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Solutions Relationships Manager - (FT Investment Solutions OCIO - Manage 3rd Party Evaluators)

Franklin Templeton · New York, NY · 1 wk ago
On-siteBusiness Development$190k–$250k/yrFull-time

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities to help you reach your potential and contribute to our clients’ success.

About the Department

Franklin Templeton Investment Solutions (FTIS) delivers customized investment solutions across public and private markets. FTIS provides advice on governance, objective setting, strategic and dynamic asset allocation, risk budgeting, portfolio construction, and manager selection. It can take implementation discretion where clients prefer a discretionary model to support institutional clients pursuing complex objectives.

Responsibilities

  • Relationship Management
    • Serve as FTIS’ primary point of contact for third-party evaluators (TPE).
    • Develop a strong understanding of each TPE’s coverage model and approval processes.
    • Build and maintain long-term, trusted relationships with TPE search and monitoring teams.
    • Obtain coaching from TPE contacts at key points during a pursuit, as well as useful constructive feedback for both won and lost opportunities.
  • Consultant Coverage & Evaluation Support
    • Manage third-party evaluator reviews, updates, and recurring evaluations.
    • Coordinate and participate in TPE meetings including due diligence sessions.
    • Ensure TPEs have timely access to investment insight, updates, and market perspectives from FTIS and the broader Franklin Templeton organization.
    • Design and manage a program to create meaningful interactions with professionals at TPEs to build relationships between FTIS and TPE professionals.
    • Contribute to the development and articulation of Franklin’s behavioral/experiential brand for OCIO, including the value proposition elements our OCIO team delivers to clients and articulates to the prospect and TPE communities.
    • Gather constructive feedback from the TPE community on what resonates and is deemed credible, and identify areas for improvement in articulation or demonstration of proof points.
    • Contribute to responses to TPE DDQs and RFPs.
    • Maintain registration on TPE databases and platforms.
    • Partner closely with investment, product, risk, compliance, and legal teams to deliver accurate, consistent, and compliant responses.
  • Internal Partnership & Strategic Intelligence
    • Ensure relevant OCIO professionals leverage travel and conference opportunities to interact with TPE professionals.
  • Strategic Positioning & Thought Leadership
    • Identify opportunities to invite TPE professionals to broader FT events as well as OCIO-specific events.

Requirements

  • 5–10+ years of experience in Consultant Relations, Institutional Client Relations, Investment Consulting, or Asset Management.
  • Direct experience working with investment consultants and/or OCIO search consultants (TPEs).
  • Strong understanding of institutional investing, asset allocation, and manager selection processes.
  • Excellent written and verbal communication skills.
  • Strong active listening and soft skills.
  • Agility and creativity.
  • Resilience, including the ability to handle rejection or losses well and pivot to capturing learnings from failure or mistakes.

Preferred Qualifications

  • Exposure to multiple asset classes, including private markets and hedge funds.
  • Ability to manage multiple review cycles and TPE relationships simultaneously.
  • Skill with LinkedIn Sales Navigator.
  • Prior experience with digital marketing.
  • Prior experience building and managing online communities.

Schedule

Hybrid (four days in office). Standard working hours.

Location

New York City, NY.

Pay

Franklin Templeton offers a competitive range of total rewards—monetary and non-monetary—designed to support well-being and recognize time, talents, and results. The annual salary for this position is expected to range between $190,000 to $250,000, plus an annual discretionary bonus, depending on location and level of relevant experience.

Benefits

  • Paid Time Off: Three weeks of PTO in your first year, plus holidays, sick leave, parental and caregiving leave, bereavement, volunteering, and floating holidays.
  • 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 & Development: Education Assistance Program (LEAP) to support ongoing growth and career advancement.
  • Employee Investment Benefits: Opportunity to purchase company funds with no sales charge.
  • Well-being Program: Motivational well-being initiatives.

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