Franklin Templeton

Marketing

• Develop and execute global marketing strategies to promote Franklin Templeton’s private markets investment solutions
• Lead a team of marketing professionals, providing guidance and direction to ensure the creation of compelling and consistent marketing materials across all regions
• Own and drive messaging and storytelling of our private markets solutions, ensuring consistency across distribution teams and differentiated go-to-market positioning
• Collaborate with product development and investment teams to understand and articulate the distinct value propositions of Franklin Templeton’s private markets offerings
• Conduct market research to identify trends, opportunities and competitive insights, and use this data to inform marketing strategies and campaigns
• Monitor and report on the performance of marketing campaigns, using analytics to optimize strategies and improve ROI
• Stay informed about industry developments and best practices, continuously innovating to maintain Franklin Templeton’s competitive edge in the private markets space
• Build and maintain relationships with key stakeholders, including distribution partners, to enhance the visibility and appeal of Franklin Templeton’s private markets solutions

Head of Global Private Markets

Analyst

• Support integration of new business elements and improve processes.
• Define and implement critical workflows and controls.
• Coordinate enhancements to business processes and represent business priorities.
• Partner on change management for new initiatives.
• Analyze and manage business data using modeling techniques.
• Compile analytics, conduct research, and provide actionable reporting.
• Prioritize business needs and communicate effectively with stakeholders.
• Support policy development, quality reviews, and customer experience initiatives.
• Provide peer feedback and share subject matter expertise.
• Collaborate to develop processes for call center operations.
• Research business objectives, identify risks, and propose solutions.
• Assess risks, analyze impacts, and adapt to changing strategies.
• Identify and leverage industry best practices.

Analyst – Global Shareholder Services

Blockchain Engineer

• Lead the design, development, and deployment of smart contracts and tokenization solutions across multiple blockchain platforms
• Manage and mentor a team of blockchain engineers, fostering a culture of innovation and continuous improvement
• Oversee project timelines, deliverables, and cross-functional collaboration with product, design, and operations teams
• Ensure secure, scalable architecture and adherence to best practices in blockchain development
• Evaluate emerging technologies and protocols to inform strategic decisions and expand capabilities
• Align technical initiatives with business goals and regulatory requirements

Blockchain Development Manager, Digital Assets Technology

Project Manager

• Manage end-to-end delivery of digital asset technology initiatives, including planning, execution, monitoring, and closure.
• Collaborate with engineering, product, operations, compliance, and business teams to align project goals with organizational strategy.
• Facilitate sprint planning, stand-ups, retrospectives, and backlog grooming sessions to ensure timely and high-quality delivery.
• Identify project risks and dependencies early, develop mitigation strategies, and escalate critical issues as needed.
• Maintain project documentation, dashboards, and status reports for internal and external stakeholders.
• Continuously improve project workflows, tools, and methodologies to enhance team productivity and delivery outcomes.

Project Manager, Digital Assets Technology

Product Designer

• Lead the end-to-end UX design process for PAT, from discovery to delivery
• Structure and enhance the application’s information architecture to accommodate complex data sets
• Develop wireframes, mockups, and interactive prototypes that communicate and validate design concepts
• Partner closely with developers and product managers throughout the design and development lifecycle
• Advocate for user-centered design principles across internal teams and with external partners
• Work within and continuously improve a shared design system to support consistency and scalability

Senior UX Designer – Portfolio Analytics Tool

Research Analyst

• conduct investment research: projects will involve running simulations of investment strategies to determine after-tax effects
• run large-scale simulations and backtests to assess strategy efficacy and after-tax implications
• interact with robust data pipelines and APIs using C#, Python, and SQL, ensuring data quality, reproducibility, and efficient computation
• support integration of research outputs into production portfolio management systems used by PMs and traders
• interface directly with portfolio managers, risk teams, and technology groups to communicate model results, limitations, and implementation details
• apply statistical and machine learning methods (e.g., regression, optimization, NLP, feature engineering) to generate, validate, and enhance alpha factors

Quantitative Research Analyst

Account Executive

• Partner with the Sales lead to drive adoption of Franklin Templeton’s Digital Assets products that face the Wealth Management channels, globally.
• Conduct proactive outbound sales calls, webinars, and virtual meetings with financial advisors, RIAs, and broker-dealers to generate leads, deepen relationships, and accelerate adoption.
• Serve as the first line of contact for inbound client inquiries—responding quickly with product knowledge, sales support, and service excellence.
• Educate, nurture, and convert prospects by acting as a subject matter resource on digital assets for both clients and internal sales partners.
• Prepare sales materials, pipeline reports, and account updates to support external coverage and ensure seamless follow-up on opportunities.
• Collaborate with marketing on tailored campaigns, outreach, and educational initiatives; track engagement results and adjust strategies as needed.
• Support pre- and post-meeting logistics, including scheduling, preparing presentations, coordinating events, and managing follow-up actions.
• Maintain detailed CRM records of client interactions, pipeline activity, and territory performance metrics.

Wealth Management Sales Consultant, Digital Assets

• Design and implement solutions for existing applications
• Streamline workflows through user consultation
• Assist with the requirements, design, and solutioning of interfaces and features
• Support users by resolving technical issues
• Collaborate with team members to solve problems
• Contribute to technical meetings and solution planning
• Clarify business requirements with project teams
• Understand application modules and data models
• Coordinate and document application changes
• Prepare and execute system tests
• Support user acceptance testing and issue resolution
• Generate reports on application metrics
• Work with architects and system engineers on development projects
• Partner with key resources to ensure test coverage
• Collaborate with product, support, and UX teams
• Refine requirements with key project stakeholders
• Design scalable, high-performance software components

System Analyst

• Serve as a subject matter tax expert and provide tax advice on complex North American operational fund tax issues
• Support complex North American operational tax compliance processes and governance frameworks
• Identify operational tax issues impacting complex fund structures and collaborate with internal and external tax advisors
• Support periodic and ad-hoc tax planning for portfolio managers
• Lead and support projects, including process improvement and automation initiatives to enhance operational efficiency
• Advise on operational and strategic tax matters and internal process development
• Identify, assess and mitigate tax-related risks
• Manage relationships with external service providers
• Lead change initiatives and educate teams on tax best practices

Global Fund Tax Manager

• Conduct in-depth fundamental credit analysis on investment grade and high yield corporates including capital structure analysis, financial modeling, and covenant review.
• Identify key industry drivers and develop forward looking models
• Assess relative value within a company’s capital structure and versus peers
• Publish clear, concise investment recommendations on new issues, secondary market ideas
• Develop relationships with management teams, sell side analysts, rating agencies
• Examine environmental, social and governance (ESG) impacts on long-term fundamentals

Credit Analyst – Fixed Income, IG & HY Corporates

Financial Planning and Analysis

• partner with the Director of Portfolio Management on high-priority strategic business initiatives
• act as a proxy or delegate for the Director when needed
• lead strategic projects through to successful completion with full accountability
• ensure strategic alignment across departments to support firm-wide investment goals
• contribute to operational oversight of the investments platform
• address issues across investment operations, compliance, marketing, and digital enablement
• navigate complex priorities to drive initiatives that support long-term investment strategy
• liaise between the investment team and Portfolio Management, Relationship Management, and Asset Allocation
• collaborate with Digital Strategy, Marketing, Trust & Estates, and Investment Operations teams
• work across departments and business functions at senior levels
• engage in cross-functional business management tasks

Investment Associate, National Investment Team

Business Analyst

• Support Fiduciary Trust’s front office teams with fee analysis, scenario modeling, and documentation
• Prepare detailed fee analyses, including custom scenario modeling to support front office engagement and client meetings
• Serve as the primary point of contact for internal fee inquiries and explanation of complex pricing structures
• Track and report on all KPIs, quality and accuracy metrics, and SLA performance for the fee department, including set up, analysis and reporting related to Fee Oversight Framework
• Document grandfathered fees, exceptions, and special arrangements with accuracy and clarity
• Collaborate with the Manager on daily operations and issue resolution
• Assist in testing and validating new or updated fee logic in the system and support project work
• Assist with annual fee review with front office
• Maintain billing accuracy, transparency, and audit readiness; support fee-related aspects of client meetings and decision-making (not client-facing)

Product Manager

• Collaborate with US Distribution, investment managers, and other key business functions to manage retail products sold in the US with a focus on commingled funds and variable insurance funds and an emphasis on fixed income
• Manage the lifecycle of the US product lineup ensuring competitive, profitable, and client-focused solutions
• Lead product range management: assess, recommend and manage assigned product range; recommend modifications to product features and pricing, or mergers/liquidations
• Collaborate with US Product Strategy and others to identify gaps and define product management roadmap for US Distribution
• Ensure timely and successful delivery of US Distribution’s product strategy, including rationalization
• Identify, evaluate and communicate current and emerging regulatory and market trends and determine potential implications to products
• Apply product and investment expertise and gather input from legal, compliance, finance and investment management to develop product proposals
• Routinely review pricing for assigned product range, including 15c contract renewal process
• Analyze product characteristics and industry data to develop product positioning and data-driven proof points
• Support US Distribution by researching and answering product lifecycle questions and act as primary internal resource for assigned product range
• Oversee day-to-day efforts of product management team members for assigned product range, managing business priorities and team resources

Product Management Director

• Serve as a subject matter expert and tax advisor on complex fund tax issues, focusing on alternative investments and digital assets
• Provide tax advisory support to operational tax compliance processes and governance frameworks
• Research and advise on tax implications of fund structures and transactions
• Support tax planning with portfolio managers
• Lead special projects including legislative analysis and implementation
• Advise on strategic tax matters and internal policy development
• Assess and mitigate tax-related risks
• Manage relationships with external service providers
• Lead change initiatives and educate teams on tax best practices
• Collaborate with Portfolio Management, Legal, and Marketing to provide strategic tax guidance

Global Fund Tax Director – Complex Product and Tax Advisory

Bookkeeper

The payroll department is responsible for processing Global Payroll across all countries, including reporting and paying any taxes and ancillary obligations as required.
A Payroll Analyst is responsible for the efficient processing and administration of payroll data, ensuring accurate compensation of employees and compliance with regulatory requirements.
Perform data entry tasks to maintain accurate bi-weekly payroll and maintain accurate audit reviews (LOA, New Hires, Terminations, Company Changes & more).
Payroll Settlement reconciliation and review and 401k bi-weekly submission and reconciliation.
Provide payroll related information to internal partners and external auditors upon request and assist in year-end process.
Maintain payroll tax knowledge with Workday, ADP Smart Compliance & tax notice resolution and payroll knowledge with Equity (vests, dividends etc.).
Contribute to payroll procedures, research and respond to employee inquiries, review garnishments and levies, and participate in payroll projects like implementations for vendor changes, workflow review etc.

Payroll Analyst

Sales

• Sales Enablement Strategy: Ensure that the sales team has the necessary tools, resources and knowledge to effectively engage with clients. Assist in understanding and defining business requirements, developing solutions, and training once implemented. Document sales team feedback and requirements, as needed.
• Technology adoption and training: Deliver impactful in person or virtual technology training in a variety of settings – large groups, small groups and one on one. Partner with the training team to design and curate robust training programs. Participate in building training plans for sales teams that can adapt to individual needs and evolve with the sales process.
• Support: Provide “white glove” technology support to the sales team – guide them through common tech questions, provide best practices, and partner with resources around Franklin Templeton to ensure challenges are resolved expeditiously. Develop and maintain a reference guide of best practices relating to Technology.