Solutions Portfolio Manager - Retirement Solutions
About The Position
Franklin Templeton Investment Solutions (FTIS) brings together investment, research and product expertise to develop and manage multi-asset strategies. Within FTIS, the Retirement Solutions team combines expertise in strategic and dynamic asset allocation, glide path design, portfolio construction, risk management, and underlying investment selection, leveraging Franklin Templeton’s global investment platform across public and private markets. Working closely with plan sponsors, consultants, recordkeepers, and distribution partners, FTIS delivers retirement solutions that support the evolving needs of participants and retirement systems across U.S. and international markets. The Solutions Portfolio Manager – Retirement Solutions will serve as a retirement and target date subject matter expert, supporting the growth of FTIS’s retirement business across U.S. institutional, recordkeeper, intermediary and international markets. The role requires deep knowledge of the defined contribution landscape, target date funds, glide path design, and multi-asset portfolio construction, along with the ability to communicate complex investment concepts effectively to clients, consultants, and distribution partners.
Requirements
- 10-15 years of relevant experience in asset management, retirement, investment consulting, or institutional investment solutions.
- Deep understanding of the U.S. retirement market/solutions and target date fund landscape.
- Strong knowledge of glide path design, multi-asset portfolio construction, retirement income considerations, and target date implementation.
- Experience supporting institutional clients, plan sponsors, consultants or recordkeepers.
- Strong presentation skills and demonstrated ability to lead sophisticated client and prospect discussions.
- Ability to communicate investment concepts clearly to both technical and non-technical audiences.
- Ability to collaborate effectively across investment, product, and distribution teams.
- Bachelor’s degree required
Nice To Haves
- Experience with custom target date funds or institutional retirement mandates strongly preferred.
- Experience at a leading target date asset manager, retirement consultant or recordkeeper is a plus.
- MBA or CFA preferred.
Responsibilities
- Represent FTIS’s retirement investment philosophy, process, and performance in meetings with plan sponsors, consultants, recordkeepers, advisors and other institutional clients.
- Serve as a senior product specialist for the Retirement Advantage target date platform, including traditional, customized, and next-generation target date solutions.
- Support the development of U.S. institutional retirement opportunities, with particular emphasis on custom target date funds, large-plan mandates, and consultant-driven searches.
- Help expand FTIS relationships with major recordkeepers beyond existing partnerships, including supporting product development, due diligence, and competitive positioning.
- Provide glide path consultation for retirement systems and clients globally, including the evaluation of investor objectives, retirement-system characteristics, local risk preferences, and appropriate allocations.
- Support the creation of institutional materials, thought leadership, competitive analysis, and other retirement-related content.
- Work closely with portfolio management, product, distribution, marketing, legal, and operations teams to deliver customized retirement solutions.
- Travel as needed to support client engagement, business development, conferences, and internal distribution meetings.
Benefits
- annual discretionary bonus
- 401(k) plan with a generous match
- recognition rewards
- comprehensive benefits package
- range of competitive healthcare options
- insurance
- 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)
- motivational well-being program
- Three weeks of PTO in your first year
- Competitive medical, dental, and vision insurance
- 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
- Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
- Learning Education Assistance Program (LEAP)
- Opportunity to purchase company funds with no sales charge
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
