Senior Investment Marketing Specialist

Franklin Resources Boston , MA 02298

Posted 3 days ago

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!

Within the U.S. Marketing organization sits the U.S. Investment Marketing team which is responsible for developing and executing marketing activities for U.S. priority mutual funds, Separately Managed Accounts (SMAs) and Models. Marketing activities include the development and management of marketing collateral across product launches, promotional product content, email promotions/programs and social media.

The Senior Investment Marketing Specialist for Franklin Templeton's U.S. Marketing organization will report to a Investment Marketing Director and will primarily help position Franklin Templeton's capabilities for Separately Managed Account (SMA) products in the U.S. Distribution organization, research competitive trends in marketing those strategies, and help drive marketing and promotional initiatives related to those strategies.

This individual will work closely with other U.S. Marketing colleagues and act as a liaison on marketing specific matters, collaborating with dedicated SMA Distribution members, several independent Specialized Investment Managers' marketing organizations, Global Advisory Services ("GAS") Central Marketing Operations areas, and Compliance analysts. This role will have high visibility across the organization.

What are the ongoing responsibilities of the Senior Investment Marketing Specialist?

Role Focus:

  • Own ongoing timely production of quarterly content for SMA sales team use.

  • Help lead marketing stream for SMA product launches and change initiatives, including owning web and core suite content display.

  • Anticipate impact of SMA product changes across all content (including web). Design and initiate action plan to ensure consistency, timeliness and accuracy of product information

  • Own distribution of materials on internal systems

  • Manage compliance oversight process to ensure all materials adhere to established policies, procedures, and controls in place for audit purposes

  • Identify areas for process efficiencies within the group and/or using technology to improve the materials creation process. Opportunity to streamline processes and production to make it more efficient.

  • Partner with client marketing and integrated marketing teams to optimize web engagement strategy

How candidates will be successful:

  • Work independently, yet collaboratively, to develop scalable pitch and product support materials.

  • Work cross-functionally across U.S. distribution to promote and educate on our SMA platform.

  • Understand the big picture and look for ways to align tactical needs with strategic focus

  • Strong attention to detail and ability to prioritize across multiple projects

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

  • Bachelor's degree, preferably with a major in economics, mass communication or marketing.

  • Passion to learn about the asset management industry and SMA market

  • Strong attention to detail

  • Strong project management and communication (both verbal and written) skills.

  • Effective interpersonal skills, proficiency at prioritization, the ability to simultaneously manage multiple tasks, and the ability to work under tight deadlines

  • A true team player, translating prior knowledge and experience into strong and productive relationships

  • Functional knowledge of investment landscape with the ability to apply those concepts to the development of compelling product stories, content, and materials

  • Basic knowledge of regulatory and industry rules, guidelines, and standards

  • Experience with Excel and PowerPoint

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. We expect the salary for this position to range between $75,000 - $85,000.

#ASSOCIATE

#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.


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