Jobs · Finance

Senior Retirement Plan Director

Franklin Templeton · California, United States · 1 wk ago
RemoteRemoteFinance$150k/yrFull-time

Ongoing Responsibilities

  • Manage and cultivate key intermediary/provider relationships and develop fund sales through those contacts
  • Partner with wholesalers of national recordkeeping platforms to further enhance awareness of Franklin Templeton investment capabilities
  • Maintain knowledge of industry related trends/topics and maintain proficiencies in delivering value-added presentations to advisor and plan sponsor audiences

Ideal 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

Pay

Base compensation: $150,000 per year

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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