Franklin Templeton
Client Portfolio Manager, Solutions (Annuity, Insurance, 529)
At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.
Come join us in delivering better outcomes for our clients around the world!
Franklin Templeton Investment Solutions (FTIS) is a division of Franklin Templeton providing asset management and advisory services to a diverse array of institutional and retail clients. With a global footprint, FTIS is responsible for over $80 billion AUM across equity, fixed income, alternatives, and multi-asset strategies utilizing both fundamental and quantitative processes.
About the Opportunity
The Solutions Portfolio Manager (SPM) is responsible for supporting all aspects of a growing US insurance and 529 business. Critical to the role is a deep understanding of the channel landscape, investment strategies, portfolio construction techniques, and global market performance. This person will serve as a subject matter expert in the areas of research views, portfolio construction, and portfolio strategy for current FTIS offerings to the US Insurance and 529 Channel.
This position will be located in our New York City or Boston office.
What are the ongoing responsibilities of this role?
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Serve as a product specialist supporting FTIS focused on annuity and 529 portfolios, covering custom glidepath, asset allocation, and single asset class strategies by representing investment philosophy, process, and performance.
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Work with the investment and operations teams in the management of portfolios.
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Partner with the portfolio management and analysis team to support the creation of bespoke multi-asset solutions.
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Interact with clients and prospects, or the client service team, on client service requests.
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Engage with and support a large field sales organization and support on-demand inquiries.
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Participate in the preparation for and execution of client/sales related meetings.
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Ability to travel to support business development and client efforts using FTIS investment insights providing topical market/product commentary and supporting FTIS’s view.
What ideal qualifications, skills & experience would help someone to be successful?
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Bachelor’s degree required, MBA preferred (CFA, or working towards, a plus)
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5-10 years of work experience in asset management
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Passion for the markets and knowledge of multiple investment vehicles including Mutual Funds, ETFs, and SMAs.
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Experience in product management or product specialist a plus with strong understanding of investment concepts and desire to grow a business.
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Ability to communicate investment insights effectively with internal and external stakeholders
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Experience using investment software and analytics (i.e. Bloomberg and Morningstar)
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Knowledge of the current competitive investment landscape (i.e. strategies, classifications, and channels) is a plus.
Compensation Range: 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 apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $140,000 - $175,000, plus an annual discretionary bonus.
When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Hear more from our employees
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
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Three weeks paid time off the first year
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Medical, dental and vision insurance
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401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
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Employee Stock Investment Program
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Learning and Education Assistance Program (LEAP)
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Purchase of company funds with no sales charge
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Onsite fitness center and recreation center*
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Onsite cafeteria*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
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