Knowledge of data sources such as Morningstar and Bloomberg.
Clear written and verbal communication.
Strong collaboration and relationship building.
Excellent organization and attention to detail.
High motivation and adaptability.

Nice To Haves

Progress toward CFA preferred.

Responsibilities

Gather and analyze data to identify market and industry trends.
Build and maintain structured reporting across multiple dimensions.
Create dashboards using Excel, Power BI, or Tableau.
Manage systems for data storage and retrieval.
Document processes that support reporting and analysis.
Support presentations and internal business cases.
Research competitive ETF products and industry developments.
Contribute to ETF pricing and product strategy.
Stay current on assigned ETFs through research and meetings.
Execute and assist with new ETF launches for strategic beta and active ETFs.
Assess new products and business opportunities.
Support product positioning and develop investment messaging.
Produce commentary and performance insights.
Educate internal teams on ETF strategies and products.
Serve as a subject matter expert for product‑related inquiries.
Address client questions and communicate investment views.
Support asset retention efforts with sales and client service.
Deliver attribution analysis for internal and external partners.
Contribute investment perspective to content creators.

Benefits

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results.
Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.
We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program.
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