Senior Retirement Plan Director

Franklin Templeton • Washington, NV

2d • Remote

About The Position

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. 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.

Requirements

• 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

Responsibilities

• 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

Benefits

• Discretionary bonus
• 401k plan
• Health insurance
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed