About the role
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.
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. We expect the base salary for this position to be $150,000 per year.
At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.
Highlights of our benefits include:
- Paid Time Off: Three weeks of PTO in your first year
- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge
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.
Originally posted on Himalayas