Head of Client Portfolio Management

Franklin Templeton Investments
San Mateo, USA
Nov 01, 2017
Nov 03, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.

For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people. We're currently looking for qualified candidates to join our team.

We are currently looking for a Head of Client Portfolio Management to join the Multi-Asset Solutions group in either San Mateo, CA, or New York, NY. This Head of CPM will have oversight of customized investment solution development for the platform. The role proactively collaborates with senior distribution members on all Multi-Asset Solutions related opportunities across the client spectrum. This role will also have key relationships with the largest clients and will work regularly with regional heads of distribution on developing and executing strategic business development initiatives.

Responsibilities include:
  • Collaboration with senior distribution members to identify and prioritize opportunities across the firm
  • Partners with the most sophisticated institutional and retail clients to understand and evaluate their investment needs and challenges; defining investment guidelines and developing customized portfolios to deliver a solution.
  • Communicates the team's investment philosophy and process, provides customized portfolio and performance reviews as well as market updates, perspectives and investment outlook.
  • Provides ongoing client communication on portfolio results and recommended modifications
  • Represents Multi-Asset Solutions and Franklin Templeton externally as a key industry authority on customized multi-asset solutions to drive business growth in the multi-asset institutional space
  • Creates thought leadership content: white papers, investment commentary, product positioning, etc.
  • Works closely with senior investment and risk management staff to develop innovative strategies, products and solutions.
  • Key contributor to strategic business planning by identifying industry trends, initiatives and products to differentiate Franklin Templeton in the marketplace
  • Leads a global organization of Client Portfolio Managers. Reviews/optimizes team structure, develops staff, and resolves escalated employee issues

Ideal candidates will have:
  • Bachelor's degree. CFA and/or MBA a plus.
  • 15+ years building client solutions with extensive leadership experience and asset allocation required; portfolio management experience across multi-assets preferred
  • Expertise of broad asset classes, financial instruments and the markets
  • Excellent verbal communication skills and the ability to represent FT at marque conferences, with the press and with our most sophisticated clients and consultants
  • Executive presence, stature and proven ability to influence at the C-Suite levels of clients and partners with a proven record of building trusted relationships with clients.
  • Ability to present complex information in a simplified manner
  • Outstanding ability to listen and interpret clients' investment needs, constraints and challenges; ability iterate and develop bespoke investment solutions
  • Excellent knowledge of strategic asset allocation and issues facing institutional clients
  • Excellent analytical skills
  • Comprehensive knowledge of FT's investment strategies across the firm
  • Proven ability to construct robust, complex investment portfolios
  • Strong leadership and development skills
  • Deep understanding of global markets
  • Business development, planning and implementation skills
  • Innovative problem solver who can conceptualize solutions and drive execution
  • Teamwork oriented collaborator and leader who can build consensus around complex and fluid issues.
  • Prior experience in portfolio management is a plus
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
* Onsite cafeteria

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at www.franklintempletoncareers.com to learn more about our company and our career opportunities.


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