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Retirement Business Development Director

$100k

Franklin Templeton Investments

Business Development Director (BDD) Franklin Templeton seeks a Business Development Director (BDD) for Defined Contribution Plans to drive growth in the defined contribution space, focusing on retirement‑focused advisors and clients in the Northeast region, specifically Boston, MA. Key Responsibilities Identify new business opportunities with retirement‑focused advisors and mid‑sized companies (100–500 employees) with defined contribution plans. Build and nurture relationships with key decision makers such as HR directors, CFOs, and benefits managers. Serve as the primary point of contact for clients, ensuring retention and satisfaction. Develop and execute a comprehensive business‑development strategy for DC plans. Create tailored presentations and value propositions for retirement advisors. Present retirement‑plan solutions (401(k), 403(b), profit‑sharing, and other plans) to prospective clients. Prospect and close new business to meet or exceed sales targets. Provide consultative services on plan design, investment options, and participant‑engagement strategies. Track the sales pipeline, forecast revenue, and report progress to leadership. Monitor client satisfaction and retention metrics. Collaborate with internal teams—product managers, compliance, marketing, and client service—to refine strategy. Partner with leadership to refine the business‑development strategy. Qualifications Bachelor’s degree in business, finance, economics, or a related field. 7+ years of business‑development, sales, or account‑management experience focused on defined contribution retirement plans. Proven track record of selling DC plan solutions (401(k), 403(b), profit‑sharing) to mid‑sized businesses. In‑depth knowledge of DC plan design, compliance, and investment strategies. Experience with TierII clients (100–500 employees) and their retirement‑plan needs. Strong communication, negotiation, and presentation skills to develop compelling proposals. Deep understanding of financial services, employee benefits, and retirement planning. FINRA Series7 and 63 licenses required. Desired Attributes Strong business acumen and the ability to identify opportunities and deliver customized solutions. Self‑motivated, goal‑oriented, and passionate about driving business growth. Excellent interpersonal skills and ability to build relationships at all levels. Independent worker who can manage a pipeline of opportunities effectively. Willingness to travel for client engagement and business‑development efforts. Compensation The base salary for this position is expected to be $100,000. Compensation includes a discretionary bonus, a 401(k) plan, health insurance, and other perks. Franklin Templeton applies a total‑reward philosophy, considering location, job‑related knowledge, skills, and experience. Benefits Three weeks paid time off the first year. Medical, dental, and vision insurance. 401(k) retirement plan with 85% company match on pre‑tax and/or Roth contributions, up to IRS limits. Employee Stock Investment Program. Tuition Assistance Program. Purchase of company funds with no sales charge. On‑site fitness center and recreation center (where applicable). On‑site cafeteria (where applicable). Location Boston, MA (Northeast region). Equal Opportunity Employer Franklin Templeton is an Equal Opportunity Employer. We evaluate qualified applicants without regard to ancestry, age, color, disability, gender, gender identity or expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other basis protected by federal, state, or local law, ordinance, or regulation. For accommodations, please email View email address on click.appcast.io with the requested adjustment, job title, and job number. #J-18808-Ljbffr Franklin Templeton Investments

Vacancy posted 13 hours ago
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