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.
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Franklin Income Investors (FII), a specialist Investment manager of Franklin Templeton, has been helping generations of investors achieve their investment goals by specializing in portfolios focused on maximizing income while providing capital appreciation potential. With a nimble, market-driven approach to asset allocation—buttressed by bottom-up securities research—the strategies’ flexibility creates dynamic opportunities to find income investments from equities, fixed income and hybrid securities.
About the Opportunity:
The Client Portfolio Manager (CPM) is responsible for representing FII’s investment team with external clients and supporting all aspects of business development and growth. The CPM will have a deep understanding of multi-asset income investment strategies, portfolio construction techniques, and global market performance and serve as a subject matter expert in the areas of research views and portfolio strategy for current FII product offerings to the Retail Advisor Channel. As an integrated member of FII’s investment team, the CPM will focus on partnering with key distribution channels to support business growth and retention of assets in the Mid-West region of the U.S. This position will be based in New York City or Chicago.
What are the ongoing responsibilities of the Client Portfolio Manager?
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Responsible for representing FII’s investment team externally. Meet with clients, prospects, and intermediaries to explain the investment philosophy, process, and performance of FII products.
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Serve as an integrated member of the investment team, focusing on partnership with key distribution channels to support business growth and the retention of assets.
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Support the investment team in growing and retaining assets by acting as a “proxy” for portfolio managers and serving as the main investment contact for clients and/or intermediaries.
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Effectively communicate the investment philosophy, process, and performance of relevant investment vehicles
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Develop and execute business and territory management plans focused on retaining existing clients and growing new business. Track interactions in CRM system.
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Stay abreast of identified markets trends and the competitive landscape, along with the relative positioning of investment team and strategies.
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This is an in-office position with travel expectations of 50%
What ideal qualifications, skills & experience would help someone to be successful?
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Client Portfolio Manager experience with 10-15 years of work experience in asset management
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Bachelor’s degree required; MBA preferred. CFA, FINRA (7 & 63) preferred.
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Passion for the markets and knowledge of multiple investment vehicles including Mutual Funds, ETFs, and SMAs, and Multi-Asset Income Strategies.
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Experience as product or distribution specialist with strong understanding of investment concepts and desire to grow a business.
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Experience presenting to and working with Financial Advisors
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Ability to communicate investment insights effectively with internal and external stakeholders
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Experience using investment software and analytics (i.e. Bloomberg and Morningstar)
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Knowledge of the current competitive investment landscape (i.e. strategies, classifications, and channels) is a plus.
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Must have the ability to travel to the Midwest region on a regular basis to meet with clients.
Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $150,000 to $175,000 in addition to a competitive bonus.
When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Hear more from our employees
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
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Three weeks paid time off the first year
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Medical, dental and vision insurance
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401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
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Employee Stock Investment Program
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Learning and Education Assistance Program (LEAP)
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Purchase of company funds with no sales charge
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Onsite fitness center and recreation center*
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Onsite cafeteria*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
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