Solutions Portfolio Manager Retirement Solutions

At Franklin Templeton we believe success is built through powerful partnerships. As a forward thinking asset manager we build dynamic relationships with clients understand their goals and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented global teams bring expertise that is both broad and unique.

From our welcoming inclusive and supportive culture to our globally diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients success.

Franklin Templeton Investment Solutions (FTIS)brings together investment research and product expertise to develop and manage multi-asset strategies. Within FTIS theRetirement Solutions teamcombines expertise in strategic and dynamic asset allocation glide path design portfolio construction risk management and underlying investment selection leveraging Franklin Templetons global investment platform across public and private markets. Working closely with plan sponsors consultants recordkeepers and distribution partners FTIS delivers retirement solutions that support the evolving needs of participants and retirement systems across U.S. and international markets.

TheSolutions Portfolio Manager Retirement Solutionswill serve as a retirement and target date subject matter expert supporting the growth of FTISs retirement business across U.S. institutional recordkeeper intermediary and international markets. The role requires deep knowledge of the defined contribution landscape target date funds glide path design and multi-asset portfolio construction along with the ability to communicate complex investment concepts effectively to clients consultants and distribution partners.

• Represent FTISs retirement investment philosophy process and performance in meetings with plan sponsors consultants recordkeepers advisors and other institutional clients.

• Serve as a senior product specialist for the Retirement Advantage target date platform including traditional customized and next-generation target date solutions.

• Support the development of U.S. institutional retirement opportunities with particular emphasis on custom target date funds large-plan mandates and consultant-driven searches.

• Help expand FTIS relationships with major recordkeepers beyond existing partnerships including supporting product development due diligence and competitive positioning.

• Provide glide path consultation for retirement systems and clients globally including the evaluation of investor objectives retirement-system characteristics local risk preferences and appropriate allocations.

• Support the creation of institutional materials thought leadership competitive analysis and other retirement-related content.

• Work closely with portfolio management product distribution marketing legal and operations teams to deliver customized retirement solutions.

• Travel as needed to support client engagement business development conferences and internal distribution meetings.

Experience Education & Certifications

• 10-15 years of relevant experience in asset management retirement investment consulting or institutional investment solutions.

• Deep understanding of theU.S. retirement market/solutionsand target date fund landscape.

• Strong knowledge ofglide path designmulti-asset portfolio constructionretirement income considerations and target date implementation.

• Experience supporting institutional clients plan sponsors consultants or recordkeepers.

• Experience with custom target date funds or institutional retirement mandates strongly preferred.

• Experience at a leading target date asset manager retirement consultant or recordkeeper is a plus.

• Strong presentation skills and demonstrated ability to lead sophisticated client and prospect discussions.

• Ability to communicate investment concepts clearly to both technical and non-technical audiences.

• Ability to collaborate effectively across investment product and distribution teams.

• Bachelors degree required; MBA or CFA preferred.

• Hybrid work schedule (4 days in office)

• Work Location:Boston New York City San Mateo or Chicago

Compensation Range:Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to support their well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus a 401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare options insurance and disability benefits employee stock investment program learning resources career development programs reimbursement for certain education expenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. We expect the annual salary for this position to range between $175000 to $225000 plus an annual discretionary bonus depending on location and level of relevant experience.

Staffing Agency Disclaimer:

Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions and no agency or search fees will be paid.

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At Franklin Templeton we believe your benefits should support your life your goals and your future. Thats why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

- Paid Time Off: Three weeks of PTO in your first year

- Health Coverage: Competitive medical dental and vision insurance to support your well-being

- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions up to IRS limits

- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge

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.