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! The Franklin Templeton US Product & Specialty Sales team is seeking an exceptional candidate to join the team as a Product Strategy Senior Associate. This solution-oriented individual will contribute to the growth of Franklin Templeton’s US product set across all asset classes by supporting a broad set of activities across Sales, Product, and other various teams across Franklin Templeton. What is the Product Strategy Senior Associate responsible for? This individual will partner across US Distribution and the firm’s investment managers to help drive our product development and strategy efforts. The role will work closely with senior leaders to ensure Franklin Templeton’s product offering is in line with customer needs, market trends, and the goals of the US business. This position will be primarily responsible for gathering, analyzing, and reporting product and industry data. This position will involve working with large volumes of data (i.e., performance, assets, flows, fees, characteristics) for an evolving set of investment vehicles, including mutual funds, exchange-traded funds (ETFs) and separate accounts (SMA). What are the ongoing responsibilities of a Product Strategy Senior Associate? Continuously monitor and research competitor, client, regulatory, and industry trends to identify opportunities for innovation and product development Help define and build the business case for product strategy and new product development for senior stakeholders across distribution and investment leadership. Collaborate with key partners across the broader product, data, and investment teams to analyze sales, performance and characteristic data Identify industry/competitive data-related needs of key partners by working with databases and other sources to offer solutions for delivery on a systematic and/or recurring basis Contribute to the development of business processes and structure Help educate/develop internal partners in finance/legal/marketing, etc. on US product -specific issues and how to evolve processes to meet those needs What ideal qualifications, skills and experience would help someone to be successful? Bachelor’s Degree required; progress towards CFA or CAIA preferred 3-5 years of investment management industry experience, preferably in product development/management or a related function Current knowledge of investment products, financial markets, and financial operations Solutions-oriented with the ability to work in a fast-paced environment Strong demonstrated ability to accurately curate and understand data from Morningstar Direct, SimFund, eVestment, Lipper and other relevant sources Experienced in manipulating large data sets using Excel and other programs and creating related polished documentation using PowerPoint, MS Word and Excel. Familiarity with Python, SQL or other coding tools as well as experience working in cloud-based database such as Snowflake or Databricks is helpful, but not required Familiarity using Tableau or PowerBI to visualize data through dashboards is helpful, but not required Comfortable leading or managing multiple project workstreams Strong organizational and multitasking skills; ability to deal with ambiguity & rapid change and competing deadlines Excellent interpersonal and communication skills, both written and verbal Ability to review and synthesize information and form independent judgments Strong analytical and quantitative abilities High attention to detail, strong organizational skills and excellent follow-through Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. 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 $95,000 - $115,000. #LI-US #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. When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value perspectives brought by global diversity. And, although we are all different, we have one thing in common: we are dedicated to what we do. So whether you're starting your career journey, are well on your way, or are seeking a new direction, you'll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry! Get to know us better