Senior Strategic Relationship Marketing Manager

Franklin Templeton; Stamford (CT); Hybrid; USD 115,000 - 150,000; Full time

Benefits offered by this job

Paid Time Off

Health coverage

401(k) match

ESIP

LEAP program

Employee stock investment

Job summary

Franklin Templeton is seeking a Senior Strategic Relationship Marketing Manager to lead the US wealth marketing strategy, partnering with distribution teams and client firms. The role emphasizes data-driven campaigns, cross-firm collaboration, and strategic content development across emails, digital assets, events, and digital advertising.

A strong track record in financial services marketing is essential. The role is based in Boston, Stamford, or St.

Qualifications

• Bachelor’s degree or equivalent experience.
• 7+ years’ experience in financial services industry, preferably in sales or marketing.
• Demonstrated experience working across U.S. wealth management channels, including wirehouses, independent and regional broker-dealers, and RIAs.
• Understanding of financial markets, investment products and economic concepts.
• Series 7 and 63 preferred.

Responsibilities

• Developing and executing a strategic marketing plan.
• Partner closely with the Head of US Wealth Marketing to create and execute a comprehensive marketing strategy for Franklin Templeton’s wealth business, that is consistent with the priorities across strategic account and sales leadership.
• Make independent marketing decisions, functioning as a dedicated marketing account manager for specific external client firms, tailoring approach and decisions based on alignment with their leader, distribution partners, and specific client needs.
• Support the implementation of this strategy via defined engagement, including: content development, email campaigns, digital assets, web personalization, multi-media, events, sponsorships, digital advertising and social media.
• Continually evaluate marketing strategy to determine efficacy and incorporate any ways to further evolve and improve throughout the year.
• Establish and maintain close relationships across our partner firms’ marketing and sales organizations, uncovering opportunities to execute custom engagement strategies and joint campaigns.
• Work in tandem with sales and strategic account colleagues to create the right messages and content, with ongoing connectivity as to how resources are being used, what needs to change and how we can continue to evolve.
• Manage complex multi-firm partnerships, resolving conflicts and aligning goals strategically to ensure cohesive and effective marketing efforts.
• Collaborate with colleagues across the Franklin Templeton global and regional marketing and operations organization to ensure effective coordination of marketing efforts.
• Accountable for the success of assigned client marketing strategies, contributing to overall business growth through effective campaign management and content development.
• As new placements become available and new selling agreements are made, work in close partnership with sales, strategic accounts and our partner firms to establish key deliverables to aid in promotion.
• Proactively identify challenges or gaps in marketing plans and create innovative solutions to address them, ensuring the team remains agile and responsive to the evolving needs of the business and its partners.
• Continually share with our partner firms what our promotional efforts have gained insights.
• Develop and execute product and thematic campaigns supportive of key priorities.
• Create content, as needed, including emails, collateral and digital assets.
• 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.

Skills

Communication skills

Digital-first mindset

Collaboration across teams

Project management

Self-starting

Education

Bachelor’s degree or equivalent experience

Series 7 and 63 preferred

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.

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 Senior Strategic Relationship Marketing Manager responsible for developing and executing the US wealth marketing strategy.

The ideal candidate for the Senior Strategic Relationship Marketing Manager role is a proactive and autonomous professional with a proven track record in developing and executing comprehensive marketing strategies. They should possess strong collaboration skills to effectively partner with distribution teams and key client firms, ensuring alignment and strategic goal achievement. Additionally, they must have a data-driven mindset to continually evaluate and improve marketing initiatives.

How You Will Add Value

Developing and executing a strategic marketing plan

• Partner closely with the Head of US Wealth Marketing to create and execute a comprehensive marketing strategy for Franklin Templeton’s wealth business, that is consistent with the priorities across strategic account and sales leadership.
• Make independent marketing decisions, functioning as a dedicated marketing account manager for specific external client firms, tailoring approach and decisions based on alignment with their leader, distribution partners, and specific client needs.
• Support the implementation of this strategy via defined engagement, including: content development, email campaigns, digital assets, web personalization, multi-media, events, sponsorships, digital advertising and social media.
• Continually evaluate marketing strategy to determine efficacy and incorporate any ways to further evolve and improve throughout the year.

A focus on collaboration and relationship management

• Establish and maintain close relationships across our partner firms’ marketing and sales organizations, uncovering opportunities to execute custom engagement strategies and joint campaigns.
• Work in tandem with sales and strategic account colleagues to create the right messages and content, with ongoing connectivity as to how resources are being used, what needs to change and how we can continue to evolve.
• Manage complex multi-firm partnerships, resolving conflicts and aligning goals strategically to ensure cohesive and effective marketing efforts.
• Collaborate with colleagues across the Franklin Templeton global and regional marketing and operations organization (particularly client marketing, integrated marketing, marketing operations, creative services, social media and compliance) to ensure effective coordination of marketing efforts.
• Accountable for the success of assigned client marketing strategies, contributing to overall business growth through effective campaign management and content development.

Support of expanded availability

• As new placements become available and new selling agreements are made, work in close partnership with sales, strategic accounts and our partner firms to establish key deliverables to aid in promotion.
• Proactively identify challenges or gaps in marketing plans and create innovative solutions to address them, ensuring the team remains agile and responsive to the evolving needs of the business and its partners.
• Continually share with our partner firms what our promotional efforts have gained insights.

Campaign and Content Development and Execution

• Develop and execute product and thematic campaigns supportive of key priorities.
• Create content, as needed, including emails, collateral and digital assets.
• 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 Will Help You Be Successful

• Bachelor’s degree or equivalent experience
• 7+ years’ experience in financial services industry, preferably in sales or marketing
• Demonstrated experience working across U.S. wealth management channels, including wirehouses, independent and regional broker-dealers, and RIAs.
• Understanding of financial markets, investment products and economic concepts.
• Series 7 and 63 preferred
• Strong communication skills, both written and verbal
• Digital-first mindset with experience leveraging modern marketing channels and technologies
• Strong collaborator who builds effective partnerships across teams and functions
• Creative problem solver with a strategic perspective and strong attention to detail
• Strong project management skills with the ability to manage multiple initiatives simultaneously
• Self-starter with a proactive approach and the ability to anticipate business needs

This role is based in Boston (MA), Stamford (CT), or St Petersburg (FL) and follows a hybrid schedule of 4 days in the office and 1 day remote each week.

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $115,000 - $150,000, depending on location and level of relevant experience, plus discretionary bonus.

#MID_SENIOR_LEVEL

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.