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Position Summary:

Franklin Templeton is hiring a Texas based Regional Director to join our Retirement DCIO channel to cover the South Central region. The role is responsible for developing and deepening relationships with retirement and defined contribution (DCIO) partners, as well as internal partners across the territory.

The Sr. Retirement Plan Director generates sales and retains assets for Franklin Templeton within the Retirement Defined Contribution Investment-Only (DCIO) business. The role manages and cultivates relationships with Mid-Market Consultants, Retirement Intermediaries, and Third-Party Administrators who have a business focus in the large, mid and small retirement plan segments. The primary objective is to influence the placement and retention of Franklin Templeton Investment Strategies within various workplace solutions. This position requires a high-level of institutional investment acumen, an extensive background in the defined contribution plan market, a high level of knowledge on regulatory impact, business building and practice management issues, and deemed a subject matter expert and credible resource by internal and external audiences.

The Sr. Retirement Plan Director maintains regular contact with retirement wholesalers of major distribution partners, interacts with senior management, and builds productive relationships with other Franklin Templeton sales channels such as Consultant Relations and Retail Sales.

What are the ongoing responsibilities of a Sr. Retirement Plan Director?

• 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

What ideal qualifications would help someone to be successful?

• 10+ years of field consulting / sales experience within the DC and investment industry

• CFA and other professional investment or retirement designations preferred (e.g. CRPC, CRPS)

• FINRA Series 7 & 63 Licenses required

• Advanced investment/product knowledge including Target Date Solutions and Stable Value

• Strong relationship management skills along with strong sales skills, focused on closing

• Strong organizational skills and ability to manage a large territory with many moving parts

• Public speaking and seminar experience

• Experience working within the territory, South Central / Texas

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the base salary for this position to be $150,000 per year.

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