Advisory Solutions Client Portfolio Manager

Shape financial futures as an Advisory Solutions Client Portfolio Manager at Franklin Templeton in California. This role combines strategic investment expertise with client relationship management.

In this strategic position within Franklin Templeton's Investment Solutions division, you will be integral to supporting business in the western U.S. Your ability to engage with clients and convey complex investment strategies will enhance growth in the Retail Advisor Channel. Collaborate closely with the sales team while attending to client needs in this hybrid work environment.

Key Responsibilities:

• Support FTIS in Multi-Asset Model Portfolios and ETFs

• Travel 50% to provide market insights and product commentary

• Assist a large field sales organization with inquiries

• Participate in client and sales meeting execution

Requirements:

• Bachelor’s degree required; MBA preferred (CFA a plus)

• 5-10 years in asset management

• Strong knowledge of ETFs and investment concepts

• Proven experience presenting to Financial Advisors

• Proficient in investment software and analytics tools

Utilize your investment insights to foster client relationships and drive portfolio growth with Franklin Templeton.
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