Investment Strategy Solutions Manager
2 weeks ago
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.
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