Client Portfolio Manager, Advisory Solutions (FTIS)

Franklin Templeton; San Ramon (CA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Paid Time Off: Three weeks of PTO

Health Coverage: Medical, dental, and

401(k) with company match

Employee stock investment plan (ESIP)

LEAP education support

Investment benefits for employees

Job summary

The Client Portfolio Manager (CPM) role at Franklin Templeton Investment Solutions (FTIS) supports western U.S. growth by applying investment insights, portfolio strategy, and market views to Retail Advisor Channel offerings.

You will be a subject matter expert on investment strategy, collaborate with internal teams, and travel up to 50% to assist business development and client meetings across major West Coast markets.

Qualifications

• Bachelor’s degree required; MBA preferred (CFA a plus).
• 5-10 years of work experience in asset management.
• Experience presenting to Financial Advisors and communicating investment insights.

Responsibilities

• Serve as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios and ETFs.
• 50% travel to support business development with market insights and commentary.
• Engage with a large field sales organization and support inquiries.
• Prepare for and execute client/sales related meetings.

Skills

Communication skills

Public speaking

Financial markets knowledge

Team collaboration

Education

Bachelor’s degree

MBA preferred

CFA a plus

Tools

Bloomberg

Morningstar

Investment software

Job description

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 not only to help you reach your potential, but also to contribute to our clients’ success.

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 $100 billion AUM across equity, fixed income, alternatives, and multi-asset strategies utilizing both fundamental and quantitative processes.

The Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment strategies, portfolio construction techniques, and global market performance. This person will serve as a subject matter expert in the areas of research views and portfolio strategy for current FTIS offerings to the Retail Advisor Channel.

Primary Responsibilities

• Serve as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios and ETFs by representing investment philosophy, process, and performance.
• 50% travel to support business development efforts using FTIS investment insights providing topical market/product commentary and supporting FTIS’s view.
• Engage with and support a large field sales organization and support on-demand inquiries.
• Participate in the preparation for and execution of client/sales related meetings.

Qualifications

• Bachelor’s degree required; MBA preferred (CFA a plus)
• 5-10 years of work experience in asset management
• Passion for the markets and knowledge of multiple investment vehicles including Mutual Funds, ETFs, and SMAs.
• Experience as product or distribution specialist with strong understanding of investment concepts and desire to grow a business.
• Experience presenting to and working with Financial Advisors
• Ability to communicate investment insights effectively with internal and external stakeholders
• Experience using investment software and analytics (i.e. Bloomberg and Morningstar)
• 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 $150K to $200K in addition to a competitive bonus.

Work Schedule & Location

• Hybrid work schedule
• Work Location: San Mateo-CA, San Ramon-CA, Pasadena-CA

Highlights Of Our Benefits Include

• Paid Time Off: Three weeks of PTO in your first year
• Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
• 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 Education Assistance Program (LEAP): To support your ongoing growth and career advancement
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.