Strategic OCIO Solutions Manager

Franklin Templeton Investments

New York (NY)

Hybrid

USD 190,000 - 250,000

Full time

14 days+
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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

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.

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