Senior Retirement & Insurance Client Marketing Manager

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 is a leading asset management firm with a 75-year history of innovation and a commitment to being a trusted partner for our clients. Our brand is built on reliability, expertise and forward-thinking solutions. The US Marketing organization partners with Franklin Templeton’s distribution teams and is responsible for developing and executing marketing strategies and communications designed to drive asset growth, deepen engagement and retain client relationships.

We are seeking a Senior Retirement & Insurance Client Marketing Manager , responsible for supporting the development and execution of marketing strategies for Franklin Templeton’s US Retirement, Insurance and 529 business. This role partners closely with sales, strategic accounts and marketing stakeholders to deliver integrated campaigns, support key initiatives, and strengthen relationships with insurance and retirement distribution partners.

The ideal candidate is a creative and strategic thinker with a digital-first and resource-conscious mindset. They should be experienced in developing and executing marketing programs, collaborating across functions, and leveraging data and insights to optimize outcomes. The successful candidate will be a proactive self-starter who thrives in a collaborative environment, manages multiple priorities effectively, and continuously seeks opportunities to improve processes and results.

Key Responsibilities

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.

A focus on collaboration across organization

• 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.

New mandate/product launch support

• 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.

Campaign and content development and deployment

• 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.

Ideal Qualifications

• 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.

Work Schedule & Location

This role works a hybrid schedule out of one of our offices in either Boston, MA, or St Petersburg, FL.

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and 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) and a motivational wellbeing program. We expect the annual salary for this position to range between $120,000 - $150,000, depending on location and level of relevant experience, plus discretionary bonus.

#LI-Hybrid

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

Highlights of our benefits include:

- 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

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.