Investment Strategy Solutions Manager

2 weeks ago


New York, New York, United States Franklin Templeton Investments Full time
Position Overview:

At Franklin Templeton, we are committed to advancing the investment landscape by creating innovative solutions that empower our clients to meet their financial objectives. Our firm is a leader in asset management, wealth management, and fintech, providing diverse avenues for investors to progress towards their goals. Our global teams possess a wealth of expertise that is both extensive and distinctive. We pride ourselves on fostering a welcoming, inclusive, and adaptable culture that encourages professional growth while contributing to our clients' successes.

Role Summary:

The Investment Strategy Solutions Manager will play a pivotal role within the Franklin Templeton Investment Solutions (FTIS) team, focusing on the development and management of Asset Allocation Models. This position requires a deep understanding of the investment model landscape and the ability to leverage Franklin Templeton's comprehensive suite of investment capabilities to enhance the Assets Under Management (AUM) of our Asset Allocation Model Platform.

Key Responsibilities:
  • Collaboration with Distribution Channels: Work closely with distribution leadership to align on client opportunities and sales strategies, advocate for sales initiatives, and provide accurate reporting on sales activities.
  • Growth of Multi-Asset Solutions: Lead the expansion of our Asset Allocation Models platform, engaging with a diverse client base including wirehouses, independent broker-dealers, and digital platforms.
  • Business Insights: Provide strategic insights on market trends, product performance, and competitive positioning, while coordinating with internal teams for product launches and client engagements.
  • Product Development: Collaborate with the research team to create compelling marketing materials and deliver presentations at industry events, ensuring FTIS is well-represented.

Qualifications:
  • BA required; MBA or advanced degree preferred.
  • CFA designation is highly desirable.
  • Minimum of 10 years of relevant industry experience, particularly with Asset Allocation Model Portfolios.
  • FINRA Series 7 and 63 licenses are required.
  • Strong communication skills and the ability to articulate complex concepts effectively.

Compensation:
Along with a competitive base salary, additional compensation includes discretionary bonuses, health benefits, and a 401(k) plan. The total compensation package reflects the seniority of the position and market competitiveness.

Franklin Templeton is dedicated to fostering a diverse and inclusive workplace, providing equal employment opportunities to all applicants. We are committed to supporting the well-being of our employees through a comprehensive benefits program.

  • New York, New York, United States Franklin Templeton Investments Full time

    Position Overview:At Franklin Templeton Investments, we are at the forefront of the financial services industry, innovating to assist our clients in achieving their investment objectives. Our multifaceted firm encompasses asset management, wealth management, and fintech, providing diverse avenues for investors to progress towards their goals. Our global...


  • New York, New York, United States Neuberger Berman Group LLC Full time

    Overview: Neuberger Berman Group LLC manages a substantial portfolio, overseeing assets for a diverse clientele including individuals, families, and philanthropic organizations. The Investment Strategy Team is integral to the investment framework, focusing on the development of tailored portfolio solutions. This includes crafting strategic asset allocation...


  • New York, New York, United States The Ladders Full time

    COMPANY OVERVIEW The Ladders is a prominent player in the financial services sector, specializing in life insurance and annuity solutions for both individuals and organizations. As a subsidiary of a leading global investment firm, we provide innovative asset management strategies across various capital markets. We are committed to fostering a diverse...


  • New York, New York, United States SideRamp Full time

    Job OverviewSideRamp is seeking a seasoned Financial Advisor to join our team as a contract position. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Financial Planning: Develop comprehensive financial plans for...

  • Investment Analyst

    2 weeks ago


    New York, New York, United States BTG Pactual Timberland Investment Group Full time

    Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a leading entity in the timberland investment management sector, overseeing assets and commitments totaling US$ 7.1 billion across nearly 3 million acres in both the United States and Latin America.Position SummaryTIG is on the lookout for an Analyst to enhance its Client Solutions...

  • Investment Analyst

    2 weeks ago


    New York, New York, United States BTG Pactual Timberland Investment Group Full time

    Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a leading entity in timberland investment management globally, overseeing assets and commitments totaling US$ 7.1 billion across nearly 3 million acres in the United States and Latin America.Position SummaryTIG is in search of an Analyst to enhance its Client Solutions team based in...

  • Investment Analyst

    2 weeks ago


    New York, New York, United States BTG Pactual Timberland Investment Group Full time

    Company OverviewBTG Pactual Timberland Investment Group ("TIG") stands as a prominent entity in the realm of timberland investment management, overseeing assets totaling US$ 7.1 billion across nearly 3 million acres in both the United States and Latin America.Position SummaryTIG is in search of an Analyst to contribute to its Client Solutions division...


  • New York, New York, United States SoFi Full time

    Employee Applicant Privacy NoticeCompany Overview:At SoFi, we are redefining the landscape of personal finance. Our mission is to empower individuals to take control of their financial futures through innovative, mobile-first solutions. As a next-generation financial services provider and national bank, we are at the forefront of a transformative era in the...


  • New York, New York, United States Bank of America Full time

    Investment Strategy Portfolio AnalystLocation: New York, New YorkPosition Overview:At Bank of America, we are committed to a shared mission of enhancing financial well-being through meaningful connections. Our approach to Responsible Growth defines our operations and how we serve our clients, colleagues, communities, and shareholders daily.Central to...


  • New York, New York, United States Goldman Sachs Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Vice President of Alternative Investment Solutions. This role will be responsible for helping to establish and manage relationships with external managers, sourcing and originating new alternative investment offerings, and providing input on sales strategy across...


  • New York, New York, United States Careers at KKR Full time

    COMPANY OVERVIEW KKR & Co. Inc., along with its subsidiaries, stands as a prominent global investment firm specializing in alternative asset management, capital markets, and insurance solutions. KKR is dedicated to achieving appealing investment returns through a patient and disciplined investment strategy, employing top-tier talent, and fostering growth...


  • New York, New York, United States NFP Full time

    NFP is a leading independent registered investment advisory firm, renowned for managing substantial assets and providing tailored financial solutions. Our team comprises over 300 dedicated professionals across multiple locations, all committed to prioritizing the unique needs of our clients.Position OverviewWe are seeking a dynamic and experienced Vice...


  • New York, New York, United States Apple Bank Full time

    Position OverviewAs a Financial Consultant at Apple Bank, you will play a pivotal role in promoting non-deposit investment solutions within a banking framework. The ideal candidate will be driven to achieve sales targets, which will be evaluated on a regular basis. This role demands a proactive individual who is not only sales-oriented but also committed to...

  • Investment Consultant

    2 weeks ago


    New York, New York, United States Cetera Investment Services LLC Full time

    Position OverviewThe Financial Advisor plays a crucial role in delivering financial strategies, investment guidance, and planning services tailored to meet the diverse needs of both individual and business clients. This position involves evaluating clients' investment portfolios and financial goals, offering expert advice to help them achieve their financial...


  • New York, New York, United States Insight Investment Full time

    Division OverviewOur Technology division provides the tools and services to enable our Investment teams to deliver innovative, high-quality, secure, cost-effective, and scalable solutions and services to our clients. Most of the applications are built in-house, allowing for quick adaptation to business needs and differentiation in the industry. The team...


  • New York, New York, United States PRONGHORN Full time

    Job OverviewKey Responsibilities:Assess potential investment opportunities within our sector through comprehensive due diligence, market analysis, and competitive assessments; identify and analyze trends impacting companies and financing, along with product and competitive landscapes.Engage with companies through various avenues including online research,...


  • New York, New York, United States Voya Financial Full time

    About Voya FinancialAt Voya Financial, we are dedicated to creating opportunities for individuals and communities to achieve a better financial future. Our commitment to diversity and inclusion shapes our culture, ensuring that every employee feels valued and empowered to bring their authentic selves to work.Position OverviewThe Vice President of Alternative...


  • New York, New York, United States The Ladders Full time

    ABOUT US We are a leading pension investment manager in Canada, overseeing CAD$243 billion in net assets under management. Our mission is to invest funds for the pension plans of various federal services, including the Canadian Armed Forces and the Royal Canadian Mounted Police. With our headquarters in Ottawa and additional offices in major financial hubs,...


  • New York, New York, United States Goldman Sachs Full time

    ABOUT THIS POSITION:YOUR CONTRIBUTION:We are in search of a quantitative strategist to become a part of the Strategic and Quantitative Asset Allocation (SQAA) team within the Investment Strategy Group (ISG). The selected candidate will collaborate with a team of researchers and technologists to formulate innovative investment strategies across diverse global...

  • Marketing Associate

    1 week ago


    New York, New York, United States MBK Search Full time

    About the RoleThe Client Marketing Associate plays a pivotal role in the Client Marketing team at MBK Search, focusing on investment and fund marketing strategies. This position requires collaboration with investment and business development teams, as well as Brand and Communications, to create marketing materials that showcase the firm, its funds, and its...