Team Leader, Financial Protection Contact Center
Guardian Life
Investment Associate, National Investment Team
Franklin Templeton
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $100,000 per year
Job Level
JuniorMid-Level
About the role
- partner with the Director of Portfolio Management on high-priority strategic business initiatives
- act as a proxy or delegate for the Director when needed
- lead strategic projects through to successful completion with full accountability
- ensure strategic alignment across departments to support firm-wide investment goals
- contribute to operational oversight of the investments platform
- address issues across investment operations, compliance, marketing, and digital enablement
- navigate complex priorities to drive initiatives that support long-term investment strategy
- liaise between the investment team and Portfolio Management, Relationship Management, and Asset Allocation
- collaborate with Digital Strategy, Marketing, Trust & Estates, and Investment Operations teams
- work across departments and business functions at senior levels
- engage in cross-functional business management tasks
Requirements
- Bachelor's degree in Finance, Economics, Business Administration, or related quantitative field
- 2–5 years of experience in wealth management, investment banking, or asset management with exposure to investment strategy, portfolio operations, or business management
- Progress toward or completion of CFP, MBA, or equivalent advanced certification is a plus
- Familiarity with regulatory and compliance environment in wealth and asset management
- Advanced proficiency in MS PowerPoint and Excel (Power BI highly desirable)
- Experience with CRM systems such as Microsoft Dynamics
- Experience with investment management software or digital strategy implementation projects preferred
Benefits
- annual discretionary bonus
- 401(k) plan with a generous match
- recognition rewards
- comprehensive benefits package
- competitive healthcare options
- insurance and disability benefits
- employee stock investment program
- learning resources and career development programs
- reimbursement for certain education expenses
- paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
- motivational wellbeing program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment strategyportfolio operationsbusiness managementregulatory complianceadvanced proficiency in MS PowerPointadvanced proficiency in MS ExcelPower BIinvestment management softwaredigital strategy implementation
Soft skills
leadershipstrategic alignmentcollaborationcross-functional managementaccountabilityproblem-solvingcommunicationoperational oversightnavigating complex priorities
Certifications
Bachelor's degreeCFPMBA
