Franklin Templeton
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.
Please read the following job description thoroughly to ensure you are the right fit for this role before applying. Franklin Templeton is hiring a Boston-based Regional Director to join our Retirement DCIO channel to cover the New England region. The role is responsible for developing and deepening relationships with retirement and defined contribution (DCIO) partners, as well as internal partners across the New England 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. 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 Qualifications: 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. 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.
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Please read the following job description thoroughly to ensure you are the right fit for this role before applying. Franklin Templeton is hiring a Boston-based Regional Director to join our Retirement DCIO channel to cover the New England region. The role is responsible for developing and deepening relationships with retirement and defined contribution (DCIO) partners, as well as internal partners across the New England 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. 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 Qualifications: 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. 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.
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