Senior Retirement Plan Director

Franklin Templeton

Senior Retirement Plan Director managing relationships with DCIO partners in the Pac Northwest region at Franklin Templeton. Driving sales and developing consultancy partnerships for better investment outcomes.

Posted 5/20/2026full-timeRemote • California, Idaho, Montana, Nevada, Oregon, Washington, Wyoming • 🇺🇸 United StatesSenior💰 $150,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and cultivate key intermediary/provider relationships and developing fund sales through those contacts
Partner with wholesalers of national recordkeeping platforms to further enhance awareness of Franklin Templeton investment capabilities
Market Franklin Templeton's value-added programs to help Retirement Intermediaries design better plan solutions and grow their book of business
Maintain knowledge of industry related trends/topics and maintain proficiencies in delivering value-added presentations to advisor and plan sponsor audiences

Requirements

What you’ll need

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

Benefits

Comp & perks

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*

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment knowledgeproduct knowledgeTarget Date SolutionsStable Valuesales experience

Soft Skills

relationship managementorganizational skillssales skillspublic speakingseminar experience

Certifications

FINRA Series 7 LicenseFINRA Series 63 License