U.S. Retirement, Insurance & College Savings

Franklin Templeton • Boston, MA

3d • Onsite

About The Position

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. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides 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! 2026 Undergraduate Summer Intern – Job Posting Department Title: Undergrad Intern – U.S. Retirement, Insurance, & College Savings Please read before applying: Start Date: All interns must start in office and in person on June 8, 2026. Anticipated End Date: August 14, 2026 – All interns must be in office and in person on their last day to return equipment. Interns must be located in the same location throughout the duration of their internship and are prohibited from returning laptop/equipment to a different office location or shipping their equipment back. Position Summary: The Franklin Templeton U.S. Retirement, Insurance, and 529 group is a single business unit covering multiple constituents across the retirement, insurance & college savings solutions spectrum. We take a long-term and holistic approach to our client relationships to ensure we are a trusted partner through market and product cycles. It includes the following teams with complimentary coverage: Strategic Accounts : this home office-focused team works with product development and investment research analyst professionals plus distribution leadership at our strategic insurance and recordkeeping partner firms to retain, gain and evolve Franklin Templeton product on our client’s platforms. Typical product vehicles include mutual funds, collective investment trusts, variable investment trusts, and custom subadvised funds. A flexible approach is taken to meet client needs which can range from off-the-shelf offerings to custom solutions stemming from a partnership between the client and FT product and investment teams. Workplace Solutions : this field sales team includes both external and internal DC sales specialists who target financial professionals, consultants, and recordkeeping wholesalers who are primarily focused on the retirement plan business. They provide Workplace-centric products, tools and resources in an effort to drive adoption and retention of Franklin Templeton custom and off-the-shelf retirement solutions and investments. Insurance Sales Team : this field sales team partners closely with the distribution teams of insurance companies to drive awareness and adoption of Franklin Templeton investments embedded within their insured solutions. They provide distribution support, investment expertise, and practice management tools to help position Franklin Templeton investments as well as the benefits of insurance products more broadly. College Savings : this team supports both the Franklin Templeton direct to consumer NJBest college savings plan as well as the financial professional-sold Franklin Templeton 529 College Savings Plan through traditional field sales and marketing promotion, with a special focus on finding synergies with Franklin Templeton’s other “workplace” offerings. In addition, this team will work to identify and capture investment-only opportunities across outside college savings platforms. FY26 Strategic Priorities include: Growing Core Business Gross / Net Sales Innovation / Strategic Initiatives (New sources of revenue) Global Advisory Services / SIM Collaboration Business Plan Management / Execution This team plays a key role in developing innovative solutions and we have positioned ourselves at the forefront of the shift to personalized wealth management solutions. Additionally, this team is responsible for driving home office relationships for the Retirement and Insurance business at Franklin Templeton. By working alongside this team, you will be a component of this movement to personalized, digital solutions and have the chance to collaborate with other leading industry partner firms and technology providers. Team Culture: Our leadership team’s philosophy is to align our talent with the right opportunities across the company to achieve superior business performance, sustain our inclusive culture, and enable individual career growth. There is a strong collaborative culture as many of our ongoing initiatives require us to partner with various business units across the organization and work cross-functionally in order to achieve our goals. Additionally, our firm-to-firm collaboration has allowed us to successfully bring unique solutions into the market. Additionally, fostering a collaborative culture is critical to our success in capitalizing on opportunities in the market as well as identifying and developing the right partnership opportunities across our client base. Our team embraces the culture of innovation and is dedicated to launching new digital wealth management solutions that address a range of advisor and client goals. As a leading visionary in the industry, we aim to equip financial professionals with innovative tools and technology that allow them to scale personalized solutions, deliver cost-effective advice, grow their business, and produce better client outcomes overall. By partnering with like-minded firms and leading technology providers, we have been able to bring unique solutions into the market and will continue to build upon our digital strategy as a firm. An intern in this department can expect to learn: Our internships are designed to enhance your academic background by providing hands-on, relatable experience as you work on real projects with real impact. During the internship you will learn from industry experts, company leaders, and peers to help you develop personally and professionally. You will not only learn about our industry as a whole, but develop an understanding of the Retirement (or Defined Contribution), Insurance, and 529 lines of business. You will experience the many facets to relationship management & distribution strategy within the investment industry and how collaboration is key to our success with our firm partners. You will walk away with a broader understanding of the business of asset management.

Requirements

• Strong interest in the financial services industry
• Ambition to connect with Global industry leaders and intern peers
• Effective communication and presentation skills
• Solid analytical skills with an eye for detail
• Self-directed and goal oriented
• Ability to multi-task while meeting multiple deadlines
• Proficiency with Microsoft Office suite
• Eagerness to learn and a desire to be a team player

Responsibilities

• Supporting the business development of current clients
• Responding or interacting with client to address their needs
• Conduct research on relevant initiatives and compile reports or visualizations to display your findings and recommendations
• Collaborate with team members to manage ongoing projects and push them to completion
• Research, and preparing presentations / visualizations on research regarding workforce demographics, retirement plans, retirement data, retirement plan/product usage
• Assist with marketing initiatives including social media planning, competitive research on content, and data/email analytics

What This Job Offers

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