Product Marketing Manager – Custom Wealth Solutions

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!

Our US Marketing organization is a key partner in our distribution efforts, working alongside our sales and strategic account teams to best align our capabilities with client needs. We are seeking a Product Marketing Manager, responsible for developing and executing a marketing content strategy for our custom wealth solutions capabilities.

The ideal candidate is an experienced marketing professional with extensive knowledge of asset management and the needs of high-net-worth investors. They should have strong leadership and project management skills, along with a proven track record of developing compelling custom wealth solutions content. Excelling in communication, collaboration and data analysis, they will drive strategic decisions and enhance both content development and messaging strategies.

What are the ongoing responsibilities of a Product Marketing Manager – Custom Wealth Solutions?

Develop and execute a strategic content marketing plan:

• Develop and execute a comprehensive content marketing strategy that aligns with the company’s goals and objectives, focusing on custom wealth solutions.

• Produce high-quality, engaging content such as digital communications, case studies, sales aids, and presentations that highlight the benefits and unique features of our custom wealth solutions.

• Develop and manage content for the US Selling System to support custom wealth solutions, providing consistency in content and messaging development.

• Monitor and analyze the usage of marketing content, measuring both quantitative and qualitative metrics to assess the effectiveness and impact of collateral.

• Ensure all content is optimized for search engines to improve visibility and drive organic traffic.

• Manage the distribution of content across various channels, including the company's website, social media, email newsletters and industry publications.

A focus on collaboration across the organization:

• Work closely with cross-functional teams, including sales, channel marketing and product development to ensure a cohesive and integrated content marketing approach.

• Align with sales and strategic account teams to create the right messages and content to be leveraged in the market, with ongoing connectivity as to how resources are being used and how we can continue to evolve.

• Collaborate with sales, product, and training teams to refine the messaging and positioning of custom wealth solutions.

• Actively share best practices and ideas for content creation within the investment marketing team and more broadly across US Marketing to ensure team success.

• Serve as a subject matter expert on custom wealth solutions topics for broader US Marketing initiatives.

• Build and maintain strong relationships with key stakeholders across Franklin Templeton investment, distribution, sales and marketing teams and strategic partner firms to help achieve our content and messaging goals.

• Facilitate and lead regular meetings between US Marketing and custom wealth solutions partners to ensure alignment and collaboration.

Campaign and content development and deployment:

• Develop and lead the execution of product and thematic campaigns supportive of key priorities.

• Employ a data-driven approach for all marketing campaigns and share actionable insights with our sales partners.

• Identify opportunities to grow the business through marketing-led initiatives that engage a target audience through lead nurturing.

• Employ a compressive marketing brief process, bringing together colleagues across all marketing functions to determine how best to go to market as quickly and effectively as possible, always being clear as to the intended goal and how best to measure success.

What ideal qualifications, skills and experience would help someone to be successful?

• Bachelor’s degree, preferably with a major in economics, business, marketing, psychology - or equivalent experience. MBA or other educational and professional designations a plus.

• 5 – 8 years’ experience in the investment industry – in product marketing/management related role

• Strong understanding of advanced wealth management strategies including tax loss harvesting, direct indexing, managed options, and SMA vehicles, with the ability to effectively communicate and write on these complex topics.

• Deep understanding of financial markets, vehicles, and industry

• Series 7 and 63 desired. Series 24 a plus.

• Excellent communicator with strong creative instincts and a proven ability to write compelling content

• Expertise with Microsoft Office applications and experience with other project management and design applications.

• Knowledge of regulatory and industry rules, guidelines, and standards (SEC, FINRA, GIPS).

• Strong project management track record with an ability to hold others accountable

• Ability to execute quickly and work independently on multiple initiatives in parallel

• Expertise in digital marketing programs and channels

• Strong attention to detail – to check work of self and others to ensure accuracy of the end product

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. 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. We expect the salary for this position to range between $110,000 - $150,000 depending on level of relevant experience, plus discretionary bonus.

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