Client Portfolio Manager, Advisory Solutions

Franklin Templeton

Client Portfolio Manager in Advisory Solutions at Franklin Templeton, supporting Multi-Asset Portfolios and engaging with financial advisors, requiring market expertise and stakeholder communication.

Posted 7/6/2026full-timeSan Mateo • California • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios and ETFs by representing investment philosophy, process, and performance.
50% travel to support business development efforts using FTIS investment insights providing topical market/product commentary and supporting FTIS’s view.
Engage with and support a large field sales organization and support on-demand inquiries.
Participate in the preparation for and execution of client/sales related meetings.

Requirements

What you’ll need

Bachelor’s degree required; MBA preferred (CFA a plus)
5-10 years of work experience in asset management
Passion for the markets and knowledge of multiple investment vehicles including Mutual Funds, ETFs, and SMAs.
Experience as product or distribution specialist with strong understanding of investment concepts and desire to grow a business.
Experience presenting to and working with Financial Advisors
Ability to communicate investment insights effectively with internal and external stakeholders
Experience using investment software and analytics (i.e. Bloomberg and Morningstar)
Knowledge of the current competitive investment landscape (i.e. strategies, classifications, and channels) is a plus.

Benefits

Comp & perks

Paid Time Off : Three weeks of PTO in your first year
Health Coverage : Competitive medical, dental, and vision insurance to support your well-being
Retirement Savings : 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
Equity & Investing : Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
Learning Education Assistance Program (LEAP) : To support your ongoing growth and career advancement
Employee Investment Benefits : Opportunity to purchase company funds with no sales charge

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

Investment ConceptsMulti-Asset Model PortfoliosETFsMutual FundsSMAs

Soft Skills

Effective CommunicationStakeholder Engagement

Certifications

Bachelor's DegreeMBACFA