Franklin Templeton · 23 hours ago
VP, Model Specialist
Stamford, Connecticut, United States of America
Full-time
Hybrid
Mid, Senior Level
$150K/yr - $175K/yr
7+ years expFranklin Templeton is a dynamic firm that spans asset management, wealth management, and fintech, offering innovative solutions to help clients achieve their investment goals. The Model Specialist plays a critical role in bridging investment capabilities with the needs of financial advisors, providing guidance on portfolio design and model implementation.
Financial ServicesHedge FundsProfessional ServicesWealth Management
Responsibilities
Articulating and positioning FTIS’ investment models
Assisting financial advisors who operate as portfolio managers (Rep-as-PM) with portfolio construction guidance and education on FTIS investment models
Delivering FTIS customized model portfolios and analytics for high-net-worth clients and institutions
Identifying opportunities for FTIS investment models by building relationships with firm Centers of Influence
You will deliver portfolio construction guidance rooted in FTIS and Institute’s capital markets outlook
You will educate financial advisors and internal sales teams on FTIS model portfolios
You will conduct advisor workshops, due diligence meetings, and portfolio reviews
You will support geographic coverage across multiple channels
You will engage with advisors using in‑person, phone, and screen‑share interactions
You will become an expert in FTIS allocation views and positioning
You will prepare and deliver presentations on model portfolios
You will stay informed on market trends and investment strategies
You will collaborate with advisors to drive adoption of portfolios
You will ensure communications meet regulatory and risk requirements
You will work with marketing, sales, and operations
You will contribute toward a shared FTIS model sales goal
You will consult with advisors to review and enhance their models
You will provide diagnostics and analysis using PAT (Portfolio Analytics Tool)
You will offer guidance on portfolio design
You will support customized proposals for large opportunities
You will integrate FT products, including Canvas and alternatives
You will collaborate with FTIS portfolio managers and sales partners
Qualification
Required
7+ years in portfolio consulting, investment product, or model strategy
Strong technical understanding of multi‑asset portfolio construction, investment vehicles (mutual funds, ETFs, SMAs), and capital markets
FINRA Series 7 and 63
Ability to travel 20–25%
Proficiency with analytics and planning tools (e.g., Morningstar, PAT, Excel)
Strong communication and ability to simplify complex concepts
Preferred
CFA, CIMA, or CAIA preferred
Benefits
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
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center
Onsite cafeteria
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
2026-01-22
2026-01-16
2026-01-16
Company data provided by crunchbase