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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.

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.
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.

Requirements

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.

Skills

Target date funds
Glide path design
Multi-asset portfolio construction
Retirement income considerations
Target date implementation
Presentation skills
Communication skills

Location

Boston
New York City
San Mateo
Chicago

Work Type

Hybrid

Experience Level

Mid-Senior Level

Education Level

Bachelor's degree required
MBA or CFA preferred

Salary/Compensations

$175,000 to $225,000

Benefits

Annual discretionary bonus
401(k) plan with a generous match
Recognition rewards
Comprehensive benefits package
Competitive healthcare options
Insurance
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)
Motivational well-being program
Three weeks of PTO in your first year
Competitive medical, dental, and vision insurance
401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
Learning Education Assistance Program (LEAP)
Opportunity to purchase company funds with no sales charge

About the Company

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.
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.

Equal Opportunity

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.