Investment Marketing Director (Franklin Mutual Series)

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified 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 offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.

Come join us in delivering better outcomes for our clients around the world!

We are looking for an Investment Marketing Director to join Franklin Mutual Series (FMS) based in Short Hills, NJ. Franklin Mutual Series (FMS) is an investment advisory unit of Franklin Templeton managing more than $35 billion. We are fundamental, bottom-up value investors with a 75-year track record. Our research focuses on undervalued stocks with viable catalysts, and we intentionally construct diversified portfolios that seek to deliver top quality outcomes for our clients. Our strategies cover a range of geographies (US, International, Global) and capitalizations (small, mid, large).

The FMS Business Team sits within the investment team and is responsible for ensuring that FMS's investment products are positioned at the highest levels of investment market standards, and that this is effectively communicated internally and externally. This role will support various facets of developing marketing and investment content to support and promote the activities and future growth for FMS. This includes thought leadership, communications, investment capabilities messaging and positioning, custom presentations, and partnering with internal business groups to enhance our digital presence. The ideal candidate will be hands-on and responsible for developing and executing compelling marketing strategies and narratives that highlight the unique propositions of our value investment strategies. This role demands a balance of creativity, market insight, and the ability to craft messages that resonate with our diverse client base, including retail and institutional investors.

You will report to the Head of Business Strategy, alongside FMS's business strategy and portfolio management teams to support growth initiatives and build the FMS profile globally. You will be liaising with key stakeholders and partners, including the broader FMS investment team, local/global marketing, client service, distribution, compliance, and corporate communications. This position is located in Short Hills, NJ and offers a hybrid work schedule with a minimum of two days in the Short Hills office.

What are the ongoing responsibilities of this position?

• Establish and manage relationships with key partners and stakeholders across the firm, including the broader FMS business strategy team, FMS investment team, local and global marketing, client service, distribution, compliance, and corporate communications.

• Promote the gathering and retention of assets under management through the development of strategic messaging, in partnership with FMS business strategy and investment teams, for use with a wide range of internal (sales, client service, marketing, and consultant relations) and external (potential and existing clients, consultants and third parties) audiences.

• Develop content for standardized marketing materials (e.g., strategy pitchbooks), updating and refreshing narrative and visual messaging over time as well as broader thematic or macro content.

• Develop high quality custom presentations to support client meetings, conferences/events, and new opportunities in partnership with client portfolio managers, research analysts, portfolio managers, and FMS product team.

• Manage content calendar to ensure timely delivery of materials in support of thought leadership pieces, webinar support, and internal marketing initiatives.

• Provide principal review and oversight of internally developed and distributed content; ensure compliance with local regulations.

• Support local and regional marketing campaigns and promotions with FMS specific content and views as needed.

• Act as a strong partner to client portfolio managers with deep understanding of FMS investment capabilities / products and clients, to be developed over time.

• Be the marketing "go to" for FMS team members and importantly, share insights, preferences, and 'rules of the road' back to FMS business strategy and investment teams.

• Tailor FMS thought leadership to local/regional audience, where relevant

• Partner with internal business groups regarding social media and web strategy, where appropriate.

What qualifications, skills and experience would help someone to be successful?

• 5-10 years in product, marketing or other pertinent industry experience, preferable with a focus on investment management, investment consulting or buy-side experience

• Excellent communication skills (written and verbal) and attention to detail

• Ability to be hands on in this individual contributor role.

• Proficiency in business desktop applications, primarily Microsoft PowerPoint, Excel, and Word

• Strong understanding of investment products and industry; robust understanding of the institutional buying process is a plus

• Experienced in stakeholder management and building long-term relationships and trust, ideally across multiple geographies and functions

• Capable of understanding clients' needs / solutions that are being proposed, and how to bring the narrative and solution to life in a visual format using PowerPoint or other equivalent ways

• Able to adhere to schedules, handle multi-tasking, manage project flow with a meticulous mind under deadline pressure

• Proactive and independent team player who enjoys taking initiatives in large variety of tasks and projects

• Strong collaboration and interpersonal skills, with ability to effectively communicate with senior professionals

• Comfortable and willing to work within a global organization across functions, channels, and multiple time zones upon request

• Comfortable in reading and interpreting spreadsheets, data, and portfolio analysis

• Curious to learn about new and different products and portfolios; experience with global equities and thematic/growth and innovation investing is a plus

• Bachelor's degree in marketing, Business Administration or related field. An MBA or relevant postgraduate degree is a plus

• FINRA Series 7, Series 63, and Series 24 preferred; ability to attain these licenses expected within 6 months of hire

Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $165,000 - $200,000.

When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.

#LI-Hybrid

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. 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.

Hear more from our employees

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 existing 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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.