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!

The Franklin Templeton U.S. Marketing organization is a part of U.S. Distribution and is responsible for the development and execution of marketing strategy and related deliverables / communications designed to drive flows and retain assets. The U.S. Marketing organization oversees the end-to-end client experience and works with all related functions to achieve a seamless journey for Franklin Templeton clients. Within the U.S. Marketing organization sits the Retail Client Marketing Specialist responsible for executing the marketing strategy across multiple US distribution channels, focused on the independent channel.  

What are the ongoing responsibilities of a Retail Client Marketing Specialist?

• Partner with US client marketing channel leads to help execute against strategic marketing goals and priorities.

• Help project manage firm-specific webinars, product launches, and other key initiatives along with related deliverables – this includes close communication and partnership with both internal and external contacts.

• Manage content submissions to independent partner firms for review/approval along with managing comment process and expiration for that content.

• Act as a stakeholder in project planning meetings interfacing with sales management, field sales, national accounts, and client service partners to provide marketing related input and updates while also collecting and managing feedback.

• Interact with sales colleagues by answering daily inquiries, which includes managing a shared team email inbox.

• Execute workflow requirements to create deliverables, which includes submitting email briefs, submitting requests via our workflow system Workfront to our web, creative services, and compliance partners.

• Work closely with the marketing operations team to help maintain existing content.

• Partner with US client marketing colleagues to aggregate weekly updates for our internal partners into an email newsletter communication.

• Create deliverables based on important guidelines including compliance-related requirements to ensure content and communications are appropriate for specific audiences.

• Execute against an effective marketing development process that incorporates special consideration of how best to leverage resources and accomplish goals in the most affordable manner possible.

• Employ a compressive marketing brief process, bringing together colleagues across all marketing functions to determine how best to go to market as quickly and effectively as possible, always being clear as to the intended goal and how best to measure success.

Establish and Maintain a Deep Understanding

• of the firm’s overall investment capabilities to effectively connect our investment solutions with solving client needs

• of the sales process, the investment industry, and our competitors

• of our clients’ goals, priorities, and challenges as a key determinant of how we can be effective in our marketing efforts.

What ideal qualifications, skills and experience would help someone to be successful?

• Bachelor’s degree or equivalent experience

• 3+ years experience in financial services industry, preferably in marketing 

• Securities licenses encouraged

• An understanding of economic and financial concepts and capital markets

• Creative and strategic thinking

• Digital-first and resource sensitive mindset

• Analytical approach to planning ensuring KPIs are established and tracked for marketing efforts

• Strong communication skills, both written and verbal

• Proactive approach to project ownership with ability to anticipate needs.

• A strong collaborator who can effectively and respectfully work with colleagues in other teams. 

• A self-starter with the ability to manage multiple projects/deliverables.