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Client Portfolio Manager, Advisory Solutions (FTIS) @ Franklin Templeton

San Mateo or San Ramon or PasadenaOnsiteFull TimePosted 7 days ago

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About this role

Client Portfolio Manager, Advisory Solutions (FTIS) at Franklin Templeton. Location: San Mateo or San Ramon or Pasadena. Role: supporting products, traveling business, engaging advisors Requirements: Bachelor's degree required (MBA preferred, CFA a plus). 5+ years asset management experience, product/distribution experience, strong presentation and communication skills, familiarity with Bloomberg and Morningstar. Category: Finance and Accounting Seniority: Senior Level Tools: Bloomberg, Morningstar Certifications: cfa Commitment: Full Time Workplace: Hybrid Languages: English

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Client Portfolio Manager, Advisory Solutions (FTIS) at Franklin Templeton | ResuMinder Jobs