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

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

Benefits offered by this job

Hybrid work model

Competitive health coverage

401(k) with company match

Paid time off (PTO)

Job summary

Franklin Templeton Investments in New York is seeking a Solutions Relationships Manager to oversee relations with OCIO evaluators and consulting communities, ensuring accurate representation of FTIS capabilities.

You will manage reviews, coordinate meetings, and help position Franklin's OCIO offerings while working with investment, product, risk, and legal teams to deliver compliant, consistent messaging.

Qualifications

• 5–10+ years of experience in consultant relations, institutional client relations, or asset management.
• Strong understanding of institutional investing, asset allocation, and manager selection processes.
• Excellent written and verbal communication, plus agility and resilience.

Responsibilities

• Serve as FTIS' primary liaison for third party evaluators (TPE).
• Coordinate and participate in TPE meetings and due diligence sessions.
• Develop and articulate Franklin's OCIO branding and value proposition.
• Collaborate with investment, product, risk, compliance, and legal teams.
• Identify opportunities to invite TPE professionals to FT events.

Skills

Relationship Management

Consultant Coverage & Evaluation

Internal Partnership & Intelligence

Strategic Positioning & Thought Lead

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

• 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.

What will help you be successful in this role?

Experience, Education & Certifications 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, a401(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.

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.

When you become part of Franklin Templeton, you'll join a company dedicated to progress. A company that doesn't settle. One where we pursue our ambitions with energy and persistence. That's why it's so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture — to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you're just starting your career journey, are well on your way, or are seeking a new direction, you'll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry!