Franklin Templeton
5001 - 10000 employees
Founded 1947
💸 Finance
💳 Fintech
🤝 B2B
Finance • Fintech • B2B
Franklin Templeton is a global investment management organization that focuses on delivering innovative solutions to meet the investment needs of clients. With a long history of fund management, Franklin Templeton offers a range of investment strategies that emphasize various asset classes and regions. The company is dedicated to ensuring clients' privacy and providing personalized experiences through its online platforms.
Senior Retirement Plan Director
🕒 May 20
🏄 California, Idaho, +5 more states – Remote
💵 $150k / year
⏰ Full Time
🟠 Senior
👔 Director
🦅 H1B Visa Sponsor
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Franklin Templeton
5001 - 10000 employees
Founded 1947
💸 Finance
💳 Fintech
🤝 B2B
Finance • Fintech • B2B
Franklin Templeton is a global investment management organization that focuses on delivering innovative solutions to meet the investment needs of clients. With a long history of fund management, Franklin Templeton offers a range of investment strategies that emphasize various asset classes and regions. The company is dedicated to ensuring clients' privacy and providing personalized experiences through its online platforms.
📋 Description
• 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
🎯 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
🏖️ Benefits
• 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*
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