Product Specialist - Franklin Equity

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success.

Team & Role Overview

About the Team and Department

Franklin Equity (FE) is an investment group within Franklin Templeton managing more than $200 billion globally, offering in-depth expertise in managing global, U.S., sector and thematic equity strategies across the style and market-capitalization spectrum. Rooted in Silicon Valley and invested worldwide, Franklin Equity draws on perspectives across public and private markets, from growth to value. We seek to understand how innovation and transformational change are reshaping companies and industries, and where long-term value may emerge next. Our diverse range of investment products, including mutual funds, ETFs, SMAs, and CITs, are designed to cater to the future-focused investor.

About the Role

We are looking for a Product Specialist to join our team in San Mateo, CA. Working closely with Franklin Equity's investment team, the Product Specialist will serve as a product expert and product champion for several equity strategies, largely focused on high-growth themes including technology and biotechnology. The Product Specialist is responsible for the promotion, defense, and competitive positioning of the product line, and is actively involved in global distribution initiatives as well as institutional and retail client service. Key success metrics include demonstrating ownership, strategic direction-setting, and prioritization for the assigned investment strategies.

How You Will Add Value

• Serve as the primary subject matter expert (SME) for the investment-related aspects of several equity investment strategies to sales, client service, consultant relations, marketing, other business partners and external clients.
• Support asset growth and retention through the development of strategic messaging 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.
• Effectively and efficiently answer client servicing questions, articulate investment team views, and respond to performance and other investment-related inquiries on assigned investment strategies.
• Perform portfolio and market analysis to enhance investment narrative and strategic messaging in support of business development and client servicing efforts.
• Liaise with internal marketing teams to communicate updates and develop new content for standard and ad hoc client presentation materials.
• Partner with FT's product strategy teams to reposition, extend and innovate the FE product line including product rationalization, launching new strategies, and executing product line extensions. This includes development of investment guidelines and pricing frameworks.
• Develop investment-related insight for use in investment communications including RFPs, DDQs, pre-sale and post-sale marketing collateral, and corporate communications.
• Partner with investment staff and writers to develop thought leadership and white papers for a range of client groups.
• Assess new product and business opportunities (customized separate accounts, sub-advised products, and new funds).
• Update and deliver monthly and quarterly performance data to internal business partners.
• Support broader platform or corporate initiatives and ad hoc projects.

What Will Help You Be Successful in This Role

Experience, Education & Certifications

• Excellent communication skills (written and verbal) and attention to detail.
• High proficiency in business desktop applications, including Microsoft PowerPoint, Excel, and Word. Knowledge of Morningstar Direct and FactSet is preferred.
• Demonstrated proficiency in using AI models and tools to streamline workflows, automate routine tasks, and improve efficiency and output quality.
• Excellent organizational and project management skills; able to adhere to schedules, manage multiple priorities, and manage project flow with a meticulous mind under deadline pressure
• Strong analytical skills, with the ability to translate complex portfolio data (such as performance attribution reports or other analytics) into client-friendly content.
• Strong collaboration and interpersonal skills, with ability to effectively communicate with senior professionals.
• High energy, a strong drive to succeed, and the ability to work effectively in a team environment.
• Demonstrated knowledge of distribution channels, investment vehicles and pricing structures.
• Curious to learn about new and different products and portfolios; experience with thematic equity investing is a plus.
• CFA and/or MBA/graduate degree in finance or economics, or progress toward attaining, preferred.
• FINRA Series 7, Series 63 preferred.

Applicants must be legally authorized to work in the United States. Franklin Templeton will not provide sponsorship for employment-based visas, either now or in the future, for this position.

Work Schedule & Location

• Hybrid work schedule (4 days in office)
• Work Location: San Mateo, CA

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. We expect the annual salary for this position to range between $135,000 to $155,000, plus an annual discretionary bonus, depending on location and level of relevant experience.

Staffing Agency Disclaimer:

Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.

#MID_SENIOR_LEVEL

#LI-Onsite

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That's why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

Highlights of our benefits include:

• Paid Time Off: Three weeks of PTO in your first year
• Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
• Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
• Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
• Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.