Client Portfolio Strategist, Multi-Asset & ETF Advisory
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-07-18
Listing for:
Putnam Investments
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Franklin Templeton Investment Solutions (FTIS) seeks a Client Portfolio Manager to support growing Western U.S. business. You will be a subject matter expert on investment strategy, portfolio construction, and market performance, serving Retail Advisor Channel with FTIS offerings.
Required:
Bachelor's degree; MBA preferred; CFA a plus; 5–10 years in asset management. Travel up to 50% and strong communication with advisors and internal teams are essential.
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