About the role
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!
Franklin Templeton is hiring a Senior Retirement Plan Director to join our Retirement DCIO channel to cover the Pac Northwest region. The role is responsible for developing and deepening relationships with retirement and defined contribution (DCIO) partners, as well as internal partners across the Pacific Northwest territory.
Territory:
Northern California, Nevada, Idaho, Montana, Washington, Oregon, and Wyoming.
The Retirement Plan Director generates sales and retains assets for Franklin Templeton within the Retirement Defined Contribution Investment-Only (DCIO) business. The role manages and cultivates relationships with Mid-Market Consultants, Retirement Intermediaries, and Third-Party Administrators who have a business focus in the large, mid and small retirement plan segments. The primary objective is to influence the placement and retention of Franklin Templeton Investment Strategies within various workplace solutions. This position requires a high-level of institutional investment acumen, an extensive background in the defined contribution plan market, a high level of knowledge on regulatory impact, business building and practice management issues, and deemed a subject matter expert and credible resource by internal and external audiences.
The Retirement Plan Director maintains regular contact with retirement wholesalers of major distribution partners, interacts with senior management, and builds productive relationships with other Franklin Templeton sales channels such as Consultant Relations and Retail Sales.
What are the ongoing responsibilities of a Sr. Retirement Plan Director?
- Manage and cultivate key intermediary/provider relationships and developing fund sales through those contacts
- Partner with wholesalers of national recordkeeping platforms to further enhance awareness of Franklin Templeton investment capabilities
- Market Franklin Templeton's value-added programs to help Retirement Intermediaries design better plan solutions and grow their book of business
- Maintain knowledge of industry related trends/topics and maintain proficiencies in delivering value-added presentations to advisor and plan sponsor audiences
What ideal qualifications would help someone to be successful?
- 10+ years of field consulting / sales experience within the DC and investment industry
- FINRA Series 7 & 63 Licenses required
- Advanced investment/product knowledge including Target Date Solutions and Stable Value
- Strong relationship management skills
- Strong organizational skills and ability to manage a large territory with many moving parts
- Strong sales skills focused on closing
- Public speaking and seminar experience
- Experience working within the territory, New England preferred
Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.
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
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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