Solutions Portfolio Manager - Retirement Solutions

Franklin Templeton; Boston (MA); Hybrid; USD 175,000 - 225,000; Full time

Benefits offered by this job

Three weeks PTO

Health coverage

401(k) with generous match

Employee Stock Purchase Plan

LEAP education assistance

Tuition reimbursement

Job summary

Franklin Templeton Investment Solutions (FTIS) seeks a Solutions Portfolio Manager – Retirement Solutions to advance retirement assets across U.S. institutional, recordkeeper, intermediary and international markets.

The role demands deep knowledge of defined contribution, glide paths, and multi-asset portfolios, plus the ability to communicate complex investment concepts to clients and partners. Travel will be required to support client engagement, business development, conferences, and internal

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.

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.

Education

Bachelor’s degree

MBA or CFA

Job description

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.

Team & Role Overview

About the Team and Department

Franklin Templeton Investment Solutions (FTIS) brings together investment, research and product expertise to develop and manage multi-asset strategies. Within FTIS, the Retirement Solutions team combines expertise in strategic and dynamic asset allocation, glide path design, portfolio construction, risk management, and underlying investment selection, leveraging Franklin Templeton’s 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.

About The Role

The Solutions Portfolio Manager – Retirement Solutions will 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, 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.

How You Will Add Value

• 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.
  

Experience, Education & Certifications

What Will Help You Be Successful in This Role

• 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.
  

Work Schedule & Location

• 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 rewards—monetary 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 $175,000 to $225,000, 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.

#MID_SENIOR_LEVEL

Highlights Of Our Benefits Include

• 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.