Senior Retirement Plan Strategist- Mid Atlantic Region

Franklin Templeton Investments
New York, USA
Sep 18, 2017
Sep 21, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.

For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people. We're currently looking for qualified candidates to join our team.

The main purpose of this function is to generate sales and retain assets for Franklin Templeton within the Retirement Defined Contribution Investment-Only (DCIO) business. The role is responsible for managing and cultivating 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 within the Mid-Atlantic Region of the U.S. The Specialist's primary objective is to influence the placement and retention of Franklin Templeton Investment Strategies within a Plan Sponsor's investment menu(s). This position requires a high-level of institutional investment acumen, an extensive background in the defined contribution plan market, with a high level of knowledge on regulatory impact, business building and practice management issues, so as to be deemed a subject matter expert and credible resource by internal and external audiences.

Additional responsibilities include maintaining regular contact with retirement wholesalers of major distribution partners, interaction with FTDI senior management, building and maintaining productive relationships with other FTI sales channels such as Consultant Relations and Retail Sales.

You will be primarily responsible for:
• Managing a territory to generate sales and revenue to meet objectives.
• Managing and cultivating 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.
• Maintaining knowledge of industry related trends/topics and maintain proficiencies in delivering value-added presentations to advisor and plan sponsor audiences.

This position will cover the following territory:

NYC, NJ, D.C., MD, VA, DE & E. PA.

We look for:
• Bachelor's degree
• 10+ years of field consulting/sales experience within the DC and investment industry.
• CFA and other professional investment/retirement designations preferred
• FINRA Series 7 & 63 Licenses
• Advanced investment/product knowledge including Target Date Solutions
• Strong organizational skills and ability to manage a large territory with many moving parts
• Comfortable with a good deal of travel (>75%).
• Strong sales skills focused on closing.
• Public speaking and seminar experience

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:
* Three weeks paid time off the first year
* Medical, dental and vision insurance
* 401(k) Retirement Plan with 75% company match, 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*

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities.

*Only applicable at certain locations


Similar jobs

Similar jobs