Investment Marketing Director - Franklin Equity Group

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 the Franklin Equity Group (FEG) based in San Mateo, CA. Franklin Equity Group (FEG) is an investment advisory unit of Franklin Templeton managing more than $130 billion across a variety of mutual funds and other investment vehicles. Franklin Equity Group offers in-depth expertise in managing global, U.S., sector and thematic equity strategies across the style and market-capitalization spectrum. We are at the forefront of reshaping the investment landscape through our dedicated focus on growth and innovation. Our diverse range of investment products, including mutual funds, ETFs, SMAs, and CITs, are designed to cater to the future-focused investor.

The FEG Business Development Team sits within the investment team and is responsible for ensuring that FEG'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 FEG. 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 responsible for developing and executing compelling marketing strategies and narratives that highlight the unique value propositions of our growth and innovation-focused investment products. This role demands a balance of creativity, market insight, and the ability to craft messages that resonate with our diverse client base, including institutional and retail investors.

You would report to the Head of Business Development for FEG and work very closely with the Head of Product Strategy, alongside the primarily San Mateo-based portfolio management team to support growth initiatives and build the FEG profile globally. You will be liaising with key stakeholders and partners, including the broader FEG investment team, local/global marketing, client service, distribution, compliance, and corporate communications. This position is located in San Mateo, California.

• Establish and manage relationships with key partners and stakeholders across the firm, including the broader FEG product team, FEG 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 FEG product 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 high quality custom presentations to support client meetings, conferences/events, and new opportunities in partnership with institutional portfolio managers, research analysts, portfolio managers, and FEG product team.

• 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.

• 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 FEG specific content and views as needed.

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

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

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

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

• Five to ten years in sales, 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

• 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.

Job Location: San Mateo, California

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