Director of Client Service and Operations

Franklin Templeton

Director of Client Service and Operations at Franklin Templeton leading client experience and operations functions. Expertise in retirement services, wealth management, and financial operations required.

Posted 5/14/2026full-timeChicago • California, Connecticut, Florida, Illinois, New York • 🇺🇸 United StatesLead💰 $155,000 - $212,000 per yearWebsite

About the role

Key responsibilities & impact

Lead the client service and operations function supporting advisors, recordkeepers, retirement plan sponsors, and enterprise wealth partners.
Own the full post-sale lifecycle, including onboarding, implementation, adoption tracking, and ongoing value delivery.
Develop scalable service models, governance standards, and operating playbooks.
Monitor client adoption and satisfaction metrics to improve retention and growth.
Oversee end-to-end operational workflows supporting managed accounts and advice across retirement and wealth clients and platforms.
Drive process improvement and automation to increase efficiency and scalability.
Own monthly and quarterly billing cycles, ensuring accurate fee application and fiduciary compliance.
Oversee reconciliation, reporting, audit readiness, and revenue accuracy.
Lead cross-functional initiatives tied to partner implementations and product enhancements.
Build and develop a high-performing Client Service and Operations team.

Requirements

What you’ll need

10+ years of experience in retirement services, wealth management, or financial services operations
10+ years in client-facing roles within retirement, managed accounts, RIA, broker-dealer, or financial SaaS environments
Familiarity with AI tools to enhance processes
Strong expertise in 401(k), 403(b), and managed accounts solutions
Proven ability to lead cross-functional initiatives and influence senior stakeholders
Experience building and managing high-performing teams
Strong experience in retirement and wealth operations and fee structures
Bachelor’s degree in business, Finance, Accounting, or related field preferred
CFA or advanced degree is preferred
Expertise in various asset classes and investment management styles, asset allocation techniques and investment products
Highly motivated and self-starter capable of initiating and cultivating new client relationships
Strong oral and written communication skills, for effective technical and interpersonal interaction with clients, intermediaries, and colleagues.

Benefits

Comp & perks

Annual discretionary bonus
401(k) plan with generous match
Comprehensive healthcare options
Insurance and disability benefits
Employee stock investment program
Learning resources and career development programs
Reimbursement for certain education expenses
Paid time off (vacation/holidays/sick/leave/parental & caregiving leave/bereavement/volunteering/floating holidays)
Motivational wellbeing program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement serviceswealth managementfinancial services operationsclient-facing roles401(k) solutions403(b) solutionsmanaged accounts solutionsasset allocation techniquesinvestment management stylesinvestment products

Soft Skills

leadershipinfluence senior stakeholdersteam buildingclient relationship managementprocess improvementautomationcommunication skillsinterpersonal skillsself-startermotivation

Certifications

CFABachelor’s degree in businessBachelor’s degree in FinanceBachelor’s degree in Accountingadvanced degree