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About the Role

Franklin Templeton Investment Solutions (FTIS) delivers customized investment solutions. This role is responsible for ensuring FTIS’ OCIO and broader solutions capabilities are accurately understood, consistently positioned, and effectively represented across the third party evaluator (TPE) community, serving as the primary liaison between TPEs and the firm.

Responsibilities

• Serve as FTIS’ primary point of contact for third party evaluators (TPE).
• Develop a strong understanding of each TPE’s coverage model and approval processes.
• Build and maintain long-term, trusted relationships with TPE search and monitoring teams.
• Obtain coaching from TPE contacts at key points during a pursuit, and constructive feedback for won and lost opportunities.
• Manage third party evaluator reviews, updates, and recurring evaluations.
• Coordinate and participate in TPE meetings including due diligence sessions.
• Ensure TPEs have timely access to investment insight, updates, and market perspectives from FTIS and the broader Franklin Templeton organization.
• Design and manage a program to create meaningful interactions with professionals at TPEs to build relationships.
• Contribute to the development and articulation of Franklin’s behavioral/experiential brand for OCIO, obtaining feedback from the TPE community on resonance and credibility.
• Contribute to responses to TPE DDQs and RFPs.
• Maintain registration on TPE databases and platforms.
• Partner closely with investment, product, risk, compliance, and legal teams to deliver accurate, consistent, and compliant responses.
• Ensure relevant OCIO professionals leverage opportunities to interact with TPE professionals during travel and conference participation.
• Identify opportunities to invite TPE professionals to broader FT events as well as OCIO-specific events.

Requirements

• 5–10+ years of experience in Consultant Relations, Institutional Client Relations, Investment Consulting, or Asset Management.
• Direct experience working with investment consultants and/or OCIO search consultants (TPEs).
• Strong understanding of institutional investing, asset allocation, and manager selection processes.
• Excellent written and verbal communication skills.
• Strong active listening and soft skills.
• Agility and creativity.
• Resilience, including ability to handle rejection or losses well and pivot to capturing learnings from failure / mistakes.
• Ability to manage multiple review cycles and TPE relationships simultaneously.
• Must attach resume / CV; applications without a resume file attachment will not be reviewed.

Skills

• LinkedIn Sales Navigator
• Digital marketing
• Building and managing online communities

Location

• New York City, NY

Work Type

• Hybrid
• Four days in office
• Full-time

Experience Level

• MID_SENIOR_LEVEL

Salary/Compensations

• $190,000 to $250,000
• plus an annual discretionary bonus

Benefits

• Competitive and valuable range of total rewards—monetary and non-monetary
• Annual discretionary bonus
• 401(k) plan with a generous match
• Recognition rewards
• Comprehensive benefits package
• Range of competitive healthcare options
• Insurance
• Disability benefits
• Employee stock investment program
• Learning resources
• Career development programs
• Reimbursement for certain education expenses
• Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
• Motivational well-being program
• Three weeks of PTO in your first year
• Competitive medical, dental, and vision insurance
• 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
• Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
• Learning Education Assistance Program (LEAP)
• Opportunity to purchase company funds with no sales charge

About the Company

• At Franklin Templeton, we believe success is built through powerful partnerships.
• As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together.
• We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation.
• Our talented, global teams bring expertise that is both broad and unique.
• From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

Equal Opportunity

• Franklin Templeton is an Equal Opportunity Employer.
• We are committed to providing equal employment opportunities to all applicants and 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.