Franklin Templeton

Insurance

• Developing and executing a strategic marketing plan
• Partner closely with the Head of Retirement, Insurance and 529 Marketing and business stakeholders to support the development and execution of marketing strategies aligned with business priorities.
• Execute integrated marketing programs across multiple channels, including content, email, web, multimedia, events, sponsorships and promotional campaigns.
• Develop marketing initiatives designed to build awareness and engagement for Franklin Templeton investment strategies and solutions within the marketplace.
• Monitor campaign performance and recommend optimizations based on results, market trends and business objectives.
• Help manage project timelines, budgets and resources to ensure efficient and effective delivery of marketing programs.
• Support key marketing initiatives that advance the strategic priorities of the business.
• Build and maintain strong working relationships with internal stakeholders, including sales, strategic accounts, product marketing, content, digital marketing and compliance teams.
• Establish and maintain relationships with marketing and sales contacts at partner firms to identify opportunities for custom engagement and joint marketing efforts.
• Collaborate with sales and strategic account teams to develop relevant messaging, content and resources that support client engagement and business growth.
• Provide guidance and training on available marketing tools and resources, helping teams maximize their effectiveness in the field.
• Partner with sales, strategic accounts, investment teams and partner firms to support successful product launches and mandate implementations.
• Coordinate the development and execution of launch plans, ensuring key stakeholders are equipped with appropriate materials, messaging and resources.
• Gather and share insights from launch activities and promotional efforts to inform future campaigns and product support strategies.
• Support ongoing post-launch engagement efforts and identify opportunities to enhance adoption and effectiveness.
• Develop and execute product-focused and thematic marketing campaigns aligned with business priorities.
• Utilize a data-driven approach to campaign planning, measurement and optimization, sharing actionable insights with business partners.
• Identify opportunities to engage target audiences through marketing-led programs, lead-nurturing initiatives and strategic content development.
• Manage marketing projects through established planning and briefing processes, ensuring clear objectives, stakeholder alignment and measurable outcomes.
• Collaborate with cross-functional marketing teams to deliver integrated go-to-market strategies efficiently and effectively.

Senior Retirement & Insurance Client Marketing Manager

Manager

• Conduct daily portfolio management duties for long-short and long-only passive, factor, and active portfolios
• Contribute to the improvement of diagnostic, analytical, and research platforms for monitoring accounts
• Work with Portfolio Managers, analysts, and developers to maintain tax management and portfolio construction processes
• Monitor portfolios for adherence to client-driven mandates and risk and tax budgets
• Work daily with Portfolio Solutions and Client Service teams to facilitate trading in client accounts
• Clearly communicate findings and recommendations to the broader team

Associate Portfolio Manager

Implementation Specialist

• Project manage the implementation of Product-driven change events, including prospectus updates, share class launches and fund liquidations
• Become a subject matter expert on Franklin Templeton’s cross-border product offering
• Builds relationships, garners support and resources, and collaborates with business partners such as Legal, Compliance, Franklin Templeton Services, Marketing, Global Shareholder Services, Franklin Templeton Technologies and other departments to sponsor and drive the implementation of product and client initiatives
• Assisting in putting together process documentation to aid the smooth and consistent running of projects within the department
• Research tasks as projects or regulatory requirements come to market
• Identify and contribute to department-specific continuous improvement initiatives
• Assistance in fund launch projects as required with a view of owning fund launch projects in the future
• Supporting more senior team members with administration tasks
• Assisting on large scale projects by helping document the requirements, track actions and reach out to various departments to source information and feedback
• Helping respond to queries received from the business by acting as a subject matter expert for Global Product Development & Implementation related information

Product Development – Implementation Manager

Full-stack Engineer

• Design and implement production-grade multi-agent systems using leading agent frameworks and platforms
• Build agent workflows that integrate context retrieval, reasoning, tool execution, validation, and compliance checks
• Develop distributed services for agent execution with strong observability, monitoring, and failure handling
• Establish tools, data agents, and services to enable context ensuring the AI model is grounded in the correct data and knowledge
• Embed AI agents and chatbots into client-facing platform to surface insights in a natural manner for advisors
• Establish evaluation frameworks for multi-step reasoning accuracy, grounded-ness, hallucination mitigation, and financial correctness
• Implement memory management, context handling, and agent state persistence strategies
• Review interaction issues to continually refine knowledge bases and agent setups
• Partner with product, design, and engineering teams to translate business requirements into robust agent architecture
• Optimize systems for latency, cost efficiency, and reliability in production
• Contribute to infrastructure decisions around model serving, vector databases, caching, and orchestration layers

AI/ML Lead Engineer

Financial Planning and Analysis

• Act as a subject matter expert in analytics
• Validate portfolio and benchmark data accuracy
• Review automated and manual reports
• Resolve data issues and improve processes
• Ensure compliance with policies and standards
• Maintain documentation and support training
• Support system issue resolution
• Align reporting with business needs
• Collaborate with internal stakeholders
• Configure systems for new accounts
• Coordinate onboarding with internal teams

Analyst – Investment Risk Reporting

• Support the creation, quarterly updates, coordination, and delivery of marketing materials, including presentations, commentaries, white-papers, sales materials, and other client-facing communications
• Review marketing materials for accuracy, consistency, formatting, and data integrity, particularly charts, tables, and performance-related content
• Assist with content distribution and internal communications related to new or updated materials. Manage timing, posting, and testing of all periodic materials as PDFs on our website including both marketing materials and regulatory reports
• Collaborate on and manage the monthly marketing content calendar
• Managing internal and external data report creation and distribution
• Support the marketing review process by preparing materials for compliance review, tracking comments and approvals, and assisting with FINRA filing coordination
• Support ad hoc marketing projects, including custom presentations, client data requests, and process improvements

Marketing Associate

Onboarding Specialist

• Serve as a primary point of contact for clients throughout the onboarding journey
• Build trusted relationships with HNW/UHNW clients through proactive communication
• Partner with front office, operations, compliance, and other internal teams to coordinate onboarding activities
• Guide clients through onboarding requirements and provide timely updates
• Review onboarding documentation for completeness, accuracy, and regulatory readiness
• Support process improvement initiatives focused on enhancing onboarding efficiency

Client Onboarding Associate

Digital Marketing

• Develop and execute digital marketing plans that support Royce’s sales, marketing, brand awareness, client engagement, and product promotion objectives
• Oversee the day-to-day management of Royce’s primary digital marketing channels, including email, website content, marketing automation, and social media promotion
• Plan and execute recurring and short-term promotional campaigns
• Recommend new digital approaches, content formats, and distribution strategies to improve engagement with clients, prospects, and financial professionals
• Lead the day-to-day strategy and execution of Royce’s marketing automation programs, including email campaigns, audience segmentation, distribution logic, testing, reporting, and optimization
• Conceptualize and execute email content and overall engagement strategy
• Prepare, format, test, and send recurring marketing emails, including weekly communications and promotional campaigns
• Maintain and optimize digital subscription preferences, audience segmentation, suppression rules, and list hygiene practices to improve email relevance, deliverability, and engagement
• Coordinate with the firm’s Legal Department to ensure all emails and related content are compliance approved and filed with FINRA when necessary
• Test email content across devices and browsers for functionality, presentation, and user experience
• Manage the content delivery process in Royce’s content management system, including entering, updating, reviewing, and publishing web content
• Build article drafts, coordinate proofs, and manage approvals
• Manage posting schedule of all website content while working with the team to choose masthead slot for each, as well as mapping all content to audience
• Coordinate social media promotion for new and existing content, tailoring messaging and format by platform
• Maintain strong quality-control standards for all digital content, including proofreading, copyediting, link testing, formatting, and data accuracy
• Manage digital analytics reporting across email, website, and social channels
• Use analytics to identify opportunities to improve content distribution, metadata, audience targeting, client engagement, and website traffic
• Build recurring and ad hoc reports that translate performance data into actionable recommendations for marketing and sales

Senior Digital Marketing Associate

Client Services Representative

• Effectively respond to ad-hoc advisor inquiries.
• Facilitate responses to account transition requests.
• Accurately onboard new accounts and ensure the appropriate settings are applied.
• Provide an excellent advisor experience that encourages them to want to use Canvas more.
• Work with colleagues on complex cases.

Client Service Specialist

Chief Marketing Officer

• Develop and execute a strategic marketing plan
• Partner closely with the Head of US Marketing to lead a comprehensive marketing strategy for the US wealth and global enterprise business
• Lead a team of marketing managers and specialists
• Build and mentor high-performing teams
• Contribute to budget management
• Responsible for implementing marketing tactics aimed at building brand awareness
• Accountable for continuous evaluation of marketing plan
• Partner with the Head of US Marketing on key initiatives
• Actively participate in high-level strategic decision-making processes
• Foster long-term, strategic partnerships
• Make strategic decisions that balance competing priorities
• Create and lead the execution of launch strategies
• Develop and lead the execution of product and thematic campaigns