Client Portfolio Manager, Advisory Solutions (FTIS)
About The Position
Franklin Templeton Investment Solutions (FTIS) is a division of Franklin Templeton providing asset management and advisory services to a diverse array of institutional and retail clients. With a global footprint, FTIS is responsible for over $100 billion AUM across equity, fixed income, alternatives, and multi-asset strategies utilizing both fundamental and quantitative processes. The Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business. Critical to the role is a deep understanding of investment strategies, portfolio construction techniques, and global market performance. This person will serve as a subject matter expert in the areas of research views and portfolio strategy for current FTIS offerings to the Retail Advisor Channel.
Requirements
- Bachelor’s degree required
- 5-10 years of work experience in asset management
- Passion for the markets and knowledge of multiple investment vehicles including Mutual Funds, ETFs, and SMAs.
- Experience as product or distribution specialist with strong understanding of investment concepts and desire to grow a business.
- Experience presenting to and working with Financial Advisors
- Ability to communicate investment insights effectively with internal and external stakeholders
- Experience using investment software and analytics (i.e. Bloomberg and Morningstar)
Nice To Haves
- MBA preferred
- CFA a plus
- Knowledge of the current competitive investment landscape (i.e. strategies, classifications, and channels) is a plus.
Responsibilities
- Serve as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios and ETFs by representing investment philosophy, process, and performance.
- 50% travel to support business development efforts using FTIS investment insights providing topical market/product commentary and supporting FTIS’s view.
- Engage with and support a large field sales organization and support on-demand inquiries.
- Participate in the preparation for and execution of client/sales related meetings.
Benefits
- discretionary bonus
- 401k plan
- health insurance
- other perks
- Paid Time Off: Three weeks of PTO in your first year
- Competitive medical, dental, and vision insurance
- 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP)
- Opportunity to purchase company funds with no sales charge
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
