Solutions Relationships Manager - (FT Investment Solutions OCIO - Manage 3rd Party Evaluators)

Franklin Templeton; New York (NY); Hybrid; USD 190,000 - 250,000; Full time

Benefits offered by this job

PTO in first year

401(k) match

Healthcare options

Employee stock plan

LEAP education assistance

Job summary

Franklin Templeton in New York City is seeking a Solutions Relationships Manager to oversee engagement with OCIO-focused third-party evaluators and search consultants, ensuring FTIS's capabilities are well understood and positioned.

You will lead enterprise-wide collaboration with investment, product, risk, compliance and legal teams to deliver accurate responses, build trusted relationships with TPEs, and help articulate Franklin’s OCIO brand across the community.

Qualifications

• 5–10+ years of experience in Consultant Relations, Institutional Client Relations, Investment Consulting, or Asset Management.
• Direct experience working with investment consultants and/or OCIO search consultants (TPEs).
• Strong understanding of institutional investing, asset allocation, and manager selection processes.
• Excellent written and verbal communication skills.
• Strong active listening and soft skills.
• Agility and creativity.
• Resilience, including ability to handle rejection or losses well and pivot to capturing learnings from failure / mistakes.

Responsibilities

• Serve as FTIS’ primary point of contact for third party evaluators (TPE).
• Develop understanding of each TPE’s coverage model and approval processes.
• Build and maintain long-term relationships with TPE search and monitoring teams.
• Obtain coaching from TPE contacts and feedback for opportunities.

Skills

Consultant relations

OCIO experience

Institutional investing

Communication skills

Active listening

Agility & creativity

Resilience

Tools

LinkedIn Sales Navigator

Digital marketing

Online communities

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.

About The Department

Franklin Templeton Investment Solutions (FTIS) delivers customized investment solutions across public and private markets. FTIS provides advice on governance, objective setting, strategic and dynamic asset allocation, risk budgeting, portfolio construction and manager selection, and can take implementation discretion where clients prefer a discretionary model, to support institutional clients pursuing complex objectives.

Position Summary

We’re seeking a Solutions Relationships Manager to manage our relationships with the OCIO third party evaluator (TPE) / search consultant community. We have identified more than 50 firms in this community, employing more than 500 relevant professionals in total.

This role is responsible for ensuring FTIS’ OCIO and broader solutions capabilities are accurately understood, consistently positioned, and effectively represented across the TPE community. The Solutions Relationships Manager will serve as the primary liaison between TPEs and our firm.

Key Responsibilities

How you will add value

Relationship Management

• Serve as FTIS’ primary point of contact for third party evaluators (TPE).
• Develop a strong understanding of each TPE’s coverage model and approval processes.
• Build and maintain long-term, trusted relationships with TPE search and monitoring teams.
• Obtain coaching from TPE contacts at key points during a pursuit, as well as useful constructive feedback for both won and lost opportunities.

Consultant Coverage & Evaluation Support

• Manage third party evaluator reviews, updates, and recurring evaluations.
• Coordinate and participate in TPE meetings including due diligence sessions.
• Ensure TPEs have timely access to investment insight, updates, and market perspectives from FTIS and the broader Franklin Templeton organization.
• Design and manage a program to create meaningful interactions with professionals at TPEs in order to build relationships between FTIS and TPE professionals.
• Contribute to the development and articulation of Franklin’s behavioral/experiential brand for OCIO. This includes the value proposition elements our OCIO team is explicitly trying to deliver to clients, and which we will articulate to the prospect and TPE communities, knowing our clients are likely to reference this language in reference checks. As we work to establish and improve this branding, obtain constructive feedback from the TPE community on what is resonating and deemed credible with them, and with their end clients, and where there may be need for improvement in either articulation or demonstration of proof points.
• Contribute to responses to TPE DDQs and RFPs.
• Maintain registration on TPE databases and platforms.
• Partner closely with investment, product, risk, compliance, and legal teams to deliver accurate, consistent, and compliant responses.

Internal Partnership & Strategic Intelligence

• Try to ensure that as our relevant OCIO professionals travel, speak at conferences, etc., they take advantage of opportunities to interact with TPE professionals.

Strategic Positioning & Thought Leadership

• Identify opportunities to invite TPE professionals to broader FT events as well as OCIO-specific events.

Required

• 5–10+ years of experience in Consultant Relations, Institutional Client Relations, Investment Consulting, or Asset Management.
• Direct experience working with investment consultants and/or OCIO search consultants (TPEs).
• Strong understanding of institutional investing, asset allocation, and manager selection processes.
• Excellent written and verbal communication skills.
• Strong active listening and soft skills.
• Agility and creativity.
• Resilience, including ability to handle rejection or losses well and pivot to capturing learnings from failure / mistakes.

Preferred

• Exposure to multiple asset classes, including private markets and hedge funds.
• Ability to manage multiple review cycles and TPE relationships simultaneously.
• Skill with LinkedIn Sales Navigator.
• Prior experience with digital marketing.
• Prior experience building and managing online communities.

Work Schedule & Location

• Standard working hours: Hybrid (Four days in office).
• Work Location: New York City, NY.

Compensation Range

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 well-being program. We expect the annual salary for this position to range between $190,000 to $250,000, plus an annual discretionary bonus, depending on location and level of relevant experience.

Staffing Agency Disclaimer

Please note that we are not engaging staffing agencies or external recruiters for this position at this time. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

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.