Senior Retirement Solutions Portfolio Manager

Franklin Templeton

Boston (MA)

Hybrid

USD 175,000 - 225,000

Full time

40 hours ago
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Benefits offered by this job

PTO in first year
Health coverage
401(k) match
Employee stock plan
LEAP education assistance
Career development

Job summary

Franklin Templeton's Retirement Solutions team seeks a Solutions Portfolio Manager to serve as a retirement and target date SME, supporting growth across U.S. institutional and international markets.

You will bring deep knowledge of glide path design and multi-asset portfolio construction and communicate complex investment concepts to clients, consultants, and distribution partners. Hybrid work schedule with in-office days across Boston, NYC, San Mateo, or Chicago, and a compensation package

Qualifications

  • 10-15 years of asset management/institutional experience.
  • Deep knowledge of U.S. retirement market and target date funds.
  • Ability to communicate complex investment concepts to clients.
  • Experience with institutional clients, plan sponsors, consultants or recordkeepers.
  • Bachelor’s degree required; MBA or CFA preferred.

Responsibilities

  • Represent FTIS retirement philosophy in meetings with institutional clients.
  • Serve as senior product specialist for Retirement Advantage platform.
  • Support development of U.S. institutional retirement opportunities.
  • Expand FTIS relationships with major recordkeepers.
  • Provide glide path consultation for global clients.

Skills

Retirement solutions
Target date funds
Glide path design
Multi-asset portfolio
Client communication
Presentation skills
Cross-functional collaboration

Education

Bachelor’s degree required
MBA or CFA preferred

Job description

Franklin Templeton's Retirement Solutions team seeks a Solutions Portfolio Manager to serve as a retirement and target date SME, supporting growth across U.S. institutional and international markets.

You will bring deep knowledge of glide path design and multi-asset portfolio construction and communicate complex investment concepts to clients, consultants, and distribution partners. Hybrid work schedule with in-office days across Boston, NYC, San Mateo, or Chicago, and a compensation package

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