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 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people.
Digital Solutions is a rapidly growing, strategic business within FT. We have built intellectual property around personalized investment solutions. we are working with partners to build an ecosystem for our innovative personalized investment solutions in the market space. FT has laid out a vision and roadmap for being the global leader in Retirement (DC as well as Retirement Income).
We are looking for a VP Digital Retirement Solutions in our Franklin Templeton Investment Solutions team. In this role, you will play an essential role as product leader in helping our team develop digital retirement solutions for our retail clients. The ideal candidate will have previous experience as a Financial Advisor with expertise in Retirement Planning, along with Digital Transformation / Fintech experience.
What are the responsibilities?
- This role will act as the product leader for enabling digital retirement solutions
- You will collaborate in the development of digital retirement products and help drive our solutions.
- Your will lead the deployment of these product through the digital ecosystem developed by FT and its partners.
- You will collaborate with Client Portfolio Managers, Investment Research, Digital Products, Technology, Digital Wealth and Legal/Compliance and Distribution to bring our capabilities to market.
- You will be responsible for the features of our digital products as well the time to market of those capabilities.
- You will lead the effort to bring FT thought leadership to the market, which is an essential part of this role.
- This position will be located in one of our offices located in San Mateo (CA), San Ramon (CA), or New York City.
What ideal qualifications, skills & experience would help someone to be successful?
- 8+ years of professional experience in the areas of Financial Advisory with expertise in Retirement Planning and Digital Transformation / Fintech experience.
- Experience as Financial Advisor or Investment Manager in Wealth Management set up. Specific experience in managing retirement advice is highly desired.
- Experience in Digital Fintech product management is desired.
- Bachelor’s degree. MBA with Systems/Statistics/Decision Science is preferable
- CFP/CFA/RMA or related certifications to demonstrate Financial Planning background
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 75% 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
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.
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 and the job title and 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 requests for accommodations will receive a response.
