Investment Marketing Manager – Custom Wealth Solutions

Franklin Templeton • Boston, MA

305d • $110,000 - $150,000

About The Position

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! Our US Marketing organization is a key partner in our distribution efforts, working alongside our sales and strategic account teams to best align our capabilities with client needs. We are seeking an Investment Marketing Manager, responsible for developing and executing a marketing content strategy for our custom wealth solutions capabilities. The ideal candidate is an experienced marketing professional with extensive knowledge of asset management and the needs of high-net-worth investors. They should have strong leadership and project management skills, along with a proven track record of developing compelling custom wealth solutions content. Excelling in communication, collaboration and data analysis, they will drive strategic decisions and enhance both content development and messaging strategies.

Requirements

• Bachelor’s degree, preferably with a major in economics, business, marketing, psychology - or equivalent experience.
• MBA or other educational and professional designations a plus.
• 5 – 8 years’ experience in the investment industry – in product marketing/management related role.
• Deep understanding of financial markets, vehicles, and industry.
• Series 7 and 63 desired. Series 24 a plus.
• Excellent communicator with strong creative instincts and a proven ability to write compelling content.
• Expertise with Microsoft Office applications and experience with other project management and design applications.
• Knowledge of regulatory and industry rules, guidelines, and standards (SEC, FINRA, GIPS).
• Strong project management track record with an ability to hold others accountable.
• Ability to execute quickly and work independently on multiple initiatives in parallel.
• Expertise in digital marketing programs and channels.
• Strong attention to detail – to check work of self and others to ensure accuracy of the end product.

Responsibilities

• Develop and execute a strategic content marketing plan that aligns with the company’s goals and objectives, focusing on custom wealth solutions.
• Produce high-quality, engaging content such as digital communications, case studies, sales aids, and presentations that highlight the benefits and unique features of our custom wealth solutions.
• Develop and manage content for the US Selling System to support custom wealth solutions, providing consistency in content and messaging development.
• Monitor and analyze the usage of marketing content, measuring both quantitative and qualitative metrics to assess the effectiveness and impact of collateral.
• Ensure all content is optimized for search engines to improve visibility and drive organic traffic.
• Manage the distribution of content across various channels, including the company's website, social media, email newsletters and industry publications.
• Work closely with cross-functional teams, including sales, channel marketing and product development to ensure a cohesive and integrated content marketing approach.
• Align with sales and strategic account teams to create the right messages and content to be leveraged in the market.
• Collaborate with sales, product, and training teams to refine the messaging and positioning of custom wealth solutions.
• Actively share best practices and ideas for content creation within the investment marketing team and more broadly across US Marketing.
• Serve as a subject matter expert on custom wealth solutions topics for broader US Marketing initiatives.
• Build and maintain strong relationships with key stakeholders across Franklin Templeton investment, distribution, sales and marketing teams and strategic partner firms.
• Facilitate and lead regular meetings between US Marketing and custom wealth solutions partners to ensure alignment and collaboration.
• Develop and lead the execution of product and thematic campaigns supportive of key priorities.
• Employ a data-driven approach for all marketing campaigns and share actionable insights with our sales partners.
• Identify opportunities to grow the business through marketing-led initiatives that engage a target audience through lead nurturing.
• Employ a comprehensive marketing brief process, bringing together colleagues across all marketing functions to determine how best to go to market.

Benefits

• Three weeks paid time off the first year.
• Medical, dental and vision insurance.
• 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits.
• Employee Stock Investment Program.
• Reimbursement for certain education expenses.
• Purchase of company funds with no sales charge.
• Onsite fitness center and recreation center (only applicable at certain locations).
• Onsite cafeteria (only applicable at certain locations).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree