Franklin Templeton
Product Management Associate (Asset Management)
Franklin Templeton, Baltimore, Maryland, United States, 21276
Overview
At Franklin Templeton, were 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 thats 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 Templetons 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 firms 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? Bachelors 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
#LI-Hybrid Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary 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 time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $75,000 - $90,000, depending on location and level of relevant experience, plus discretionary bonus. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, theres 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. 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 lifes 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: Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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. 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 accommodations@franklintempleton.com. 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. #J-18808-Ljbffr
At Franklin Templeton, were 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 thats 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 Templetons 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 firms 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? Bachelors 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
#LI-Hybrid Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary 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 time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $75,000 - $90,000, depending on location and level of relevant experience, plus discretionary bonus. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, theres 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. 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 lifes 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: Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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. 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 accommodations@franklintempleton.com. 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. #J-18808-Ljbffr