Senior Multi-Asset Portfolio Specialist

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

Benefits offered by this job

Discretionary bonus

401(k) with company match

Health insurance

Equity & investing program

LEAP education assistance

Job summary

Franklin Templeton Investment Solutions is seeking a product specialist to grow and retain Multi-Asset Model Portfolios and ETFs by presenting investment philosophy, process, and performance to clients and Advisors.

This role requires 5–10 years in asset management, strong knowledge of Mutual Funds, ETFs, and SMAs, and collaboration with a large field sales organization. Travel up to 50% is involved.

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.

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

Product/distribution

Investment concepts

Communication with Advisors

Travel readiness

Education

Bachelor's degree

MBA preferred

CFA a plus

Tools

Bloomberg

Morningstar

Job description

Franklin Templeton Investment Solutions is seeking a product specialist to grow and retain Multi-Asset Model Portfolios and ETFs by presenting investment philosophy, process, and performance to clients and Advisors.

This role requires 5–10 years in asset management, strong knowledge of Mutual Funds, ETFs, and SMAs, and collaboration with a large field sales organization. Travel up to 50% is involved.