Solutions Portfolio Manager

Franklin Templeton

Solutions Portfolio Manager creating and supporting custom indexed strategies for investment clients. Collaborating with teams to win mandates and enhance existing multi-asset strategies.

Posted 5/8/2026full-timeNew York City • Connecticut, New York • 🇺🇸 United StatesMid-LevelSenior💰 $140,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Support FTIS’s market-leading indexed solutions business, including products such as Fixed Index Annuities (FIAs), Registered-Index Linked Annuities (RILAs), Structured Notes and Indexed Universal Life (“IUL”).
Collaborating with the systematic solutions team to design products which leverage FT investment capabilities, meet client needs, and maximize product suitability across different distribution channels.
Review market trends, client needs, and the competitive landscape to identify areas of opportunity.
Develop a keen understanding of industry leaders in key product categories, how the products are structured and key points of differentiation.
Assist in creation of marketing materials, client review materials and RFP content for indexed solutions.
Respond to client inquiries and questions about portfolio performance, including writing regular performance commentary and marketing presentations.
Work closely with FT’s distribution and sales teams to win new mandates and support existing insurance clients.
Support FTIS’s existing variable annuity and retirement business – this largely includes sub-advised, multi-asset and quantitative strategies within variable annuities, VITs and target date funds.
Utilize quantitative tools for the construction of custom portfolios based on client needs and defined parameters.
Provide investment insight while working collaboratively with portfolio management, Client Solutions, and Systematic Solutions teams to both enhance existing strategies as well as develop new client driven solutions.

Requirements

What you’ll need

5 - 10 years of experience in multi-asset investments and working with institutional and retail channel clients.
Strong finance; with foundational knowledge of financial markets and investing strategies.
Bachelor’s degree in a numerical discipline such as mathematics, science, engineering, business administration or economics
Industry knowledge regarding systematic strategies and index-linked insurance products, such as FIAs or RILAs is a strong benefit
Strong familiarity with MSFT Excel, PowerPoint and Word
Knowledge and comfort with quantitative concepts and quantitative multi-asset strategies
Experience using third party applications to analyze data, such as Bloomberg or other data platforms
Industry designations such as CFA or others are a plus.
Strong work ethic and drive are a must – this candidate will be maintaining and growing a thriving business.
Strong communication skills, both with clients and internal partners.

Benefits

Comp & perks

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*

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

multi-asset investmentsfinancial marketsinvesting strategiesquantitative conceptsquantitative multi-asset strategiesportfolio constructionperformance commentarymarketing presentationsdata analysis

Soft Skills

strong work ethicdrivecommunication skillscollaborationclient relationship management

Certifications

CFA