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.
• Represent investment philosophy, process, and performance by representing investment philosophy, process, and performance.
• Represent investment philosophy, process, and performance by representing investment philosophy, process, and performance.
• Represent investment philosophy, process, and performance by representing investment philosophy, process, and performance.
• Represent investment philosophy, process, and performance by representing investment philosophy, process, and performance.
• Represent investment philosophy, process, and performance by representing investment philosophy, process, and performance.
• Represent investment philosophy, process, and performance by representing investment philosophy, process, and performance.
• Represent investment philosophy, process, and performance by representing investment philosophy, process, and performance.
• Represent investment philosophy, process, and performance by representing investment philosophy, process, and performance.
• Represent investment philosophy, process, and performance by representing investment philosophy, process, and performance.

Qualifications

• 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 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)
• Knowledge of the current competitive investment landscape (i.e. strategies, classifications, and channels) is a plus

Compensation

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we expect the annual salary for this position to range between $150K to $200K in addition to a competitive bonus.

Work Schedule & Location

Hybrid work schedule
Work Location: San Mateo-CA, San Ramon-CA, Pasadena-CA

Application Instructions

When applying Please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.