Senior Retirement & Insurance Client Marketing Manager

Franklin Templeton

. Developing and executing a strategic marketing plan .

Posted 6/18/2026full-timeBoston • 🇺🇸 United StatesSenior💰 $120,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Developing and executing a strategic marketing plan
Partner closely with the Head of Retirement, Insurance and 529 Marketing and business stakeholders to support the development and execution of marketing strategies aligned with business priorities.
Execute integrated marketing programs across multiple channels, including content, email, web, multimedia, events, sponsorships and promotional campaigns.
Develop marketing initiatives designed to build awareness and engagement for Franklin Templeton investment strategies and solutions within the marketplace.
Monitor campaign performance and recommend optimizations based on results, market trends and business objectives.
Help manage project timelines, budgets and resources to ensure efficient and effective delivery of marketing programs.
Support key marketing initiatives that advance the strategic priorities of the business.
Build and maintain strong working relationships with internal stakeholders, including sales, strategic accounts, product marketing, content, digital marketing and compliance teams.
Establish and maintain relationships with marketing and sales contacts at partner firms to identify opportunities for custom engagement and joint marketing efforts.
Collaborate with sales and strategic account teams to develop relevant messaging, content and resources that support client engagement and business growth.
Provide guidance and training on available marketing tools and resources, helping teams maximize their effectiveness in the field.
Partner with sales, strategic accounts, investment teams and partner firms to support successful product launches and mandate implementations.
Coordinate the development and execution of launch plans, ensuring key stakeholders are equipped with appropriate materials, messaging and resources.
Gather and share insights from launch activities and promotional efforts to inform future campaigns and product support strategies.
Support ongoing post-launch engagement efforts and identify opportunities to enhance adoption and effectiveness.
Develop and execute product-focused and thematic marketing campaigns aligned with business priorities.
Utilize a data-driven approach to campaign planning, measurement and optimization, sharing actionable insights with business partners.
Identify opportunities to engage target audiences through marketing-led programs, lead-nurturing initiatives and strategic content development.
Manage marketing projects through established planning and briefing processes, ensuring clear objectives, stakeholder alignment and measurable outcomes.
Collaborate with cross-functional marketing teams to deliver integrated go-to-market strategies efficiently and effectively.

Requirements

What you’ll need

Bachelor's degree or equivalent experience.
7–10 years of experience in financial services marketing, sales or a related field.
Experience supporting insurance, retirement, subadvisory or institutional investment businesses preferred.
Understanding of financial markets, investment products and economic concepts.
Series 7 and 63 preferred.
Strong project management skills with the ability to manage multiple initiatives simultaneously.
Excellent written and verbal communication skills.
Creative problem solver with a strategic perspective and strong attention to detail.
Digital-first mindset with experience leveraging modern marketing channels and technologies.
Strong collaborator who builds effective partnerships across teams and functions.
Self-starter with a proactive approach and the ability to anticipate business needs.
Willingness to challenge existing approaches constructively and contribute innovative ideas.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

marketing strategycampaign performance monitoringproject managementdata-driven marketingcontent developmentlead nurturingthematic marketing campaignsfinancial markets understandinginvestment products knowledgeeconomic concepts

Soft Skills

written communicationverbal communicationcreative problem solvingstrategic thinkingattention to detailcollaborationproactive approachrelationship buildingstakeholder alignmentinnovative thinking

Certifications

Bachelor's degreeSeries 7Series 63