Posted:
10/24/2024, 12:14:25 PM
Location(s):
Scotland, United Kingdom ⋅ England, United Kingdom ⋅ City of Edinburgh, Scotland, United Kingdom ⋅ London, England, United Kingdom
Experience Level(s):
Expert or higher ⋅ Senior
Field(s):
Product
At Franklin Templeton, we’re advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
Responsible for UK product governance including UK Fund and UK distributed cross-border fund reviews (Assessment of Value and Consumer Duty assessment and reporting). Partners with senior product and distribution leadership clients to influence retail and/or institutional product strategy within the region. Applies regional expertise of retail and/or institutional markets to determine future product needs and works with product Development and Implementation team to effect changes within our product line up. Primary focus: Ensuring our product range is developed to meet current and future client needs within the UK regulatory framework.
The team work as a strategic partner to UK Sales and the wider product team to ensure that the organization excels in providing competitive, profitable and complete product solutions that meet the varied and changing needs of our investors; also helping to ensure the organization excels in providing top quality sales and client service by thorough research and product development efforts, product positioning, and product placement across UK Market.
You will require a solid understanding of retail and institutional knowledge and expertise within UK, specifically in determining product gaps, researching and analyzing new and innovative products, pricing strategies, product positioning as well as new product design. You will also take ownership of Franklin Templeton’s (FT) product range and will take responsibility for managing the UK product lifecycle including ensuring that governance standards are in line with regulatory requirements and industry standards.
Own governance of UK products and ensure that products meet regulatory requirements and FT’s governance standards.
Lead initiatives to create UK Assessment of Value and Consumer Duty reporting documentation. This will include significant coordination, data analysis, writing/reporting and senior leader/board presentations.
Develop new products, identify and research new product opportunities, and provide ongoing research and analytical support to capture product and market opportunities.
Analyze, evaluate, and identify innovative product ideas for senior management consideration and evaluation.
Identify market, regulatory, industry, competitor and investment trends and assess and/or communicate how they impact our UK products
Conduct market competitiveness analysis relative to local competitors, identify opportunities and recommend product ideas or focuses suitable for retail clients
Recommend changes to existing products, closures and new product ideas
Oversight of UK product initiatives & lifecycle.
Has regional responsibility for all product initiatives, and partners with peers across regions to support common initiatives.
Play an integral role in managing the impact of regulatory changes. Interpret and drive FT’s response to changes in regulations.
Lead complex product initiatives, including those for new product lines.
Is a key presenter at UK Board of Director meetings related to Assessment of Value, Consumer Duty and product development and implementation.
Collaborate with Product Strategy, Sales and Portfolio teams to develop new products beyond ideation and ensure that product structures work from a legal, compliance, tax and operations perspective, by working with business partners.
Ensure products are well defined and in state of readiness for implementation, including preparing materials and securing the necessary approvals, sign-offs and resource.
Industry experience with solid understanding of the investment management and financial services industry
Extensive understanding of the UK regulatory framework with experience of leading Assessment of Value and Consumer Duty Initiatives
Experience leading and managing projects with excellent project management skills
Proven experience presenting to boards and building strong, collaborative relationships with senior leadership
Bachelor’s degree or equivalent experience
Strong understanding of a variety of investment product types. Knowledge of FT’s investment products a bonus.
Good understanding of differing distribution channels and their needs
Good understanding of operations and service departments
Knowledge of regulatory, industry rules, guidelines, and standards
Excellent time management and follow through skills
Excellent organizational, planning and project management skills
Excellent relationship management skills, with the ability to interact across all levels
Ability to multi-task and work in a fast-paced, dynamic environment
Excellent facilitation, mediation, negotiation, and persuasion skills
Strong client service and customer focus
Business software: Microsoft Office Suite (Word, Excel, and PowerPoint)
Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.
We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
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.
As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.
As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.
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 [email protected]. 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 requests for arrangements will receive a response.
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Website: https://leggmason.com/
Headquarter Location: Baltimore, Maryland, United States
Employee Count: 1-10
Year Founded: 1899
Industries: Asset Management ⋅ Finance ⋅ Financial Services ⋅ Funding Platform ⋅ Insurance