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, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans across asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams located around the globe bring broad and unique expertise. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

Franklin Templeton Investment Solutions (FTIS) builds Asset allocation, quantitative and hedged strategies solutions for clients across the globe. FTIS leverages the best thinking from across Franklin Templeton when building and managing investment solutions. We are looking for a Head of Asset Allocation Models Investment Strategy/Solutions Portfolio Manager (SPM) to join our the FTIS Client Investment Solutions team based in the United States.

What are the ongoing responsibilities of this position?

The SPM will be responsible for working with distribution channels and research on investment solutions-related opportunities across the client spectrum with a focus on Asset Allocation Models. Equipped with a deep understanding of the model marketplace, the SPM will draw on a broad suite of investment capabilities managed by Franklin Templeton to grow the AUM of our Asset Allocation Model Platform through development and delivery of innovative investment solutions. Investment 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.

Distribution Partnership:

Partner with Distribution leadership:

• to gain alignment on new client opportunities and sales support strategy

• to advocate for sales focus and provide rationale for platforms with best opportunities and promotes those opportunities and FTIS

• to provide accurate sales reporting and identification of target opportunities

• Partner with National Account Managers to identify best opportunities to increase platform participation.

• Partner with National Account Managers to educate home office firms on FTIS multi-asset models offering.

• Partner with FTIS IPMs offering FTIS asset allocation and multi-asset models to Advisors and collate feedback/metrics to share with Distribution.

Grow and Create Multi-Asset Solutions for our Partner Firms:

• Lead the development and growth of our AA Models platform. The client spectrum includes (but is not limited to): Wire house, Independent Broker Dealers, RIA, TAMPs, and Digital Platforms.

• Act as a conduit between FTIS and FT distribution channels to guide and execute models’ strategy and support model.

• Meet with key decision makers at existing clients/prospects to represent investment capabilities of FTIS. 

• Collaborates with Portfolio Management team to determine the most appropriate portfolio structure given client and marketplace objectives and guidelines.

Business Management:

• Provide advice and insights in connection with market/industry trends

• Perpetually abreast of product performance and positioning, pricing, and competitiveness of offering.

• Coordinates with internal partners on product launches, prospecting, and home office/client engagements

• Partners closely with operational teams to bring b