New York, New York, USA
22 days ago
VP, Senior ETF Product Specialist

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!

What is the VP, Senior ETF Product Specialist responsible for?

The ETF Product Specialist is responsible for supporting the efforts of the broader ETF initiatives and acts as a liaison between investment management, distribution, and other internal and external business partners. The individual is expected to help lead the product development efforts in growing the ETF line-up to support the ambitious growth of the US ETF business. The role will provide the- individual the opportunity to shape the ETF product line up at a Global Asset Manager as well as represent the firm externally as an ETF product subject matter expert. The day-to-day role within ETF Product Strategy is a fluid one, with the immediate needs of the product generally dictating what must be the required focus. This person works in a small product strategy team reporting to the Head of US ETF Product Strategy & Development and will work closely with internal partners to strategize and research, develop the range, and promote ETFs.

What are the ongoing responsibilities of a VP, Senior ETF Product Specialist?

Strategy and design of index-based and active US ETFs predominantly across equity and fixed income.

Idea generation - identify, research, and assess solution driven ETF product and business opportunities across multiple exposures and asset classes and ensuring regulatory alignment

Prepare and present compelling fund proposals to new product committees and secure relevant approvals

Collaborate with portfolio managers, index and active, in all aspects of the portfolio construction

Collaborate with index providers on the construction of new indices.

Work closely with all relevant teams across the organization in the launch of new products, product enhancements, MF to ETF conversions, and closures.

Ensure projects are executed according to the vision and implemented within deadlines

Utilize appropriate resources in order to provide research and analysis of all aspects of competitive ETF products performance, competitive industry landscape, firm product performance, and peer performance

Provide Portfolio Manager perspective (investment strategy positioning and performance context, voice, and messaging) to internal business partners and others responsible for producing and delivering content to internal and external audiences

Contribute content for ETF thought leadership and white papers to be used with the most sophisticated client groups and then leveraged in most investment content firm wide

Educate and train internal audiences on ETF investment strategies and products. Articulate investment philosophy, process, and performance

Prepare and deliver effective pitches at meetings and for calls to prospective clients

Opportunity to represent the firm as an ETF subject matter expert at client events, roadshows, and conferences

What qualifications, skills and experience would help someone to be successful?

Undergraduate degree. Additionally, CFA, MBA, or Master's in Finance or Economics is a plus.

FINRA Series 7 and 63 licensed

Several years of ETF experience is required as well as experience in presenting to clients directly

Familiarity and understanding of index methodology design

Ability to develop detailed competitive analysis and thought leadership on differentiating characteristics of the Franklin Templeton ETF platform relative to industry peers

Working knowledge of portfolio construction techniques and model portfolio development

Strong financial market knowledge across multiple asset classes

Knowledge of broader asset management trends and current regulations (i.e. MF to ETF Conversions)

Desire to learn and grow, willingness to take on a broad set of assignments

Proactive in nature, intellectually curious and extremely detail-oriented with a commitment to working within a team and broader ETF group

Strong analytical and problem-solving skills

Superior Microsoft Excel and PowerPoint skills required

Excellent organizational and project management skills

Knowledge of data sources for performance, flows and relevant competitive information is a plus (Morningstar, FactSet, Bloomberg , eVestment)

Working knowledge of utilizing APIs, Python or other ways to scale data is beneficial

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 $175,000 and $215,000.

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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

Learning and Education Assistance Program (LEAP)

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 or adjustment 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 or adjustment 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.

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