At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What is the National Sales Manager, Retirement responsible for?

The role of the National Sales Manager, Retirement, is to oversee and develop the team of retirement sales professionals across the U.S. by applying expert/seasoned knowledge of the financial services industry and Franklin Templeton’s (FT’s) retirement products, solutions, and competitors.

What are the ongoing responsibilities of a National Sales Manager, Retirement?

Leadership

Demonstrated ability to hire, retain, motivate and hold sales talent accountable

Provide experience in coaching sales team to build business and connect with advisors

Team oriented competitive drive

Develop strong following with team and with internal partners to support sales process and drive growth

Advocates the importance of intellectual curiosity and spirit of reinvention across the organization.

Introduces new perspectives and information to the team in order to stimulate innovation and change.

Sales Strategy

Leverages data to ensure each salesperson is tracking to quantitative goals and qualitative business planning goals that align to discretionary compensation.

Able to effectively manage multiple sales initiatives across investment teams and vehicles. 

Knowledge of and ability to use tools, techniques and processes for exploring and developing potential areas of business growth for the organization.

Establishes, maintains and leverages COI/home office relationships to position sales team to drive growth

Secures commitment for decisions by communicating clearly and credibly to stakeholders

Creates sales alignment for external sales team across the organization, including product, marketing, data, technology operations, US Wealth Management, Key Accounts, Consultant Relations, Training and Investment teams.

Collaboration with internal partners and Specialized Investment Managers (SIMs)

Stays abreast of industry trends

Business Development

Outstanding aggregate sales results (gross, net and discretionary measures)

What ideal qualifications, skills and experience would help someone to be successful? 

Bachelor's degree in business, or a related field.

12+ years of experience in asset management sales or a related field.

Proven track record of success in sales and leadership, including strong relationships across key centers of influence and industry leaders.

Strong communication and presentation skills.

Strong understanding of the DC retirement industry, including plan design and qualified investment options.

Familiarity with services, industry trends and asset management products including mutual funds, CITs, Separate Accounts, Target Date Funds, Alternatives, Stable Value Products.

Ability to work independently and collaboratively with a team.

Strong organizational and project management skills.

Willingness to travel regularly to support sales teams and strengthen relationships with top clients across country.

Series 7, 63 FINRA Licenses required.  Series 24 FINRA license required (or willingness to obtain shortly after hire).

CFA, CIMA or CFP a plus

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. 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 salary for this position to be within $175,000 – $200,000 USD.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

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*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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. 
 
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.