Retirement Solutions Portfolio Manager - Glide Path Expert

Franklin Templeton; San Mateo (CA); Hybrid; USD 175,000 - 225,000; Full time

Benefits offered by this job

Paid Time Off

Health Coverage

Retirement Savings 401(k)

Equity & Investing

Learning Education Assistance Program

Job summary

Franklin Templeton is seeking a Solutions Portfolio Manager – Retirement Solutions to serve as a retirement and target date subject matter expert, supporting the growth of FTIS’s retirement business across U.S. institutional, recordkeeper, intermediary and international markets.

The role requires deep knowledge of the defined contribution landscape and glide path design. The position involves communicating complex investment concepts to clients, consultants, and distribution partners, and

Qualifications

• 10-15 years of relevant experience in asset management, retirement, investment consulting, or institutional investment solutions.
• Deep understanding of the U.S. retirement market/solutions and target date fund landscape
• Strong knowledge of glide path design , multi-asset portfolio construction, retirement 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.
• Bachelor’s degree required; MBA or CFA preferred.

Responsibilities

• Represent FTIS’s 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.

Skills

Glide path design

Multi-asset portfolio

Retirement concepts

Target date funds

Client communication

Cross-team collaboration

Presentation skills

Education

Bachelor's degree

MBA or CFA preferred

Job description

Franklin Templeton is seeking a Solutions Portfolio Manager – Retirement Solutions to serve as a retirement and target date subject matter expert, supporting the growth of FTIS’s retirement business across U.S. institutional, recordkeeper, intermediary and international markets.

The role requires deep knowledge of the defined contribution landscape and glide path design. The position involves communicating complex investment concepts to clients, consultants, and distribution partners, and