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VP Senior Product Specialist (Fixed Income)

Franklin Templeton
San Mateo, United Statesfull_timeVerifiedPosted 28 Feb 2025
💰 $240,000/yr($160,000/yr$240,000/yr)

About the role

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!

About the Opportunity

We are seeking a highly motivated and experienced VP, Senior Product Specialist to join the Franklin Templeton Fixed Income (FTFI) team. Franklin Templeton Fixed Income is an investment advisory unit of Franklin Templeton Investments managing a comprehensive, diverse range of single- and multi-sector fixed income investment strategies. FTFI brings together multiple sources of fixed income expertise across a global platform, with over 50 years of investment experience across different market environments, 180+ dedicated investment professionals based around the world, and over $215 billion in global fixed income assets under management. The group is based in San Mateo, Boston, London, New York, Chicago and Singapore, along with regional fixed income teams in Australia, Canada, India, Malaysia, Mexico, U.A.E., Poland, Saudi Arabia and India. We believe a disciplined and consistent approach to active fixed income management integrating top-down macroeconomic views, bottom-up fundamental research and rigorous portfolio construction allows us to pursue diversified sources of potential alpha and helps us deliver attractive and consistent risk-adjusted returns across all markets and market environments.

The FTFI Product Strategy team sits within the investment team and is responsible for ensuring that FTFI’s investment products are positioned at the highest levels of investment market standards, and that this is effectively communicated internally and externally. The Product Specialist will act as a liaison between investment management, distribution, and our other internal business partners. In this capacity, the Product Specialist is expected to serve as a product expert and product champion for several Municipal Bond strategies.

The VP, Senior Product Specialist is responsible for the promotion, defense, and competitive positioning of the Municipal Bond product line, and is actively involved in global distribution initiatives, as well as institutional and retail client service. Key success metrics include demonstrating ownership, strategic direction-setting, and prioritization for the assigned investment strategies. In concert with these efforts, an important function is content development, working with internal parties to ensure accurate and compelling representation of the investment strategies under coverage, working closely with the investment team in support of key initiatives and ad hoc projects. The day-to-day role of a Product Specialist is a fluid one, with the immediate needs of the products generally dictating what must be the required focus. The Product Specialist works with senior business development professionals to promote and competitively position these strategies through active involvement in distribution initiatives across retail and institutional channels as well as in support of existing client relationships. The Product Specialist also interacts with senior investment management to provide insight and counsel to drive business decisions.

What are the ongoing responsibilities of a Senior Product Specialist?

  • Be the product expert and product champion for the Municipal Bond asset class and Franklin Templeton Fixed Income investment platform with excellent knowledge of the investment management business and investment products.

  • Design and implement product strategy for the Municipal Bond platform, including but not limited to defining the roadmap for products throughout their lifecycles, identifying target markets and promotional strategy, creating growth plans to address existing and future opportunities, and tracking key performance indicators.

  • Promote, defend and competitively position the Municipal Bond product line. Serve as the primary subject matter expert (SME) of the investment-related aspects of Franklin’s Municipal Bond strategies to effectively and efficiently answer client servicing questions, articulate investment team views, and respond to performance and other investment-related inquiries on assigned inves

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Company

Franklin Templeton

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