Franklin Templeton Investments - New York, NY
posted 5 months ago
At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements. Come join us in delivering better outcomes for our clients around the world! FTIS Solutions Portfolio Manager/Head of Asset Allocation Models Investment Strategy at Franklin Templeton is a pivotal role that focuses on advancing our industry by developing innovative investment solutions. The SPM will be responsible for working with distribution channels and research on investment solutions-related opportunities across the client spectrum, particularly focusing on Asset Allocation Models. Equipped with a deep understanding of the model marketplace, the SPM will leverage a broad suite of investment capabilities managed by Franklin Templeton to grow the AUM of our Asset Allocation Model Platform through the development and delivery of innovative investment solutions. These solutions may be standardized or customized, with varying degrees of complexity. Reporting to the Head of Advisory Solutions, the SPM will be an integrated member of the FTIS Advisory Channel and will function as an organizational advocate and subject matter expert, providing perspective, market intelligence, and guidance on investment solutions to internal distribution and external client counterparts. The role involves partnering with Distribution leadership to align on new client opportunities and sales support strategy, advocating for sales focus, and providing rationale for platforms with the best opportunities. The SPM will also lead the development and growth of our AA Models platform, engaging with key decision-makers at existing clients and prospects to represent the investment capabilities of FTIS. Additionally, the SPM will provide insights on market trends, coordinate with internal partners on product launches, and work closely with operational teams to manage the multi-asset model's product offering effectively. The role also includes connecting the firm's capabilities to enhance client engagement through technology and content creation, delivering presentations at industry conferences, and contributing to marketing materials and investment insights.