Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Solutions Portfolio Manager - Retirement Solutions

$175k - $225k

Franklin Templeton

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.Team & Role OverviewAbout the Team and DepartmentFranklin 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.About the RoleThe 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.How You Will Add ValueRepresent 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.What Will Help You Be Successful in This RoleExperience, Education & Certifications10-15 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.Bachelor’s degree required; MBA or CFA preferred.Work Schedule & LocationHybrid work schedule (4 days in office)Work Location: Boston, New York City, San Mateo, or ChicagoCompensation Range: 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 well-being program. We expect the annual salary for this position to range between $175,000 to $225,000, plus an annual discretionary bonus, depending on location and level of relevant experience.Staffing Agency Disclaimer:Please note that we are not engaging staffing agencies or external recruiters for this position. Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company. We will not be responsible for any fees or charges associated with unsolicited submissions, and no agency or search fees will be paid.#MID_SENIOR_LEVEL#LI-HybridAt 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.SummaryLocation: Boston, Massachusetts, United States of America; New York, New York, United States of America; Chicago, Illinois, United States of America; San Mateo, California, United States of AmericaType: Full time

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Solutions Portfolio Manager - Retirement Solutions in San Mateo, CA vacancy
  • $150k - $200k

     ...As a forward thinking asset manager, we build dynamic relationships...  ...Templeton Investment Solutions (FTIS) is a division of Franklin...  ...quantitative processes.The Client Portfolio Manager (CPM) is responsible...  ...to support your well-being- Retirement Savings: 401(k) plan with an... 
    Retirement
    Full time
    Work experience placement
    Local area

    Franklin Templeton

    San Mateo, CA
    5 days ago
  • $160k - $230k

     ...struggle under the crushing costs and complexities of “solutions” that promise to simplify their lives. To create a better...  ...development and deployment, technical and product risk management, and overall portfolio risk management. Your role and responsibilities:Act as the... 
    Suggested
    Flexible hours

    Freshworks

    San Mateo, CA
    5 days ago
  • San Mateo, CASales - Sales Solutions /Full Time - Remote /RemoteAbout the Company:Netomi is the leading agentic AI platform for enterprise...  ...market, lowest total cost of ownership, and simple, scalable management of AI agents for any CX use case. Backed by WndrCo, Y... 
    Suggested
    Full time
    Remote work

    Netomi

    San Mateo, CA
    2 days ago
  •  ...Evergreen RoleWe are always hiring great Solutions Attorneys!About The RoleAt GC AI, we're redefining how legal teams work with the power...  ...of GC AI, creating industry-leading Legal AI content and managing the logistics of our instructional offerings. You will act as... 
    Suggested
    Permanent employment
    Currently hiring
    Work at office
    Shift work

    GC AI

    San Mateo, CA
    3 days ago
  •  ...Senior Eagle Development Consultant in San Mateo, California. The role entails leading the development and implementation of Eagle solutions while collaborating closely with clients to design tailored solutions. Ideal candidates will possess strong expertise in the Eagle... 
    Suggested

    Vibotek LLC

    San Mateo, CA
    2 days ago
  • $160k - $225k

     ...places with an integrated, privacy-sensitive AI-powered platform that includes solutions for video security, access control, air quality sensors, alarms, intercoms, and visitor management. We’ve got serious momentum in the market: more than 30,000 customers (including... 
    Full time
    Work at office
    Work visa
    Flexible hours
    Shift work

    Verkada

    San Mateo, CA
    1 day ago
  •  ...Job Description Job Description Description Join a global leader in policy-driven information risk management (IRM) solutions. This cutting-edge cybersecurity software company helps enterprises in Aerospace & Defense, Financial Services, and High-Tech Manufacturing... 
    Permanent employment

    The Misch Group

    San Mateo, CA
    20 days ago
  • $150k - $200k

     ...ServiceNow Solutions Architect – Remote Bright Vision Technologies is a technology consulting and software development company delivering...  ...release planning. Excellent communication and stakeholder management skills. ServiceNow CTA, CIS, or CSA certifications.... 
    Full time
    H1b
    Local area
    Immediate start
    Remote work
    Visa sponsorship

    Bright Vision Technologies

    San Mateo, CA
    a month ago
  • $200k - $300k

     ...Senior Vice President, Portfolio Manager Whittier Trust is the oldest privately owned multi...  ...service and highly customized investment solutions for high-net-worth individuals and...  ...consideration, excellent medical, and retirement plans. This position is also available... 
    Retirement
    Work at office

    Whittier Trust

    Menlo Park, CA
    5 days ago
  • ZS is a place where passion changes lives. As a management consulting and technology firm focused on improving life and how we live it,...  ...powerful collective of thinkers and experts shaping life‑changing solutions for patients, caregivers and consumers, worldwide. ZSers drive... 
    Work at office
    Local area
    Work from home
    Worldwide
    Flexible hours

    Zs Associates

    South San Francisco, CA
    2 days ago
  •  ...SA Technologies requirements are Direct Client Requirements from IT Hiring Managers. We guarantee you the best rate for your skills and performance.Job DescriptionExperienced Oracle MDM Solution Architect.QualificationsMDM: Should have worked on Item and BOM Mastering.Additional... 

    SA Technologies

    Redwood City, CA
    4 days ago
  • $176.6k - $239k

    As an Amazon Web Services (AWS) Senior Solutions Architect within the Strategic Accounts segment, you are responsible for partnering with...  ...services, as well as representing your team to executive management.For this role, we are looking for folks who have technical breadth... 
    Local area
    Flexible hours

    AmazonWebServices

    East Palo Alto, CA
    5 days ago
  • $151k - $204.3k

     ...understand each customer's unique challenges, then craft innovative solutions that accelerate their success. This customer-first approach is...  ...to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness... 
    Local area
    Worldwide
    Flexible hours

    AmazonWebServices

    East Palo Alto, CA
    4 days ago
  • $220k - $288k

     ...done. We are looking for a Senior Solution Engineer who is accustomed to solving...  ...to them. Collaborate with Product Management, Engineering, and Marketing to continuously...  ...life, and disability insurance; 401(k) retirement plan; flexible spending & health... 
    Retirement
    Flexible hours

    Snowflake Computing

    Menlo Park, CA
    4 days ago
  • $160k - $210k

     ...places with an integrated, privacy-sensitive AI-powered platform that includes solutions for video security, access control, air quality sensors, alarms, intercoms, and visitor management. We’ve got serious momentum in the market: more than 30,000 customers (including... 
    Full time
    Remote work
    Work visa
    Flexible hours
    Shift work

    Verkada

    San Mateo, CA
    3 days ago
  • $160k - $210k

     ...places with an integrated, privacy-sensitive AI-powered platform that includes solutions for video security, access control, air quality sensors, alarms, intercoms, and visitor management. We’ve got serious momentum in the market: more than 30,000 customers (including... 
    Full time
    Work visa
    Flexible hours
    Shift work

    Verkada

    San Mateo, CA
    1 day ago
  • Are you excellent at managing and retaining B2B accounts? Do you also have strong selling skills for increasing sales within an account...  ...consider this opportunity with City Wide! City Wide Facility Solutions is actively seeking a Facility Solutions Manager (FSM) for our... 
    Contract work
    Temporary work
    For contractors
    Work at office
    Night shift

    City-Wide-Facility-Solutions

    South San Francisco, CA
    3 days ago
  • $186k - $233k

     ...Innovation (ISDI)team is seeking a highly technicalSenior Staff Solutions Architect, Field Applications to lead the architecture,...  ...solution outcomes.Support deployment planning, testing, release management, and post-launch optimization.Ensure compliance with security,... 
    Full time
    Local area

    Revolution Medicines

    Redwood City, CA
    3 days ago
  • $210.2k - $284.3k

     ...understand each customer's unique challenges, then craft innovative solutions that accelerate their success. This customer-first approach is...  ...and fastest streaming pipelines. Thousands of customers run managed analytic workloads on Amazon’s industry leading cloud computing... 
    Local area
    Worldwide
    Flexible hours

    AmazonWebServices

    East Palo Alto, CA
    3 days ago
  •  ...collective of makers, shakers, and problem solvers, offering solutions today that will propel businesses into a better tomorrow. “Tomorrow...  ...developers on the opportunities in building for Client’s portfolio of AI glasses. Work directly with 3rd-party developers to develop... 
    Long term contract
    Contract work

    Creospan

    Menlo Park, CA
    3 days ago
  •  ...Solutions ArchitectZS is a place where passion changes lives. As a management consulting and technology firm focused on improving life and how we live it, we transform ideas into impact by bringing together data, science, technology and human ingenuity to deliver better... 
    Work at office
    Local area
    Work from home
    Worldwide
    Flexible hours

    ZS Associates

    South San Francisco, CA
    1 day ago
  •  ...Senior Solutions Architect, Strategics ISV Job ID: 3112892 | Amazon Web Services, Inc. As an Amazon Web Services (AWS) Senior Solutions Architect within the Strategic Accounts segment, you will partner with our most valuable customers to design cloud architectures... 

    Amazon

    East Palo Alto, CA
    3 days ago
  • $151k - $204.3k

     ...unique challenges, then craft innovative solutions that accelerate their success. This...  ...Amazon Nova models, and the broader AI/ML portfolio. You will design RAG architectures, agentic...  ..., exercise sound judgment, effectively manage stress and work safely and respectfully... 
    Local area
    Worldwide
    Flexible hours
    Day shift

    AmazonWebServices

    East Palo Alto, CA
    2 days ago
  •  ...company that's growing at 30+% annually and we're expanding our Solutions Engineer Team to make sure we stay ahead of the competition....  ...implementations in response to customer needs and requirements. ~ Manage all customer feature requests including documentation of... 
    Work from home
    Flexible hours
    Night shift

    RingCentral

    Belmont, CA
    4 days ago
  • City Wide Facility Solutions is seeking a Facility Solutions Manager for our Silicon Valley franchise location. The FSM will oversee business operations for assigned client areas, manage relationships with clients and contractors, and help grow service offerings while ensuring... 
    Contract work
    For contractors
    Night shift

    City-Wide-Facility-Solutions

    South San Francisco, CA
    3 days ago
  • Stripe's Solutions Architecture Team seeks a Specialist Solution Architect in California. You will lead in-depth product discussions for Money Management products (Capital, Issuing, Treasury, Payouts) and educate product/engineering on market trends to influence the roadmap... 

    Monograph

    South San Francisco, CA
    6 days ago
  • $104k - $202k

    Walmart in Hoboken, New Jersey and San Bruno, California offers a competitive compensation package with comprehensive health benefits and a performance-based bonus. Employees may also access stock purchases and generous paid time off, among other programs. The annual salary...

    Walmart

    San Bruno, CA
    4 days ago
  •  ...Maxima Solutions Engineer Nobody went into accounting to spend the first week of every month matching transactions by hand. Maxima was built so they don't have to. Our agents do the accounting work itself: journal entries, transaction matching, reconciliations, and... 
    Work at office
    Immediate start

    Maxima

    San Mateo, CA
    1 day ago
  • $163.2k - $234.6k

     ...re growing fast and we're on the lookout for a passionate, people-first leader to join our Solution Engineering team in North America. What's the role? As the Manager of Solution Engineering, you'll lead a high-performing, field-based team of Solution Engineers... 
    Full time
    Flexible hours

    Freshworks

    San Mateo, CA
    1 day ago
  •  ...Job Description Job Description TITLE: SOLUTIONS ENGINEER Our Company Company X is a pioneer in automating data engineering with the mission to make ready-to-use data available to anyone, anywhere. Recognized as a Gartner Cool Vendor, Company X is built on logical... 

    The Rockridge Group

    San Mateo, CA
    18 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Solutions Portfolio Manager - Retirement Solutions. Be the first to apply!