Portfolio Strategy Lead — Multi-Asset Models & ETFs

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

Benefits offered by this job

Health insurance

401(k) with 85% company match

PTO 3 weeks

Job summary

Franklin Templeton is seeking a seasoned Client Portfolio Manager to support the western U.S. region, focusing on Multi-Asset Model Portfolios and ETFs. You will act as a subject matter expert on investment views, portfolio strategy, and market performance, collaborating with internal teams and external advisors.

The role requires 5–10 years in asset management and a strong grasp of funds, ETFs, and SMAs. Hybrid work in CA locations is offered, with significant travel to develop business and

Qualifications

• Bachelor’s degree required; MBA preferred (CFA a plus)
• 5-10 years of work experience in asset management
• Experience presenting to and working with Financial Advisors
• Experience using investment software and analytics (i.e. Bloomberg and Morningstar)

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.

Skills

Asset management

Investment concepts

Portfolio strategy

Client engagement

Communication with advisors

Education

Bachelor’s degree

MBA preferred

CFA a plus

Tools

Bloomberg

Morningstar

Job description

Franklin Templeton is seeking a seasoned Client Portfolio Manager to support the western U.S. region, focusing on Multi-Asset Model Portfolios and ETFs. You will act as a subject matter expert on investment views, portfolio strategy, and market performance, collaborating with internal teams and external advisors.

The role requires 5–10 years in asset management and a strong grasp of funds, ETFs, and SMAs. Hybrid work in CA locations is offered, with significant travel to develop business and