Client Marketing Manager – Private Wealth

  • Competitive
  • San Mateo, CA, USA San Mateo CA US
  • Permanent, Full time
  • Franklin Templeton Investments
  • 17 Mar 18 2018-03-17

Client Marketing Manager – Private Wealth

At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

The Client Marketing Manager-Private Wealth will play a vital role in the ongoing development and maintenance of Franklin Templeton's marketing efforts in the private wealth advisor market place focused on RIAs, private banks and bank trusts. Responsibilities include development, execution and support of client-based marketing programs and materials. This position requires strong knowledge of the investment industry and financial markets, exceptional written and verbal communication skills as well as project management expertise to assist in the development of industry-leading marketing programs.

Job Responsibilities Include:

  • Creates marketing strategy , programs and content for the US private wealth business, in consultation with senior leaders within the department.
  • Drives messaging and works collaboratively across marketing teams to develop necessary content and promotions in accordance with the client marketing plan.
  • Directs specific projects as assigned by leadership to deliver on goals jointly agreed up on with partners to drive the private wealth business forward.
  • Leads the process for objective and goal setting and ongoing measurement
  • Creates and/or coordinates the creation of client-specific content
  • Leads the process for objective and goal setting, tracking progress, reporting metrics
  • Liaise with key internal partners to obtain in-depth expertise of client needs, business insight and market trends to create effective marketing programs.
  • Monitor fund, industry and market activities
  • Remain current with FINRA compliance rules

Ideal Candidates will have:
  • Bachelor's degree, preferably with a major in economics, business or marketing. MBA a plus.
  • 5+ years' experience in investment product marketing/communication role
  • Experience in financial services marketing, specifically to the RIA market preferred
  • Series 6 License or ability to obtain, Series 7 a plus
  • Deep understanding of financial markets, mutual funds, ETFs and the financial services industry
  • Strong project management and organizational abilities
  • Proven ability to write compelling marketing content
  • Knowledge and experience with print and digital marketing
  • Self-starter who can work independently or with minimal supervision
  • Able to manage multiple projects at one time
  • Knowledge of office applications (Microsoft Word, Excel, PowerPoint, Outlook)
  • Knowledge of regulatory and industry rules, guidelines, and standards strongly desired (SEC, FINRA, GIPS Ò )
Knowledge, Skills and Abilities:
  • Deep understanding of financial markets, mutual funds, ETFs and the financial services industry
  • Strong written and verbal communication skills
  • Strong project management and organizational abilities
  • Likes a fast-paced environment and can successfully manage multiple projects at one time
  • Experience working with cross-functional and multi-channel teams (e.g. sales/marketing, client service, management, legal, performance, and graphics)
  • A true team player, translating prior knowledge and experience into strong and productive relationships internally and externally
  • Self-starter who can work independently or with minimal supervision
  • Maintain updated knowledge of procedures, products and activities of assigned area
  • Effective interpersonal skills, proficiency at prioritization, the ability to simultaneously manage multiple tasks, and the ability to operate under tight deadlines
  • Ability to manage projects that involve team members from other departments
What makes Franklin Templeton Investments unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards -the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:
  • Three weeks paid time off the first year
  • Medical, dental and vision insurance
  • 401(k) Retirement Plan with 75% company match, 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

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities . An emphasis on corporate citizenship is embedded in our culture and values , and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people , and see what it means to say, "I AM Franklin Templeton".

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities.