Associate ETF Product Specialist
Franklin Templeton, San Mateo, CA, United States
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 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!
About the department Our ETF Product Strategy team drives the development, positioning, and communication of the firm’s exchange‑traded fund solutions. We collaborate closely with product, investment, sales, and research partners to analyze markets, support product innovation, and deliver clear insights to internal and external stakeholders. Team members work in a fast‑paced, data‑driven environment where they gain exposure to investment strategy, competitive analysis, and product development.
How you will add value Core Responsibilities
Gather and analyze data to identify market and industry trends.
Build and maintain structured reporting across multiple dimensions.
Create dashboards using Excel, Power BI, or Tableau.
Manage systems for data storage and retrieval.
Document processes that support reporting and analysis.
Support presentations and internal business cases.
Strategic Responsibilities
Research competitive ETF products and industry developments.
Contribute to ETF pricing and product strategy.
Stay current on assigned ETFs through research and meetings.
Execute and assist with new ETF launches for strategic beta and active ETFs.
Assess new products and business opportunities.
Support product positioning and develop investment messaging.
Produce commentary and performance insights.
Team & Collaboration
Educate internal teams on ETF strategies and products.
Serve as a subject matter expert for product‑related inquiries.
Address client questions and communicate investment views.
Support asset retention efforts with sales and client service.
Deliver attribution analysis for internal and external partners.
Contribute investment perspective to content creators.
What will help you be successful in this role Experience, Education & Certifications
Requires: 2–3 years in a product‑related or ETF‑focused role
Bachelor’s degree in Finance, Economics, or a quantitative field.
Progress toward CFA preferred.
Experience with Python or SQL.
Familiarity with structured datasets.
Experience with AI tools.
Technical Skills
Strong Excel and PowerPoint skills; VBA preferred.
Ability to automate analyses and manage large datasets.
Understanding of regulatory considerations.
Knowledge of data sources such as Morningstar and Bloomberg.
Soft Skills
Clear written and verbal communication.
Strong collaboration and relationship building.
Excellent organization and attention to detail.
High motivation and adaptability.
Work Schedule & Location
Location: New York City or San Mateo.
On‑Site: 4 days in office
Compensation Range:
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non‑monetary — designed 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 well‑being program. We expect the annual salary for this position to range between $90,000 to $120,000, plus an annual discretionary bonus, depending on location and level of relevant experience.
Staffing Agency Disclaimer:
Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.
#LI-Onsite
Experience our welcoming culture and reach your professional and personal potential! 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 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
Tuition Assistance Program
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 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 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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Come join us in delivering better outcomes for our clients around the world!
About the department Our ETF Product Strategy team drives the development, positioning, and communication of the firm’s exchange‑traded fund solutions. We collaborate closely with product, investment, sales, and research partners to analyze markets, support product innovation, and deliver clear insights to internal and external stakeholders. Team members work in a fast‑paced, data‑driven environment where they gain exposure to investment strategy, competitive analysis, and product development.
How you will add value Core Responsibilities
Gather and analyze data to identify market and industry trends.
Build and maintain structured reporting across multiple dimensions.
Create dashboards using Excel, Power BI, or Tableau.
Manage systems for data storage and retrieval.
Document processes that support reporting and analysis.
Support presentations and internal business cases.
Strategic Responsibilities
Research competitive ETF products and industry developments.
Contribute to ETF pricing and product strategy.
Stay current on assigned ETFs through research and meetings.
Execute and assist with new ETF launches for strategic beta and active ETFs.
Assess new products and business opportunities.
Support product positioning and develop investment messaging.
Produce commentary and performance insights.
Team & Collaboration
Educate internal teams on ETF strategies and products.
Serve as a subject matter expert for product‑related inquiries.
Address client questions and communicate investment views.
Support asset retention efforts with sales and client service.
Deliver attribution analysis for internal and external partners.
Contribute investment perspective to content creators.
What will help you be successful in this role Experience, Education & Certifications
Requires: 2–3 years in a product‑related or ETF‑focused role
Bachelor’s degree in Finance, Economics, or a quantitative field.
Progress toward CFA preferred.
Experience with Python or SQL.
Familiarity with structured datasets.
Experience with AI tools.
Technical Skills
Strong Excel and PowerPoint skills; VBA preferred.
Ability to automate analyses and manage large datasets.
Understanding of regulatory considerations.
Knowledge of data sources such as Morningstar and Bloomberg.
Soft Skills
Clear written and verbal communication.
Strong collaboration and relationship building.
Excellent organization and attention to detail.
High motivation and adaptability.
Work Schedule & Location
Location: New York City or San Mateo.
On‑Site: 4 days in office
Compensation Range:
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non‑monetary — designed 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 well‑being program. We expect the annual salary for this position to range between $90,000 to $120,000, plus an annual discretionary bonus, depending on location and level of relevant experience.
Staffing Agency Disclaimer:
Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.
#LI-Onsite
Experience our welcoming culture and reach your professional and personal potential! 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 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
Tuition Assistance Program
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 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 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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