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 Model Specialist is part of the US Distribution (USD) Product team and is matrixed to Wealth Management Divisional Sales Leaders of the Specialist's coverage area and maintains strong connectivity with:
- Franklin Templeton Investment Solutions (FTIS) for strategy insights, portfolio construction, and model portfolio updates and positioning
- Market Leaders & National Accounts for advisor enablement and client coverage
This hybrid role combines investment fluency, client consulting, and commercial acumen, making it central to FT's advisor-centric distribution strategy.
The Model Specialist plays a critical, hybrid client-facing role within USD. This specialist acts as a bridge between FTIS investment capabilities, and the portfolio needs of financial advisors. The Model Specialist supports Market Leaders, DSMs and RIA teams by providing expert guidance on portfolio design, model implementation, and investment strategy education.
This role is particularly focused on:
- Articulating and positioning FTIS' investment models
- Assisting financial advisors who operate as portfolio managers (Rep-as-PM) with portfolio construction guidance and education on FTIS investment models
- Delivering FTIS customized model portfolios and analytics for high-net-worth clients and institutions
- Identifying opportunities for FTIS investment models by building relationships with firm Centers of Influence
How you will add value: Thought Leadership & Education - You will deliver portfolio construction guidance rooted in FTIS and Institute's capital markets outlook.
- You will educate financial advisors and internal sales teams on FTIS model portfolios.
- You will conduct advisor workshops, due diligence meetings, and portfolio reviews.
Model Portfolio Support - You will support geographic coverage across multiple channels.
- You will engage with advisors using in-person, phone, and screen-share interactions.
- You will become an expert in FTIS allocation views and positioning.
- You will prepare and deliver presentations on model portfolios.
- You will stay informed on market trends and investment strategies.
- You will collaborate with advisors to drive adoption of portfolios.
- You will ensure communications meet regulatory and risk requirements.
- You will work with marketing, sales, and operations.
- You will contribute toward a shared FTIS model sales goal.
Rep-as-PM Enablement - You will consult with advisors to review and enhance their models.
- You will provide diagnostics and analysis using PAT (Portfolio Analytics Tool).
- You will offer guidance on portfolio design.
Custom Model Construction - You will support customized proposals for large opportunities.
- You will integrate FT products, including Canvas and alternatives.
- You will collaborate with FTIS portfolio managers and sales partners.
What will help you be successful: Experience, Education & Certifications - 7+ years in portfolio consulting, investment product, or model strategy
- Strong technical understanding of multi-asset portfolio construction, investment vehicles (mutual funds, ETFs, SMAs), and capital markets
- FINRA Series 7 and 63
- CFA, CIMA, or CAIA preferred
- Ability to travel 20-25%
Technical Skills - Proficiency with analytics and planning tools (e.g., Morningstar, PAT, Excel)
Soft Skills - Strong communication and ability to simplify complex concepts
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 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 $150,000 - $175,000, 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, there's 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 life's 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
Learn more about the wide range of benefits we offer at Franklin Templeton 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.
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