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 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 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!

The Franklin Templeton US Product & Specialty Sales team is seeking an exceptional candidate to join the team as a Product Management Associate. This solution-oriented individual will contribute to the growth of Franklin Templeton’s US product lineup by contributing to a broad set of activities across Sales, Product and other various teams across Franklin Templeton.

What is the Product Management Associate responsible for?

This individual will partner across US Distribution and the firm’s investment managers as well as legal, marketing, compliance, operations and other key business support functions to support the development, management, and operation of the products sold in the US.

Primary responsibilities include assessing product and capability gaps and providing industry and competitor research to help deliver on the product management roadmap. This role involves collaborating across the organization to ensure the products are in line with customer needs, market trends, and the goals of the US business, and will include helping with product positioning, product research and competitive trends, and support of overall product management initiatives to help drive growth.

What are the ongoing responsibilities of a Product Management Associate?

Product Range Management

• Support new portfolio launches, changes, and other related portfolio operations and initiatives

• Oversee product implementation workflow and execution across internal and external stakeholders.

• Perform other duties as required, including supporting new product development activities and liaising with the transfer agent and recordkeeper.

Product Structuring & Pricing

• Assist in documenting investment strategy, objectives, risk profile, pricing, and product features.

• With guidance, complete investment committee proposal documentation, including capturing product attributes and key features.

• With guidance, conduct research to understand the marketplace, competitors, and advisor/client/participant needs to develop effective strategies.

Product Positioning & Sales Support

• Contribute to sales strategy and go-to-market planning of new and existing products

• Partner with marketing and training on content development, strategy and execution

• Support drafting presentations and training materials for an internal audience.

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

• Bachelor’s Degree required; process towards CFA or CAIA preferred

• 1-3 years of related experience in asset management

• Strong analytical and problem-solving skills using data to identify trends and issues and potential ways to address them

• Experienced in manipulating large data sets using Excel and other programs and creating related polished documentation using PowerPoint, MS Word and Excel

• Strong demonstrated ability to accurately curate and understand data from Morningstar Direct, SimFund, Lipper and other relevant sources

• Strong writing, presentation and communication skills, both written and verbal

• High attention to detail, strong organizational skills and excellent follow-through, including managing multiple projects simultaneously

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Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results.  Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid t