Client Portfolio Manager, Advisory Solutions; FTIS

Primary 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.
• Travel 50% of the time 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 respond to on-demand inquiries.
• Participate in the preparation for and execution of client/sales related meetings.

• Bachelor’s degree required; MBA preferred (CFA a plus).
• 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 a product or distribution specialist with a strong understanding of investment concepts and a 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 (e.g. Bloomberg and Morningstar).
• Knowledge of the current competitive investment landscape (e.g. strategies, classifications, and channels) is a plus.

We expect the annual base salary for this position to range between $150,000 and $200,000 in addition to a competitive discretionary bonus. Other compensation includes a 401(k) plan with company contributions, health insurance, and additional perks.

Hybrid work schedule. Work locations:
San Mateo, CA;
San Ramon, CA;
Pasadena, CA.

• Paid Time Off:
  Three weeks of PTO in the first year.
• Health Coverage:
  Competitive medical, dental, and vision insurance.
• Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions up to IRS limits.
• Equity & Investing:
  Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities.
• Learning & Education Assistance Program (LEAP):
  To support your ongoing growth and career advancement.
• Employee Investment Benefits:
  Opportunity to purchase company funds with no sales charge.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, 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.