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Product Specialist - Franklin Equity Group

Company: Franklin Templeton
Location: San Mateo
Posted on: March 17, 2023

Job Description:

At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.Franklin Equity Group (FEG) is an investment advisory unit of Franklin Templeton managing more than $110 billion across a variety of mutual funds and other investment vehicles. Franklin Equity Group offers in-depth expertise in managing global, U.S., sector and thematic equity strategies across the style and market-capitalization spectrum. We believe that attractive risk-adjusted returns can be achieved over time by using a team-oriented collaborative approach and disciplined, bottom-up fundamental research.Franklin Equity Group's Product Strategy team is responsible for providing leadership in ensuring that FEG'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 equity strategies.The Product Specialist is responsible for the promotion, defense, and competitive positioning of the 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 Head of Product Strategy 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 council to drive business decisions.What are the ongoing responsibilities of a Product Specialist?

  • Serve as the primary subject matter expert (SME) of the investment-related aspects of several equity investment strategies to sales, client service, consultant relations, marketing, other business partners and external clients.
  • Promote the gathering and retention of assets under management through the development of strategic messaging for use with a wide range of internal (sales, client service, marketing, and consultant relations) and external (potential and existing clients, consultants and third parties) audiences. Perform portfolio and market analysis to enhance storytelling/messaging in support of business development and client servicing efforts.
  • Effectively and efficiently answer client servicing questions, articulate investment team views, and respond to performance and other investment-related inquiries on assigned investment strategies.
  • Partner with investment writers to develop thought leadership/white paper content for a range of client groups.
  • Develop investment related insight for use in investment communications including RFPs, DDQs, pre-sale and post-sale marketing collateral and corporate communications. Demonstrate ownership and prioritization for assigned strategies within the Franklin Equity Group platform.
  • Partner with internal product strategy teams to reposition, extend and innovate the FEG product line including product rationalization, launching new strategies, and executing product line extensions. This includes development of investment guidelines and pricing frameworks.
  • Assess new product and business opportunities (customized separate accounts, sub-advised products, and new funds).
  • Support Head of Product Strategy in related projects tied to broader platform or corporate initiatives and ad hoc projects.What ideal qualifications, skills & experience would help someone to be successful?
    • 4 - 8 years product management or other pertinent industry experience, preferably with a focus on investment management, investment consulting or buy-side experience.
    • Excellent verbal and written communication skills.
    • Possess a high energy level and drive to succeed coupled with ability to work effectively in a team environment.
    • Ability to translate complex portfolio data (such as performance attribution reports) into useable information.
    • Demonstrated knowledge of distribution channels, investment vehicles and pricing structures.
    • Excellent organizational and project management skills.
    • Strong collaboration and interpersonal skills, with ability to effectively communicate with senior professionals.
    • Knowledge of markets, products & techniques.
    • Excellent attention to detail.
    • Highly motivated and a self-starter.
    • CFA and/or MBA/graduate degree in finance or economics, or progress toward attaining, preferred.
    • FINRA Series 7, Series 63 Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $110,000 - $150,000.What makes Franklin Templeton unique? In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.Highlights of our benefits include:
      • Three weeks paid time off the first year
      • Medical, dental and vision insurance
      • 401(k) Retirement Plan with 75% company match, 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 (available at certain locations)
      • Onsite cafeteria (available at certain locations)We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing 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. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to . In your email, please include the accommodation you are requesting and the job title and 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 requests for accommodations will receive a response.#LI-US

Keywords: Franklin Templeton, San Mateo , Product Specialist - Franklin Equity Group, Accounting, Auditing , San Mateo, California

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