Sr. Retirement Plan Director, DCIO – California

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 and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide 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! 

Franklin Templeton is hiring a California based Regional Director to join our Retirement DCIO channel to cover the California region.  The role is responsible for developing and deepening relationships with retirement and defined contribution (DCIO) partners, as well as internal partners across the CA 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. The primary objective is to influence the placement and retention of Franklin Templeton Investment Strategies within various workplace solutions.  This position requires a high-level of institutional investment acumen, an extensive background in the defined contribution plan market, a high level of knowledge on regulatory impact, business building and practice management issues, and deemed a subject matter expert and credible resource by internal and external audiences.

The Senior Retirement Plan Director maintains regular contact with retirement wholesalers of major distribution partners and is expected to build and maintain productive relationships with other Franklin Templeton sales channels such as Consultant Relations and Retail Sales.

What are the ongoing responsibilities of a Sr. Retirement Plan Director?

• 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

What ideal qualifications would help someone to be successful?

• 10+ years of field consulting / sales experience within the DC and investment industry
  CFA and other professional investment/retirement designations preferred (e.g. CRPC, CRPS)
• FINRA Series 7 & 63 Licenses required
  Advanced investment and 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, California, preferred

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the base salary for this position to be $150,000 per year plus an opportunity to earn other incentives, including discretionary bonus and commission.

Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

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By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.