Portfolio Manager-Advisory Solutions (HNW)

Portfolio Manager, Advisory Solutions

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our portfolio managers and trust and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits.

Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

Fiduciary Trust International is hiring a Portfolio Manager to join our Lincoln, MA office as part of our Advisory Solutions Group (ASG). ASG provides investment advisory and management services to a limited group of ultra-high-net-worth individuals, family offices, and non-profits. Working in partnership with our clients, ASG serves as their outsourced family office, extension of an existing family office, or as an outsourced CIO. ASG provides access to investment strategies and techniques used by the largest and most sophisticated institutional investors. Many of our clients are themselves professional investors. We invite the most complex and challenging situations.

The Portfolio Manager role presents a compelling growth opportunity for a motivated individual seeking significant responsibility in the client portfolio management process. The candidate will be a key member of the team that constructs, manages, and monitors complex client investment portfolios, incorporating clients' unique needs with the firm's views on the markets and investment opportunities. The Portfolio Manager will interface with clients and prospective clients on a regular basis and will become the primary point of contact for a select number of ASG clients.

Ongoing Responsibilities of a Portfolio Manager

Investment Management

• Ownership of all aspects of managing multi-asset class, multi-manager client portfolios, with a particular focus on asset allocation, portfolio construction and implementation, and ongoing management and monitoring
• Develop and implement client specific investment strategies to align with client profiles and investment objectives. Document client specifications and guidelines appropriately within client IPS documents, reviewed annually and updated as needed in conjunction with client.
• Ongoing monitoring of client portfolios and positioning to determine alignment with targets as well as any potential investment shifts based on changing client factors, market opportunities, and / or new manager opportunities.
• Assess and analyze portfolio returns and risk to rebalance as needed on an after-tax basis. Utilize proprietary quantitative analysis tools and models to monitor risk and positioning.
• Work in close collaboration with fellow Portfolio Managers, Investment Associates, investment research colleagues, performance reporting team, and other members of the firm.
• Active participation in the ASG Investment Committee meetings and daily market research meetings. Share relevant client situations with peers to enhance solutions and outcomes.

Client Servicing

Ideal Qualifications, Skills and Experience

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and 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) and a motivational wellbeing program.

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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. 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 them covered.

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.

If you believe that you need an accommodation or adjustment, due to a medical condition or disability, 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 of the position 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.